Financial Representative Entry Level

Benefits Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Professional Development – access to ongoing training and sponsorship for advanced certifications Competitive compensation with performance incentives and no ceiling Support and mentorship from a dedicated planning team and marketing resources Work‑life balance: flexibility to create a schedule that fits lifestyle and goals Make a lasting impact by guiding families toward financial security and success Our district office is located at: 107 Merchant Street, Suite 2A Madison, MS 39110 Hybrid position. Flexible work from home options available. About the Financial Representative Role As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long‑term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities Client consultation: engage with clients to understand their financial goals, aspirations, and concerns. Financial planning: develop comprehensive financial plans that include investments, insurance, and retirement. Insurance solutions: recommend and implement insurance strategies to protect clients’ assets and income. Ongoing support: monitor clients’ financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications Education: a bachelor's degree in finance, business, or a related field is preferred. Experience: previous experience in financial services, insurance, or business development is beneficial but not required. Skills: strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). #J-18808-Ljbffr