Financial Representative

Work in a hybrid role helping individuals and businesses pursue long-term financial security through tailored planning and insurance solutions. Responsibilities Meet with clients to learn their financial goals, aspirations, and concerns Create comprehensive financial plans covering investments , insurance , and retirement Evaluate client needs and recommend insurance strategies to help protect assets and income Review and monitor financial plans, providing regular updates and adjusting strategies as circumstances change Grow and maintain a client network through referrals , community involvement , and professional associations Requirements Bachelor’s degree in finance, business, or a related field (preferred) Previous experience in financial services, insurance, or business development is beneficial but not required Strong interpersonal and communication skills Analytical thinking and the ability to build trust and rapport with clients Obtain necessary licenses, including Series 6 , Series 63 , and state insurance licenses (training and sponsorship available) Compensation USD 62,000 - 87,000 per year Benefits Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Vision insurance Opportunity for advancement Training & development Professional Development: ongoing training and development programs, including sponsorship for advanced certifications Income Potential: competitive compensation structure including performance incentives, with no ceiling Support and Mentorship: support from a dedicated planning team, marketing resources, and experienced mentors Work-Life Balance: flexibility to create a schedule aligned with your lifestyle and goals District Office 107 Merchant Street, Suite 2A, Madison, MS 39110 Mississippi Charities Supported by the District Young Life: hosts pickleball tournaments and serves on the local Board Fellowship of Christian Athletes (FCA): participates on the Board supporting initiatives The Mind Center: serves on the Board and supports brain health and research efforts Children’s Hospital of Mississippi in Jackson: major donors, with multiple team members passionate about supporting the cause Values Integrity: commitment to the highest level of integrity, putting clients first and sharing uncomfortable truths with respect Discipline: consistent, disciplined action supported by time-tested financial strategies and operational procedures Service: proactive communication and execution of each client’s plan Local Leadership Chase Patrizzi, Managing Director With Northwestern Mutual for 9 years Served in the National Guard before joining Northwestern Mutual Community involvement includes support for Children’s Hospital of Mississippi Gates Willson, Growth & Development Director With Northwestern Mutual for 5 years Joined right out of college; active with Young Life Julie Colbert, Financial Advisor With Northwestern Mutual since 1990 Lifetime member of the Million Dollar Round Table Christopher Johnston, Wealth Management Advisor With Northwestern Mutual since 2008 Mentors newer advisors on the team Work Location Jackson, MS (hybrid) #J-18808-Ljbffr P&W Financial Group - Northwestern Mutual