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Entry Level Financial Representative
Northwestern Mutual. Engage with clients to understand their financial goals, aspirations, and concerns.
Posted 5/1/2026full-timeFort Collins • Colorado, Wyoming • 🇺🇸 United StatesEntry Level💰 $65,000 - $85,000 per yearWebsite
About the role
Key responsibilities & impact- Engage with clients to understand their financial goals, aspirations, and concerns.
- Develop comprehensive financial plans that include investments, insurance, and retirement.
- Recommend and implement insurance strategies to protect clients' assets and income.
- Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
- Build and maintain a network of clients through referrals, community involvement, and professional associations.
Requirements
What you’ll need- A bachelor's degree is preferred, but not required.
- Previous experience in financial services, insurance or business development is beneficial but not required.
- Strong interpersonal and communication skills.
- Analytical thinking.
- Ability to build trust and rapport with clients.
- Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits
Comp & perks- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
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Soft Skills
interpersonal skillscommunication skillsanalytical thinkingtrust buildingrapport building
Certifications
Series 6Series 63state insurance licenses