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Northwestern Mutual

Financial Representative – Entry Level

Northwestern Mutual

. Engage with clients to understand their financial goals, aspirations, and concerns.

Posted 5/1/2026full-timeTroy • Missouri • 🇺🇸 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.
  • Previous experience in financial services, insurance, or business development is beneficial but not required.
  • Strong interpersonal and communication skills.
  • Analytical thinking.
  • The ability to build trust and rapport with clients.
  • Licenses: Must be willing to obtain necessary licenses, such as Michigan LAH, SIE, Series 6, 7, 63, and CFP.

Benefits

Comp & perks
  • Retirement
  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
financial planninginvestment strategiesinsurance strategiesretirement planninganalytical thinking
Soft Skills
interpersonal skillscommunication skillstrust buildingrapport building
Certifications
Michigan LAHSIESeries 6Series 7Series 63CFP