Financial Representative – Entry Level

Northwestern Mutual

Financial Representative assisting individuals and businesses with personalized financial planning and insurance solutions. Engaging with clients to develop comprehensive plans and providing ongoing support to meet their needs.

Posted 5/12/2026full-timeChampaign • Illinois • 🇺🇸 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.
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.
Ability to build trust and rapport with clients.
Obtain necessary licenses (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

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Applicant Tracking System Keywords

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Soft Skills

interpersonal skillscommunication skillsanalytical thinkingtrust buildingrapport building

Certifications

Series 6Series 63state insurance licenses