Financial Representative, Entry Level

Northwestern Mutual

Financial Representative engaging clients to develop comprehensive financial plans and recommend effective solutions. Building lasting relationships while providing ongoing support for clients' financial journeys.

Posted 6/2/2026full-timeQuincy • Illinois • 🇺🇸 United StatesEntry Level💰 $62,000 - $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
Build and maintain a network of clients through referrals, community involvement, and professional associations

Requirements

What you’ll need

Bachelor's degree preferred
Previous experience in financial services, insurance or business development 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)

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

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

interpersonal skillscommunication skillsanalytical thinkingtrust buildingrapport building

Certifications

Series 6Series 63state insurance licenses