Financial Representative

Northwestern Mutual

Financial Representative at Northwestern Mutual helping clients with personalized insurance solutions and financial planning. Engaging with clients to better understand their needs and provide tailored financial solutions.

Posted 7/16/2026full-timeChesterfield • Montana • 🇺🇸 United StatesMid-LevelSenior💰 $70,000 - $80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in developing comprehensive financial plans, including investments, insurance, and retirement strategies, while effectively engaging with clients to build trust and rapport. Proficient in monitoring and adjusting financial strategies to align with clients' evolving goals and circumstances.

Highest-signal resume keywords

Financial PlanningInsurance StrategiesClient EngagementAnalytical ThinkingInterpersonal Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisInvestment PlanningRetirement PlanningInsurance KnowledgeClient Monitoring

Soft Skills

Communication SkillsTrust BuildingRapport Development

Certifications & Qualifications

Series 6 LicenseSeries 63 LicenseState Insurance License

Industry Keywords

Financial ServicesBusiness DevelopmentClient ReferralsProfessional Associations

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
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

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