FREE ACCESS
5,000–10,000 jobs/day
See all jobs on JobTailor
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Financial Representative
Northwestern MutualFinancial Representative role at Northwestern Mutual helping clients achieve financial goals through personalized solutions. Engaging clients, developing financial plans, and providing ongoing support.
Posted 8/2/2026full-timeDecatur • Illinois • 🇺🇸 United StatesMid-LevelSenior💰 $62,000 - $85,000 per yearWebsite
Core Competencies
Role fitCore 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 understand their financial goals. Proficient in building trust and rapport, and capable of obtaining necessary financial licenses to enhance client service.
Highest-signal resume keywords
Financial PlanningInsurance StrategiesClient EngagementAnalytical ThinkingInterpersonal Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial PlanningInvestment StrategiesInsurance StrategiesRetirement PlanningClient Monitoring
Soft Skills
Interpersonal SkillsCommunication SkillsAnalytical ThinkingTrust BuildingRapport Building
Certifications & Qualifications
Series 6 LicenseSeries 63 LicenseState Insurance Licenses
Industry Keywords
Financial ServicesBusiness DevelopmentClient ReferralsCommunity InvolvementProfessional 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
- 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- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance