Financial Representative - Entry Level

Job Description

Job Description

Benefits :

Retirement

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

At the Roberts District of Northwestern Mutual, we are committed to becoming the most trusted financial firm in Placer County. With courage, character, and a focus on family and fun, we provide personalized financial guidance that empowers our clients and strengthens our relationships with advisors. Together, we build a secure and brighter future for all.

Our culture is built on a foundation of meaningful values and strong connections. We believe that when we lead with purpose and prioritize people over profits, true impact follows. Success, for us, is measured not just in numbersbut in the lives we help transform and the communities we uplift.

Were also proud to give back to the community we serve, supporting local organizations and initiatives including a $20,000 donation to UC Davis Childrens Hospital, volunteering with Feeding the Foothills foodbank, and hosting the Cure Funding Classic golf tournament, which raised $30,000 last year for Alexs Lemonade Stand as a network.

Our thriving office is located : 2990 Lava Ridge Ct. Ste 210 Roseville, CA

Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor : https : / / youtu.be / tar1BSa7Gaw

A Glance at Northwestern Mutual (NM) :

Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.

Meet Some of Our Local Leaders, the Heartbeat of Our Business :

Kevin Roberts Managing Director

• How long with NM : Kevin has been with Northwestern Mutual for 20 years.
• Prior Experience : Formerly a student athlete before beginning his professional career.
• Passionate About : Married to Rebecca for 9 years with two children. Enjoys family time, is a member of Winchester Golf Club, and loves deer hunting and hiking. Recently traveled with his family to Banff, Canada.

Dallas Gilbert Growth & Development Director

• How long with NM : Dallas has been with Northwestern Mutual for 8 years.
• Prior Experience : Worked as a janitor at a gym before joining the internship program with Northwestern Mutual.
• Passionate About : Enjoys working out and is a car enthusiastproud owner of a black Corvette C8. Recently married to his wife, who is a nurse.

Pranav Patel Campus Unit Director

• How long with NM : Pranav has been with Northwestern Mutual for 4 years.
• Prior Experience : Started as a student in Northwestern Mutuals internship program.
• Passionate About : Loves BBQing, fishing for trout, and traveling to tropical destinations. Enjoys spending quality time with his girlfriend of 6 years.

Mike Bellotti Wealth Management Advisor

• How long with NM : Has been with Northwestern Mutual for 18 years.
• Prior Experience : Worked in the mortgage business before joining Northwestern Mutual.
• Passionate About : Married to his wife and proud dad of two boys. Coaches kids baseball teams and enjoys traveling with his family.

About the Financial Representative Role :

As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.

Key Responsibilities :

• Client Consultation : Engage with clients to understand their financial goals, aspirations, and concerns.
• Financial Planning : Develop comprehensive financial plans that include investments, insurance, and retirement.
• Insurance Solutions : Recommend and implement insurance strategies to protect clients' assets and income.
• Ongoing Support : Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
• Networking : Build and maintain a network of clients through referrals, community involvement, and professional associations.

Qualifications :

• Education : A bachelor's degree is preferred.
• Experience : Previous experience in financial services, insurance or business development is beneficial but not required.
• Skills : Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
• Licenses : Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits :
• Retirement
• Income Potential : Competitive compensation structure including performance incentives, with no ceiling.
• Support and Mentorship : Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
• Work-Life Balance : Flexibility to create a schedule that fits your lifestyle and goals.
• Impact : Make a lasting impact by guiding individuals and families in your community towards financial security and success.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Kevin Roberts is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.