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

Join the Gouin District of Northwestern Mutualthe first Fortune 100 financial firm established on the South Side of Chicagobuilt with purpose and driven by impact. As a recognized Diversity & Inclusion Champion since 2021, our district is proud to be one of the most diverse and productive offices in the region. More than a financial services firm, we are a mission-driven community dedicated to closing the wealth gap and creating enduring legacies across Chicago and beyond. At Gouin, we dont just offer a careerwe offer a calling : to develop top-tier financial professionals who are passionate about empowering individuals, families, and businesses to build generational wealth. Our foundation is built on inclusivity, integrity, mentorship, and a relentless work ethic. We believe in the power of differences, where every unique perspective fuels innovation, collaboration, and leadership. Here, every team member is seen as a leaderwith the responsibility to grow, mentor, and uplift others. If you're purpose-driven, growth-minded, and committed to making a lasting impact, theres a place for you at Gouin Districta firm of enduring legacies, leading the way to limitless possibilities for all.

Our thriving office is located : 5307 S Hyde Park Blvd Suite 201 Chicago IL 60615

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 :

Dundee Gouin Managing Director :

• How long with NM? Has been with NM for 12 years.
• Prior Experience? Previously worked as an assistant for the Tax Collector and played college football as a wide receiver.
• Passionate About? Giving back to the Chicago community, working out, listening to music, and playing board games with his kids.

Aaron Sims Financial Advisor :

• How long with NM? Has been with NM for 2 years.
• Prior Experience? Spent 12 years in the banking industry and financial consulting, and previously played professional baseball.
• Passionate About? Serving in church ministry, engaging in community work, traveling internationally, and enjoying great food.

Shawn Hutson Financial Representative :

• How long with NM? Has been with NM for 2 years.
• Prior Experience? Former local elementary school teacher.
• Passionate About? Community service, giving back to others, and reading.

Tracy Catallo Director of Recruitment and Community Relations :

• How long with NM? Joined NM in 2024.
• Prior Experience? Former technical recruiter and consultant.
• Passionate About? Creating opportunities for individuals, free-hand acrylic painting, and cheering on the Cubs and Bulls.

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.
• Retirement Benefits : Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future.
• 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. Dundee Gouin is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.