Talent.com
Financial Representative Entry Level
Financial Representative Entry LevelP&W Financial Group - Northwestern Mutual • Jackson, MS, US
Financial Representative Entry Level

Financial Representative Entry Level

P&W Financial Group - Northwestern Mutual • Jackson, MS, US
4 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Benefits :

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

Join the winning team at P&W Financial Group (serving Northwestern Mutual across Greater Jackson to Mississippi's Gulf Coast and everywhere in-between)! We are significantly investing in growth through the development of new internal leaders and eager to hear your story!

Our district office is located at : 107 Merchant Street, Suite 2A Madison, MS 39110

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, with a unique culture deeply dedicated to helping people achieve financial security.

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

Local Mississippi Charities Supported by Our District :

  • Young Life : Consistently hosting pickleball tournaments and serving the local Board.
  • Fellowship of Christian Athletes (FCA) : Active participation on the Board supporting their initiatives.
  • The Mind Center : Serving the Board, supporting brain health and research efforts.
  • Childrens Hospital of Mississippi in Jackson : Major donors, with several team members passionate about supporting this cause.
  • Our Values : Since the inception of our firm, we have been guided by a simple set of values. These values are rooted in our personal and professional experiences, our teams commitment to excellence, and the deep relationships weve had the opportunity to build with our clients.

    SERVICE

    Every client deserves unparalleled service. Our entire team is committed to getting in the trenches with you in the way that we proactively communicate and execute your plan.

    INTEGRITY

    Being true to your word can feel like a lost art, especially in the financial services industry. But our team is committed to the highest level of integrity, always putting our clients first and sharing even the most uncomfortable truths with the utmost respect.

    DISCIPLINE

    Consistent, disciplined action leads to exceptional results. Our team believes in time- tested financial strategies, leadership principles, and operational procedures that help us accomplish your goals.

    Meet some of our local leaders :

    Chase Patrizzi, Managing Director :

  • Time with NM : 9 years.
  • Previous experience : Military background, passionately served the National Guard.
  • Passionate About : Family (girl dad), Children's Hospital of Mississippi and golf.
  • Gates Willson - Growth & Development Director :

  • Time with NM : Been with NM for 5 years.
  • Previous experience : Mississippi State grad, played HS football and powerlifting, started at NM right out of college.
  • Passionate about : Young Life, fitness, and strength training.
  • Julie Colbert, Financial Advisor :

  • Time with NM : 36 years.
  • Previous experience : Millsaps College grad, lifetime Million $ Round Table member. Started at NM right out of college.
  • Passionate About : Swimming, athletics, and community service.
  • Christopher Johnston, Wealth Management Advisor :

  • Time with NM : 18 years.
  • Previous experience : Old Miss graduate in Psychology, started with NM right out of college.
  • Passionate About : Family, coaching, Ol' Miss Alumni association, basketball, and deer hunting.
  • 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 in finance, business, or a related field 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 :

  • Professional Development : Access to ongoing training and development programs, including sponsorship for advanced certifications.
  • 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.
  • This is a Hybrid position.

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

    Flexible work from home options available.

    Create a job alert for this search

    Financial Representative Entry Level • Jackson, MS, US

    Similar jobs
    Patient Account Representative

    Patient Account Representative

    Healthier Mississippi People LLC • Jackson, MS, US
    Full-time
    To perform patient financial service functions such as scanning, filing, receiving and reviewing correspondence, reviewing third-party and patient billing, and review and resolution of billing ques...Show more
    Last updated: 30+ days ago • Promoted
    Travel Physical Therapist (PT) - $1,749 to $3,413 per week in Philadelphia, MS

    Travel Physical Therapist (PT) - $1,749 to $3,413 per week in Philadelphia, MS

    AlliedTravelCareers • Jackson, Mississippi, US
    Full-time
    Interested in this assignment? Or maybe you still have not found what you are looking for? Contact one of our specialty-specific recruiters to get access to our vast network of open jobs, including...Show more
    Last updated: 10 hours ago • Promoted • New!
    Travel Licensed Social Worker (LSW) - $1,792 per week in Jackson, MS

    Travel Licensed Social Worker (LSW) - $1,792 per week in Jackson, MS

    AlliedTravelCareers • Jackson, Mississippi, US
    Full-time
    AlliedTravelCareers is working with Medical Solutions to find a qualified LSW in Jackson, Mississippi, 39216!.A facility in Jackson, MS is seeking its next amazing Social Worker.Read on if this sou...Show more
    Last updated: 6 days ago • Promoted
    Travel Licensed Social Worker (LSW) - $2,194 per week in Jackson, MS

    Travel Licensed Social Worker (LSW) - $2,194 per week in Jackson, MS

    AlliedTravelCareers • Jackson, Mississippi, US
    Full-time
    AlliedTravelCareers is working with Medical Solutions to find a qualified LSW in Jackson, Mississippi, 39216!.A facility in Jackson, MS is seeking its next amazing Social Worker.Read on if this sou...Show more
    Last updated: 1 day ago • Promoted
    Travel Licensed Clinical Social Worker (LCSW) - $2,272 per week in Jackson, MS

    Travel Licensed Clinical Social Worker (LCSW) - $2,272 per week in Jackson, MS

    AlliedTravelCareers • Jackson, Mississippi, US
    Full-time +2
    Licensed Clinical Social Worker (LCSW).AlliedTravelCareers is working with Focus Staff to find a qualified Licensed Clinical Social Worker in Jackson, Mississippi, 39056!.We currently have a client...Show more
    Last updated: 6 days ago • Promoted
    Travel Physical Therapist (PT) - $1,749 to $3,413 per week in Vicksburg, MS

    Travel Physical Therapist (PT) - $1,749 to $3,413 per week in Vicksburg, MS

    AlliedTravelCareers • Jackson, Mississippi, US
    Full-time
    Interested in this assignment? Or maybe you still have not found what you are looking for? Contact one of our specialty-specific recruiters to get access to our vast network of open jobs, including...Show more
    Last updated: 6 days ago • Promoted
    Remote Investment Analyst – AI Trainer ($50-$60 / hour)

    Remote Investment Analyst – AI Trainer ($50-$60 / hour)

    Data Annotation • Jackson, Mississippi
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show more
    Last updated: 16 days ago • Promoted
    Travel Licensed Social Worker (LSW) - $2,136 per week in Jackson, MS

    Travel Licensed Social Worker (LSW) - $2,136 per week in Jackson, MS

    AlliedTravelCareers • Jackson, Mississippi, US
    Full-time +1
    AlliedTravelCareers is working with Access Healthcare LLC to find a qualified LSW in Jackson, Mississippi, 39216!.Please inquire for local rates. Access Healthcare LLC is a nurse-owned staffing agen...Show more
    Last updated: 6 days ago • Promoted
    Financial Representative Entry Level

    Financial Representative Entry Level

    P&W Financial Group - Northwestern Mutual • Jackson, Mississippi, US
    Full-time
    Job Description Job Description Benefits : • Bonus based on performance • Company parties • Dental insurance • Flexible schedule • Health insurance • Opportunity for advancement • Training & devel...Show more
    Last updated: 1 day ago • Promoted
    Travel Social Work - Licensed Clinical Social Worker

    Travel Social Work - Licensed Clinical Social Worker

    GLC On-The-Go • Jackson, MS, US
    Full-time
    GLC On-The-Go is seeking a Social Work Licensed Clinical Social Worker for a travel job in Jackson, Mississippi.Job Description & Requirements. Licensed Clinical Social Worker.LCSW or LMSW for D...Show more
    Last updated: 6 days ago • Promoted
    Remote Financial Analyst - AI Trainer ($50-$60 / hour)

    Remote Financial Analyst - AI Trainer ($50-$60 / hour)

    Data Annotation • Byram, Mississippi
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show more
    Last updated: 16 days ago • Promoted
    Travel Licensed Social Worker (LSW) - $2,368 per week in Jackson, MS

    Travel Licensed Social Worker (LSW) - $2,368 per week in Jackson, MS

    AlliedTravelCareers • Jackson, MS, US
    Full-time
    AlliedTravelCareers is working with AHS Staffing to find a qualified LSW in Jackson, Mississippi, 39216!.AHS Staffing is looking for a Social Worker Social Work in Jackson, MS for a Long Term (Trav...Show more
    Last updated: 8 days ago • Promoted
    Remote Financial Advising Expert - AI Trainer ($50-$60 / hour)

    Remote Financial Advising Expert - AI Trainer ($50-$60 / hour)

    Data Annotation • Clinton, Mississippi
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show more
    Last updated: 16 days ago • Promoted
    Travel Licensed Social Worker (LSW) - $2,086 to $2,286 per week in Jackson, MS

    Travel Licensed Social Worker (LSW) - $2,086 to $2,286 per week in Jackson, MS

    AlliedTravelCareers • Jackson, MS, US
    Full-time
    AlliedTravelCareers is working with Ventura MedStaff to find a qualified LSW in Jackson, Mississippi, 39216!.Are you ready to take your Travel career to the next level? See places you have not see...Show more
    Last updated: 7 days ago • Promoted
    Travel Licensed Social Worker (LSW) - $2,476 per week in Jackson, MS

    Travel Licensed Social Worker (LSW) - $2,476 per week in Jackson, MS

    AlliedTravelCareers • Jackson, Mississippi, US
    Full-time
    AlliedTravelCareers is working with talent4health to find a qualified LSW in Jackson, Mississippi, 39216!.Talent4Health is the most candidate-centric agency in the industry.Talent4Health has client...Show more
    Last updated: 6 days ago • Promoted
    Travel Licensed Clinical Social Worker (LCSW) - $2,426 per week in Jackson, MS

    Travel Licensed Clinical Social Worker (LCSW) - $2,426 per week in Jackson, MS

    AlliedTravelCareers • Jackson, MS, US
    Full-time +1
    Licensed Clinical Social Worker (LCSW).AlliedTravelCareers is working with Cynet Health to find a qualified Licensed Clinical Social Worker in Jackson, Mississippi, 39216!.Job Title : Social Worker ...Show more
    Last updated: 10 days ago • Promoted
    Travel Licensed Social Worker (LSW) - $2,006 to $2,200 per week in Jackson, MS

    Travel Licensed Social Worker (LSW) - $2,006 to $2,200 per week in Jackson, MS

    AlliedTravelCareers • Jackson, Mississippi, US
    Full-time +1
    Social Worker responsible for case management with a focus on acute care management and working within a large academic medical center hospital. The role includes covering all inpatient units throug...Show more
    Last updated: 1 day ago • Promoted
    Travel Licensed Master Social Worker (LMSW) - $2,286 per week in Jackson, MS

    Travel Licensed Master Social Worker (LMSW) - $2,286 per week in Jackson, MS

    AlliedTravelCareers • Jackson, Mississippi, US
    Full-time +1
    AlliedTravelCareers is working with Mindlance Health to find a qualified LMSW in Jackson, Mississippi, 39216!.ID : 75585423 Shift : 8H Days 5x8hrs Description : Unit Notes : 50 MILE RADIUS RULEWill take...Show more
    Last updated: 6 days ago • Promoted