Financial Representative Entry Level

Job Description

Job Description

Benefits :

Retirement

Bonus based on performance

Company parties

Flexible schedule

Opportunity for advancement

Training & development

At Northwestern Mutual Coastal Empire, we are driven by a strong commitment to our core values : Commitment to Excellence, Passionate Service, Abundant Growth, Integrity, and Fun . Our mission is to empower both our advisors and clients to achieve their dreams, fostering an environment where success is measured not only in financial growth but also in personal fulfillment. Whether you are transitioning from a different career or looking to expand your horizons, we provide a supportive, co-woman-led firm that offers a three-year development program designed to build the skills, knowledge, and confidence needed to thrive in financial services.

Our culture goes beyond business goalsits about creating meaningful connections, having fun, and giving back to our community. We host quarterly service projects and team member socials that foster a tight-knit, collaborative atmosphere. Additionally, we proudly support several local charities, including Habitat for Humanity, Alexs Lemonade Stand Foundation, First Tee, PACK, and Ronald McDonald House, with donations and events that directly impact those in need.

If youre a highly motivated individual who thrives in a values-driven, growth-oriented environment, Northwestern Mutual Coastal Empire offers the opportunity to transform your career while making a lasting impact on the lives of others.

Our thriving offices are located :

• 617 Stephenson Avenue, Suite 201, Savannah, GA 31405
• 20 Market Street, Suite 106, St. Simons Island, GA 31522

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 :

Caroline Dove, Managing Director :

• How long with NM : 16 years in the industry, 14 with NM (since college).
• Prior to : Started as an Associate Advisor in college, then moved into Operations, recruiting, and leadership. Promoted to Managing Director in 2023.
• Passionate about : Caroline values family time with her husband and 1-year-old daughter, exploring Savannahs historic spots. She enjoys golf, travel, and cheering for her SC Gamecocks. A bucket list item is meeting Dolly Parton. Caroline is committed to growing the firm with advisors seeking impact, income, and independence, and is active in Savannahs Women in Finance Group, Emerging Leaders Council, and Estate Planning Council.

Jack Green Jr., Certified Financial Planner :

• How long with NM : 21 years with NM.
• Prior to : Started his career with NM immediately after college.
• Passionate about : Jack is married with four kids (including twins). He enjoys golfing, fishing, skiing, and playing the guitar in his free time.

Adeline Branch, Financial Representative :

• How long with NM : 3 years.
• Prior to : Prior to joining NM, Adeline worked at SunTrust Bank (now Truist) as a Medical Client Advisor in their Private Wealth Management division, where she worked exclusively with doctors and their families to address their financial needs, including banking, lending, and investments.
• Passionate about : Adeline is passionate about her kids and enjoys watching them play sports and compete. A sports enthusiast, shes a fan of the Yankees, Knicks, and Giants. She and her wife also love traveling the country and experiencing new places.

Kirk Farkas, Associate Wealth Management Advisor :

• How long with NM : 2 years.
• Prior to : Prior to joining NM, Kirk worked in P&C Insurance and holds a BA in Political Science. The majority of his career was spent in legislation and policy within the Georgia Senate.
• Passionate about : Kirk is passionate about his faith, spending time with his husband, and preparing for their baby on the way. Hes also a big fan of Georgia football.

Meghan Newell Growth & Development Director, Financial Advisor :

• How long with NM : 8 years since March 2017.
• Prior Experience : Owned her own business for 13 years, where she coached women on launching and growing their businesses. She also taught financial classes and guided individuals and couples on how to pay down debt efficiently.
• Passionate about : Quality family time! Meghan loves spending time with her husband and two sons, especially when theyre hanging out by the pool or out on the boat enjoying the water.

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. Caroline Dove is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.