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 Monson District of Northwestern Mutual, we exist to provide financial security and peace of mind for our clients. Our approach is centered around panoramic, personalized planning rooted in each clients unique goals and best interests. We believe that when we help our clients succeed, we succeedcreating not only financial security but generational wealth for the families we serve and for ourselves. Our culture is deeply collaborative, active, and purpose-drivenbuilt by former NCAA athletes and outdoor enthusiasts who bring that same energy and discipline into their professional lives. With two closely connected locations and top-performing advisors across every tenure level, were proud to deliver both experience and innovation. Were also committed to making a lasting difference beyond finance, through community involvement with organizations like Safe Harbor Womens Shelter, Alexs Lemonade Stand, and Weber State University. Together, we do well by doing goodchanging lives for the better and having a lot of fun along the way.

Our thriving offices are located at :

• 172 N East Promontory STE 265 Farmington, UT 84025
• 5929 Fashion Pointe Dr. STE 101 S. Ogden, UT 84403

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 :

Sawyere Monson - Managing Director :

• Time with NM : 10 years
• Prior to : Sawyere was a college football athlete before beginning his career with Northwestern Mutual.
• Passionate About : Outside of the office, Sawyere enjoys staying active through fitness, snowboarding, and mountain biking. Hes passionate about personal development, his faith, and spending quality time with his wife and four children.

Trevor Grayson - Growth & Development Director :

• Time with NM : 5 years
• Prior to : Trevor worked as a Corporate Project Manager at Select Health and ran several side businesses. He also played college soccer.
• Passionate About : Trevor is an endurance athlete with a love for triathlons, mountain biking, and skiing. He and his wife are raising five children, and he thrives on staying active and involved with his family.

Sebastian Lawson - College Unit Director :

• Time with NM : 3 years
• Prior to : Sebastian came to Northwestern Mutual from a background in medical sales.
• Passionate About : He is passionate about mountain biking, running, snowboarding, and personal development. At home, he enjoys life with his wife and their three children.

Chris Smith - Financial Representative :

• Time with NM : 6 months
• Prior to : Chris has a background in tech sales and spent time coaching high school athletics.
• Passionate About : Chris is deeply invested in his family and faith. He enjoys coaching, high school sports, and staying active through basketball. He brings a wealth of personal and professional experience to his role.

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

Flexible work from home options available.