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 Winning Team at Northwestern Mutual - Greenwood Village!

At Northwestern Mutual - Greenwood Village, our mission is to elevate the trajectory of the lives we touch . Guided by our core values of Profound Care, the Power to Choose, Unwavering Character, Uncommon Courage, Benevolent Candor, and Genuine Curiosity, we are a team grounded in purpose, integrity, and gratitude. We have the privilege of living and working in beautiful Colorado, collaborating with the top financial services company in the world while serving our clients and community with excellence. Beyond our work, we proudly support organizations such as the Cystic Fibrosis Foundation and Alexs Lemonade Stand, reflecting our commitment to making a lasting difference in the lives of others.

Our thriving office is located at : 7800 E. Orchard Rd. Ste 200., Greenwood Village, CO 80111

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 Our Team :

Eric McGough, CLU, ChFC, RICP Managing Director (MD) :

• Time with NM : 35 years
• Prior Experience : Studied Accounting in college and began his career in the hospitality industry before realizing he wanted to make a more direct impact helping others reach their goals.
• Passionate About : Eric enjoys playing golf and traveling the world with his wife, Debbie. As recent empty nesters in Columbine Valley, they love spending time outdoors with family. He is also an avid reader and enjoys tennis, pickleball, and skiing.

Colin Starr CFP, CLU, RICP Wealth Management Advisor :

• Time with NM : 12 years
• Prior Experience : Former student and college baseball athlete.
• Passionate About : Faith and family are central to Colins life. He volunteers in his churchs youth ministry and enjoys hiking, snowboarding, skiing, frisbee, running, and reading with his wife and kids.

Jensen Feggins Financial Advisor :

• Time with NM : 5 years
• Prior Experience : Former collegiate athlete who spent time in NFL training camps before joining Northwestern Mutual.
• Passionate About : Enjoys traveling, golfing, spending time with friends, and watching sports.

Maggie Brown Director of Development :

• Time with NM : 10 years
• Prior Experience : Began her career in healthcare, starting as a front desk associate and advancing to manage three urgent care clinics in Pennsylvania. There, she discovered her passion for people and developing others to their fullest potential.
• Passionate About : A proud mom of four kids, Maggie enjoys the outdoors, reading, music, games, family walks with their French Bulldog (Blue), and coaching her kids sports. She is steadfast in her core values, growth, gratitude, and balance in both life and leadership.

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

Flexible work from home options available.