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Financial Representative - Entry Level

Financial Representative - Entry Level

Northwestern Mutual - North DenverBrighton, CO, US
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Job Description

Job Description

Benefits :

  • Stipend Consideration
  • 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 of North Denver!

Our North Denver District fosters an inclusive environment where diverse perspectives fuel creativity and collaboration. Our mission is to financially empower our communities to change the world. We prioritize safety, authenticity, and inclusivity through open communication and ongoing support. Our team regularly attends diversity conferences like "Out & Equal" and "Together with Pride" to continuously evolve our culture of respect and engagement within the broader community.

Our team embraces diversity, creativity, and collaboration, guided by our 5 Core Values :

  • Support : Enabling clients to achieve financial confidence and security.
  • Inclusivity : Fostering a welcoming environment for diverse communities and talent.
  • Education : Providing knowledge and advocacy to support informed financial decisions.
  • Compassion : Offering empathetic and personalized support to clients.
  • Excellence : Striving for the highest standards in service and professional growth.
  • Follow this link to hear why Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual : https : / / www.youtube.com / watch?v=7SlQuS7AOgQ

    Vision : To redefine the landscape of the financial planning industry, making the North Denver District the go-to sanctuary for diverse communities seeking financial empowerment and social impact

    Mission : To Financially empower our communities to change the world

    Check out this video we created specifically for women considering this career. We wanted to introduce you to some of our teams badass women! https : / / www.youtube.com / watch?v=vvK1Unkj_Ww

    Meet Some of Our Local Team :

    Molly Berger, Growth and Development Director

  • How long with NM? Since June 2020
  • Previous experience? Nonprofit background, Director of Sales at a fintech startup.
  • Passionate about? Financial empowerment for women and marginalized communities, advocating for LGBTQ+ rights, and traveling with her son Elijah.
  • Sarah Tinkler, Managing Director

  • How long with NM? Since July 2006
  • Previous experience? College student majoring in Political Science, worked in food service, tutored, and assisted children with autism.
  • Passionate about? Solo hiking, yoga instructor, certified personal trainer, travel and time with family, and spending time with her wife, Renata.
  • Darrah Tinkler, Chief Growth Officer & Onboarding Specialist

  • How long with NM? Since May 2023
  • Previous experience? Assistant Librarian
  • Passionate about? Helping people discover career paths, exploring antique stores and spending time with their husband.
  • Sam Berman, Chief Development Officer & Director of Insurance

  • How long with NM? Since December 2023
  • Previous experience? Kindergarten Teacher
  • Passionate about? Mentoring others to help them become incredible advisors that help their communities reach their dreams.
  • Key Responsibilities : As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations.

    Qualifications : Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Retail, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental, Nonprofit, Fitness and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered.

    Benefits : You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community. We offer a first-year stipend based on controllable factors, ensuring a starting income, if you put in the work and meet the positions requirements.

    Successful candidates will begin as financial representatives. Financial Representatives are prohibited from using the title Advisor until licensures are obtained (including SIE 6 and 63) and Northwestern Mutual specified courses are satisfactorily completed.

    Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Sarah Tinkler is a District Agent of NM.

    For more information and additional disclosures please go to northdenver.nm.com.

    Flexible work from home options available.

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