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 Karges District of Northwestern Mutual, we are dedicated to transforming lives and strengthening communities across Nebraska. Guided by our purpose of delivering financial security, we aim to empower individuals, families, and businesses to build their best lives with confidence and clarity.

Rooted in our core values of People First, Respect, and Achievement, we foster relationships built on trust and celebrate the unique talents and perspectives that define us. Our commitment extends beyond financial guidancewe are passionate about making a lasting impact, especially in the fight against childhood cancer. Through partnerships with organizations like Childrens Nebraska, Alexs Lemonade Stand, Sammys Superheroes, and many others, we champion research, treatment, and awareness, rallying our community to support meaningful causes.

With over 57,000 clients and nearly $4 billion in assets under management locally, we have a profound responsibility to ensure financial wellness for generations to come. Leveraging the expertise of our career advisors serving communities across the statefrom Oneil to McCook, Fremont to Grand Islandwe honor a legacy of service and excellence, inspired by those who have devoted decades to this mission.

Our thriving main offices are located :

• 3763 39th Ave, Suite 400, Columbus, NE 68601
• 534 N Main St, Fremont, NE 68025
• 411 4th Ave, Kearney, NE 68845
• 2917 W Stolley Park Rd, Grand Island, NE 688010

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 :

Nathan Karges : Managing Director :

• How long with NM? Been with NM for 16 years.
• Prior Experience? Graduated in 2000 with a business degree from Nebraska Wesleyan University. Was an account manager for Swanson Russell in Lincoln, NE before joining NM in 2008.
• Passionate About? Very involved in his community, being a member of various boards such as Sammy's Superheroes, Elks, and being the President for his kids Booster Club. Enjoys coaching his twin daughters in basketball, and was a founder of his sons local baseball team.

Jordan Crook : Financial Representative :

• How long with NM? Been with NM for the last 15 years.
• Prior Experience? Was a college student athlete before beginning an internship with NM and upon graduation transitioned to full time.
• Passionate About? Loves being a part of his community and is involved in his church. Enjoys spending time with his family, golfing, and coaching.

Trevor Spiegel : Financial Advisor :

• How long with NM?Started with NM 4 years ago.
• Prior Experience? Employed with the State of Nebraska.
• Passionate About? Loves watching Nebraska Husker football, playing golf, and spending time with his family.

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 highly preferred, but not required.
• 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. Nathan Karges is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.