Financial Representative Entry Level

Position Overview

Join the Winning Team at Northwestern Mutual - Chicagoland!

At Northwestern Mutual Chicagoland, we are driven by a mission to impact lives and build secure futures. Guided by our core values of Abundance, Integrity, Growth, Loyalty, and Culture, we attract, launch, and support financial services professionals committed to making a difference. Recognized as one of the Top Places to Work in Chicago since 2017, our firm is growing toward an ambitious vision – expanding to eight offices, developing 200 advisors, and impacting 200,000 lives – and is set to pay a record-breaking $9.2 billion in dividends in 2026.

A Glance at Northwestern Mutual:

Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor:

About the Financial Representative Role:

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.

Required Qualifications

• Education: A bachelor's degree is preferred.
• Experience Required: 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 & Perks

• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance
• Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications
• 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 towards financial security and success
• Flexible work from home options available