Financial Representative - Entry Level

Northwestern Mutual

  • Lafayette, CO
  • $73,000-92,000 per year
  • Permanent
  • Full-time
  • 15 days ago
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:Our growing district office is located: 3875 Steele St Suite 1244; Denver, CO 80205Meet Some of Our Local Denver Leaders, the Heartbeat of Our Business: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 fiancée, Renata.
Molly Berger, Wealth Management Advisor
  • 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.
Jonathan Tippetts, Financial Advisor & Growth and Development Director
  • How long with NM? 5 years
  • Previous experience? Business and Environmental Science major, Front-End Manager at Target.
  • Passionate about? Changing clients’ lives, adventuring, and spending time on the water with loved ones.
Darrah Tinkler, Strategy Analyst
  • How long with NM? 1.5 years
  • Previous experience? Assistant Librarian
  • Passionate about? Helping people discover career paths, exploring antique stores and spending time with her husband.
Kelly Dubek, Talent Acquisition Specialist
  • How long with NM? 6 months
  • Previous experience? Recruiter for healthcare and logistics, Speech Language Pathologist Assistant.
  • Passionate about? Connecting people, outdoor activities like skiing and hiking, and attending music and food festivals with her husband and dog, Molly.
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:
  • Experience: Previous experience in financial services, insurance or business development is not required. Our team members come from a diverse array of career backgrounds including: Nonprofit leadership and management, retail, fitness, education, healthcare, logistics, sales, business development, finance, technology and others.
  • 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:
  • 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. Additionally, we offer a first year stipend based on controllable factors, ensuring an income if you put in the work and meet the position’s requirements.
  • 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. Sarah Tinkler is a District Agent of NM.For more information and additional disclosures please go to .Flexible work from home options available.

Northwestern Mutual