Financial Representative - Entry Level

Babitz Financial Group

  • O'Fallon, MO
  • $71,000-121,000 per year
  • Permanent
  • Full-time
  • 21 hours ago
Benefits:
  • Retirement
  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance
At Babitz Financial Group of Northwestern Mutual, we believe in helping people build lives of durable fulfillment—defined by happiness, success, and freedom. Rooted in values of faith, personal responsibility, growth, generosity, and a feedback-rich culture, our team consistently ranks in the top 10% of all Northwestern Mutual offices nationwide—a testament to both our high performance and strong community. We foster an environment where personal and professional development are paramount, and our mission goes far beyond financial planning. Each year, we host a major charity event to support pediatric cancer research, reflecting our deep commitment to giving back and making a lasting impact.Our thriving office is located: 101 S Hanley Ste 1900 Clayton, MO 63105Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: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 policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s 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:Danny Babitz – Managing Director:
  • How long with NM: Joined Northwestern Mutual in June 2008 and has been with the firm for 17 years.
  • Prior Experience: Danny began his career with Northwestern Mutual as a college intern and transitioned to a full-time Financial Representative immediately after graduation.
  • Passionate About: Danny is passionate about helping people tap into their untapped potential and live more fulfilling lives. Outside of work, he enjoys spending time with his wife, Katelyn, and their two sons. He also loves golfing, traveling, giving back through time and donations, and engaging in personal development.
Andrew F. Babitz, JD, CFP® – Wealth Management Advisor:
  • How long with NM: With Northwestern Mutual for 6.5 years.
  • Prior Experience: Before joining NM, Andrew spent nine years practicing law as an attorney.
  • Passionate About: Andrew values time freedom and is deeply committed to his family—his wife, Diana, and their three children. He enjoys coaching his kids’ sports teams, golfing, traveling, and being involved in the community. His ability to prioritize family while having autonomy in his schedule is what fuels his passion for this career.
Tyler West, CFP®, ChFC®, RICP® – Financial Advisor:
  • How long with NM: With Northwestern Mutual for 5 years.
  • Prior Experience: Began his career directly off-campus following college graduation.
  • Passionate About: Tyler enjoys golfing, traveling, working out, and spending quality time with family. His top motivator is achieving freedom of time and using that freedom to pursue what matters most in life.
Tim O’Toole, CFP® – Financial Advisor:
  • How long with NM: With Northwestern Mutual for 5.5 years.
  • Prior Experience: Worked in property management for a large company for 13 years before transitioning to NM.
  • Passionate About: Tim is married to Ashton and is an avid dog lover. He’s passionate about sports, traveling, and golfing with his wife. He also cherishes spending time with his extended family, who are spread across the country.
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:
  • 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 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. Danny Babitz is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.Flexible work from home options available.

Babitz Financial Group