Financial Representative - Entry Level

Willour District - Northwestern Mutual

  • Lakeville, MN
  • $67,000-118,000 per year
  • Training
  • Full-time
  • 1 day ago
Benefits:
  • 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 Willour District – Northwestern Mutual!At the Willour District, we’re more than a top-performing team—we’re a community built around growth, impact, and purpose. With 25+ high-caliber professionals and bold goals like surpassing $1.0 million in U5 FYC and serving 400+ planning clients, we’re setting the standard in financial services. Known for our leadership in teaming, diversity and inclusion, and advisor development, we’re proud to be a top-10 internship district and a destination for talent seeking meaningful careers.Our culture is deeply rooted in collaboration, connection, and giving back. We proudly support organizations like Pinky Swear Foundation and Best Christmas Ever, reflecting our commitment to both our clients and our community. If you’re driven by purpose and ready to grow in a values-based environment, the Willour District is the place to start your next chapter.Our thriving office is located: 576 Bielenberg Drive Suite 250 Woodbury, MN 55125Follow 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:Josh Willour – Managing Director:
  • Time with Northwestern Mutual: 16 years
  • Previous Experience: Started as an intern and has built his career with Northwestern Mutual since.
  • Outside Interests: Passionate about family life—spending time with his wife and their five kids traveling, enjoying sports, and being together as often as possible.
Seth Hendricks – Financial Representative:
  • Time with Northwestern Mutual: 6 years
  • Previous Experience: Former Police Officer
  • Outside Interests: Enjoys running marathons and Ragnar races, creative play with his son and daughter, and movie nights with his wife.
Halsted Knutson – Wealth Management Advisor:
  • Time with Northwestern Mutual: 4 years
  • Previous Experience: Was pursuing a Doctorate in Chiropractic Care before joining NM.
  • Outside Interests: Loves traveling with his wife and four kids, trying new coffee shops, staying active, coaching his daughter’s softball team, and spending time outdoors.
Dave Dettmann – Wealth Management Advisor:
  • Time with Northwestern Mutual: 14 years
  • Previous Experience: Former teacher and photographer
  • Outside Interests: Enjoys time with family and friends, boating, wakeboarding, and attending music festivals.
Michelle Lother – Associate Wealth Management Advisor and College Unit Director:
  • Time with Northwestern Mutual: 5 years
  • Previous Experience: Graduated from Mankato State University with a degree in General Finance; played college basketball.
  • Outside Interests: Loves walking her dog, exploring new breweries, traveling with her fiancé, and tackling new home projects.
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. Josh Willour is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.Flexible work from home options available.

Willour District - Northwestern Mutual