Financial Representative - Entry Level
Dorner District - Northwestern Mutual
- Bloomington, IL
- $62,000-116,000 per year
- Permanent
- Full-time
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
- 301 North Neil Street, Suite 501, Champaign, IL 61820
- 102 South East Street, Bloomington, IL 61701
- 410 Fayette, Peoria, IL 6160
- Time with NM: 22 years as of October 2025.
- Prior to: Spent 7 years in Big 8 Accounting and Benefit Consulting. Later became the first hire at a tech startup, where he was part of the leadership team that grew the company to 200 employees over 10 years.
- Passionate About: Enjoys adventures with his wife and family, especially the energy of the ocean, mountains, big cities, college sports, and live music. Dedicated to mental and physical fitness, aligned with his purpose: to teach, train, and inspire people to compete for what’s possible today and enjoy the moments along the way.
- Time with NM: Nearly 3 years.
- Prior to: Built a career in the NBA and NFL, focusing on premium services and sales—courtside seating, club seats, and suites.
- Passionate About: A proud wife and mom to two young children. Loves spending time cooking as a family and watching her son take charge in the kitchen. Enjoys annual trips to Kentucky Lake for fishing and visiting family in Florida, with bucket-list destinations added along the way.
- Time with NM: 13 years
- Prior to: Began as an intern in college and has been with NM ever since. Before that, worked in landscaping and lawncare sales during college.
- Passionate About: Helping others reach and enjoy financial security. Outside of work, Brad enjoys time with his wife and three kids, is active in his local church, and loves spending time with his 10 nieces and nephews.
- Time with NM: 2.5 years
- Prior to: Spent over 10 years in corporate account management and consulting roles—4 years in logistics and 6 years in the medical device industry. Developed skills in interpersonal communication, problem-solving, time management, and customer service that now help him connect with and support his clients.
- Passionate About: Very family-oriented and enjoys spending quality time with his wife and son. They love traveling, attending sporting events, discovering new restaurants and breweries, and maximizing time with friends and extended family.
- 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.
- 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).
- 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.