Financial Representative Entry Level

<div class="benefits"> <div><strong>Benefits:</strong></div> <ul> <li>Retirement</li> <li>Bonus based on performance</li> <li>Company parties</li> <li>Dental insurance</li> <li>Flexible schedule</li> <li>Health insurance</li> <li>Opportunity for advancement</li> <li>Training & development</li> <li>Vision insurance</li> </ul> </div> <div class="trix-content"> <div> <strong>At Northwestern Mutual of Lincoln, we envision a future where individuals and families thrive with confidence, purpose, and security.</strong> Guided by our core values, putting people first, celebrating respect, striving for achievement, and empowering others to build their best lives. We are dedicated to making a meaningful difference in the lives we touch.<br><br> </div><div>Our passion extends beyond financial planning to champion the fight against childhood cancer. With over $1.2 million raised locally, 15,000+ community service hours, and 150+ impactful events, we proudly support organizations like Children’s Nebraska, Alex’s Lemonade Stand, the Leukemia & Lymphoma Society, and Team Jack.<br><br> </div><div>Rooted in our purpose of strengthening communities through financial security, we aim to inspire hope, amplify potential, and build a brighter, more equitable future for all. Together, we create lasting change and a legacy of excellence.<br><br> </div><div> <strong>Our thriving office is located at:</strong> 8333 Glynoaks Dr, Suite 100 Lincoln, NE 68516<br><br> </div><div>Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor:<a href="https://youtu.be/tar1BSa7Gaw"> https://youtu.be/tar1BSa7Gaw<br></a><br> </div><div><strong>A Glance at Northwestern Mutual (NM):</strong></div><div>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.</div><div>  </div><div><strong>Meet Some of Our Local Leaders, the Heartbeat of Our Business:</strong></div><div><br></div><div><strong>Nathan Kruse - Wealth Management Advisor & Managing Director:</strong></div><ul> <li>How long with NM? Started with NM 15 years ago.</li> <li>Prior Experience? Began as an intern with NM during college.</li> <li>Passionate About? Enjoys spending time with family, watching Nebraska Husker football, golfing, and hunting.</li> </ul><div><strong>Russell Walton - Financial Advisor:</strong></div><ul> <li>How long with NM? Been with NM for 12 years.</li> <li>Prior Experience? Previously a bank teller, sales intern, then began as an intern with NM.</li> <li>Passionate About? Loves sports such as wrestling, football, and golf. He also enjoys spending time with family and traveling.</li> </ul><div><strong>Jennifer Brase - Managing Partner:</strong></div><ul> <li>How long with NM? Been with NM for 35 years.</li> <li>Prior Experience? Graduate of University of Nebraska - Lincoln. Briefly worked process student loan claims prior to seeking a greater, growth oriented career with NM.</li> <li>Passionate About? Loves Nebraska Cornhusker football, camping, taking her kids on new adventures, and spending time with friends and family.</li> </ul><div><strong>Laurie Sagehorn - Director of Development:</strong></div><ul> <li>How long with NM? Been with NM for 5 years.</li> <li>Prior Experience? Was in Pharmaceutical Sales prior. </li> <li>Passionate About? Loves cheering on her son’s high school sports teams. Enjoys family time as well as traveling.</li> </ul><div><strong>About the Financial Representative Role:</strong></div><div>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.</div><div><br></div><div><strong>Key Responsibilities:</strong></div><ul> <li>Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.</li> <li>Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.</li> <li>Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.</li> <li>Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.</li> <li>Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.</li> </ul><div><strong>Qualifications:</strong></div><ul> <li>Education: A bachelor's degree is highly preferred, but not required.</li> <li>Experience: Previous experience in financial services, insurance or business development is beneficial but not required.</li> <li>Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.</li> <li>Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).</li> </ul><div><strong>Benefits:</strong></div><ul> <li>Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.</li> <li>Income Potential: Competitive compensation structure including performance incentives, with no ceiling. </li> <li>Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.</li> <li>Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.</li> <li>Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. </li> </ul><div>Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Nathan Kruse is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.</div> </div> <p>Flexible work from home options available.</p>