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Northwestern Mutual · 1 day ago

Financial Representative - with Full Training & Development Program

Melville, NY

Full-time

Onsite

New Grad, Entry Level

$75K/yr - $159K/yr

Northwestern Mutual is a leader in the financial services industry, dedicated to helping clients achieve their financial goals. As a Financial Representative, you will work with individuals, families, and small businesses to provide customized financial strategies and solutions, while benefiting from a comprehensive training and development program.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management

Responsibilities

Make an impact on the community, people’s lives, and the communities you care for by providing paths to financial stability and peace of mind

Receive personalized coaching and market (client) development resources as well as financial support for professional designations and certifications

Establish impactful networks in the community and learn how to authentically build referral connections

Develop and maintain long-term client relationships (our average client relationship is over 40 years)

Provide customized financial strategies and solutions through factfinding and holistic financial planning

Broaden and deepen your skillset through ongoing professional development and joint work – experiential learning

The opportunity to design your roadmap to leadership and specialized roles

Qualification

Financial planningClient relationship managementMarket developmentNetworkingCoachableCommunicationIntegritySelf-motivationGoal-oriented

Required

Dependable, consistent, full of integrity and honesty

Excellent communicator and relationship builder

A driven, independent, self-motivated, and goal-oriented person

Growth minded, coachable with strong desire for long term success

Benefits

Dental insurance

Employee assistance program

Employee discount

Financial planning services

Flexible schedule

Flexible spending account

Health insurance

Life insurance

Parental leave

Professional development assistance

Retirement plan

Vision insurance

Company

Northwestern Mutual

Glassdoor3.9

Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.

Founded in 1857

Milwaukee, Wisconsin, USA

5001-10000 employees

https://www.northwesternmutual.com

Funding

Current Stage

Late Stage

Leadership Team

Timothy Gerend

Chairman, President and CEO

Phil Odella

COO/CFO

Recent News

PR Newswire

Northwestern Mutual tops industry in Financial Soundness, Quality of Products and Services, Long-Term Investment Value and more on FORTUNE's latest list of the "World's Most Admired" Companies

2026-01-22

Bizjournals.com Feed (2025-11-12 15:43:17)

Where Northwestern Mutual has outgrown a 150-person office

2026-01-22

Bizjournals.com Feed (2025-11-12 15:43:17)

Northwestern Mutual relocating 150-person Mendota Heights office to Bloomington for growth

2026-01-17

Company data provided by crunchbase