Financial Representative jobs in United States
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Northwestern Mutual · 13 hours ago

Financial Representative

positionMount Juliet, TN
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level

Northwestern Mutual is dedicated to providing long-term financial clarity through a people-first planning approach. The Financial Representative will be responsible for meeting with clients to understand their financial goals, providing tailored financial planning advice, and recommending appropriate financial products and services.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
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H1B Sponsor Likelynote

Responsibilities

Meeting with clients to understand their financial goals
Providing tailored financial planning advice
Recommending appropriate financial products and services
Conducting financial analysis
Developing personalized strategies
Maintaining long-term relationships with clients
Engaging in continuous learning to stay updated with industry trends and regulations

Qualification

Financial products knowledgeClient relationship managementAnalytical skillsRelevant certificationsCommunication skillsProblem-solving skillsTeam collaboration

Required

Strong knowledge of financial products and services, including life insurance, annuities, and investment options
Excellent client relationship management and customer service skills
Exceptional analytical, problem-solving, and strategic thinking abilities
Effective communication and interpersonal skills
Ability to work independently and collaboratively in a team environment

Preferred

Relevant certifications or licenses (e.g., CFP, Series 6/7, Life and Health Insurance License) are a plus
Bachelor's degree in Finance, Business, or a related field is preferred

Company

Northwestern Mutual

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Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
dateFounded in 1857
location
Milwaukee, Wisconsin, USA
people-size5001-10000 employees
web-link
https://www.northwesternmutual.com

H1B Sponsorship

Northwestern Mutual has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2020 (1)

Funding

Current Stage
Late Stage

Leadership Team

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Timothy Gerend
Chairman, President and CEO
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Phil Odella
COO/CFO
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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