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Northwestern Mutual · 15 hours ago

Financial Representative

Providence, RI

Full-time

Onsite

New Grad, Entry Level

Northwestern Mutual is a Fortune 500 company providing financial security for over 160 years. The Financial Representative role involves creating personalized financial strategies for clients and building lasting relationships to help them achieve long-term financial security.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management

Responsibilities

Develop personalized financial plans that address client needs, including wealth management, retirement planning, risk management, and estate planning

Educate clients on financial solutions such as insurance, investments, and advisory services

Build and maintain strong, long-term client relationships through regular communication and service

Prospect, network, and generate new business opportunities

Stay informed on industry trends, products, and regulatory requirements

Collaborate with a team of specialists to deliver comprehensive financial strategies

Qualification

Bachelor’s degreeEntrepreneurial driveResilientSales experienceClient-facing experienceInterpersonal skillsCommunication skillsSelf-motivatedContinuous learning

Required

Bachelor's degree

Strong interpersonal and communication skills with a client-first mindset

Entrepreneurial drive with the ability to manage your own practice and time effectively

Self-motivated, resilient, and committed to continuous learning

Preferred

Sales or client-facing experience is a plus

Benefits

Training, licensing and mentorship available

Competitive compensation structure with commission, performance bonuses, and incentive programs

Full benefits package, including medical, dental, vision, retirement plans, and 401K matching

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