Northwestern Mutual · 1 day ago
Financial Representative (Full Training and Licensing Provided)
Toledo, OH
Full-time
Hybrid
New Grad, Entry Level
$75K/yr - $150K/yrNorthwestern Mutual is a leading company in the financial services industry, recognized for its strong track record of financial success. They are seeking a Financial Representative who will help clients achieve their financial goals by developing and implementing personalized financial plans. The role involves building relationships, educating clients on financial options, and managing client financial plans.
AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
Responsibilities
Build —Work to build a clientele by growing trustworthy relationships with your network and develop knowledge of NM financial products and market trends
Educate —Educate yourself beyond training through sponsored licensing, registration, and ongoing development. Use assistive software, reporting tools, and illustrations to teach clients about financial planning options
Influence — Presenting clients with the opportunity to protect and prosper, you will drive clients to action through honest influence and recommendations
Own —Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs
Qualification
Required
Strong interpersonal and communication skills
Demonstrated history of personal success
Ability to thrive in an entrepreneurial environment
Value professional interdependence with a world-class company
Demonstrated interest in community impact and business
Preferred
Ability to connect with people and build personal, trusted relationships
Interest in financial planning
Driven person committed to succeeding
Ready to earn more for hard work
Enjoy helping people make informed, confident decisions
Ready to live the life you want, both personally and professionally
Benefits
Comprehensive medical insurance
Mental Health Benefits
Two pension plans
Life and disability insurance
Health care and dependent care reimbursement accounts
Reimbursement for licensing and ongoing education
401(k)
Dental insurance
Flexible schedule
Health insurance
Parental leave
Vision insurance
Company
Northwestern Mutual
Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
Founded in 1857
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Timothy Gerend
Chairman, President and CEO
Phil Odella
COO/CFO
Recent News
UPSTATE BUSINESS JOURNAL
2025-12-12
Company data provided by crunchbase