Financial Representative - Entry Level
9 days ago
Greensboro
Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development We pride ourselves on fostering a supportive, inclusive environment, with a focus on mentorship and continuous development for all team members. Additionally, we are deeply involved in the local community, supporting organizations like UNCG Athletics and Alexs Lemonade Stand for pediatric cancer research. Our thriving district office is located: 333 N. Greene Street, Suite 400, Greensboro, NC 27401 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: Earnings Potential with our District Office: • Years 1-4 average earnings: $165,000 per year, • Years 5+ average earnings: $560,000 per yearMeet Some of Our Local Greensboro Leaders, the Heartbeat of Our Business: Jeff Jackman, Wealth Management Advisor/GDD: • How long with NM? 10 years, • Previous experience? Formerly in the golf business, selling and fitting golf clubs since college., • Passionate about? Enthusiastic about spending time with his 1-year-old daughter, grilling BBQ, avid golfer, snowboarding, Pittsburgh sports fan, and enjoys personal development and psychology.Kristin Kling, Financial Advisor/Field Director:, • How long with NM? 10+ years, • Previous experience? Worked at American Express, Wells Fargo, and Lincoln Financial in both call center and banking roles., • Passionate about? Empowering women in business, exploring new cities and restaurants, baking, musical theater, and connecting people.Megan Parker, Director of Selection & Recruitment:, • How long with NM? 1 year, • Previous experience? Worked in conferencing, event planning, sales, talent acquisition, and career services in higher education for 9 years., • Passionate about? Traveling, live music, college football (Go Deacs!), musical theater, working out, volunteering, and crafting.M. Scott Henegar, Managing Director:, • How long with NM? 27 years (13 as an Advisor, 14 as Managing Director), • Previous experience? Resort consulting, snow ski instructor, river guide. Key Responsibilities: • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns., • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement., • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income., • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances., • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.Qualifications:, • Education: A bachelor's degree in finance, business, or a related field is preferred., • Experience: Previous experience in financial services, insurance or business development is beneficial but not required., • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients., • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).Benefits:, • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications., • Income Potential: Competitive compensation structure including performance incentives, with no ceiling., • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors., • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Flexible work from home options available.