Financial Representative - Entry Level
14 days ago
Clayton
Job Description At Babitz Financial Group of Northwestern Mutual, we believe in helping people build lives of durable fulfillment—defined by happiness, success, and freedom. Rooted in values of faith, personal responsibility, growth, generosity, and a feedback-rich culture, our team consistently ranks in the top 10% of all Northwestern Mutual offices nationwide—a testament to both our high performance and strong community. We foster an environment where personal and professional development are paramount, and our mission goes far beyond financial planning. Each year, we host a major charity event to support pediatric cancer research, reflecting our deep commitment to giving back and making a lasting impact. Our thriving office is located: 101 S Hanley Ste 1900 Clayton, MO 63105 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Danny Babitz – Managing Director: • How long with NM: Joined Northwestern Mutual in June 2008 and has been with the firm for 17 years., • Prior Experience: Danny began his career with Northwestern Mutual as a college intern and transitioned to a full-time Financial Representative immediately after graduation., • How long with NM: With Northwestern Mutual for 6.5 years., • Prior Experience: Before joining NM, Andrew spent nine years practicing law as an attorney., • How long with NM: With Northwestern Mutual for 5 years., • Prior Experience: Began his career directly off-campus following college graduation., • How long with NM: With Northwestern Mutual for 5.5 years., • Prior Experience: Worked in property management for a large company for 13 years before transitioning to NM. As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. 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., • Education: A bachelor's degree 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., • 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., • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Danny Babitz is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Company DescriptionRooted in values of faith, personal responsibility, growth, generosity, and a feedback-rich culture, our team consistently ranks in the top 10% of all Northwestern Mutual offices nationwide—a testament to both our high performance and strong community. We foster an environment where personal and professional development are paramount, and our mission goes far beyond financial planning. Each year, we host a major charity event to support pediatric cancer research, reflecting our deep commitment to giving back and making a lasting impact.Rooted in values of faith, personal responsibility, growth, generosity, and a feedback-rich culture, our team consistently ranks in the top 10% of all Northwestern Mutual offices nationwide—a testament to both our high performance and strong community. We foster an environment where personal and professional development are paramount, and our mission goes far beyond financial planning. Each year, we host a major charity event to support pediatric cancer research, reflecting our deep commitment to giving back and making a lasting impact.