Financial Representative - Entry Level
11 days ago
Springfield
Job Description Join the Winning Team at Northwestern Mutual - Central Illinois! At Northwestern Mutual – Central Illinois, we are guided by the core values of Courage, Passion, and Growth. These principles shape everything we do—from how we support our clients to how we build our team. Our culture strikes the balance between professionalism and approachability, creating a collaborative and supportive environment where new Financial Representatives are set up to succeed. During your first year, you’ll benefit from joint work opportunities, hands-on mentoring, and personalized coaching from seasoned advisors who are truly invested in your development. We believe that growth happens best with accountability, encouragement, and the freedom to learn alongside a strong team. Our commitment to impact extends beyond financial services. We take pride in giving back to our community through support of local organizations such as HSHS St. John’s Children’s Hospital, Contact Ministries, the James Project, and Alex’s Lemonade Stand. If you're looking for a career where you can make a difference—both in your clients’ lives and in your community—while building a business with unlimited potential, we’d love to talk with you. Our thriving offices are located: • Lincoln office: 2201 Woodlawn Road Lincoln IL 62656, • Pittsfield office: 311 W Washington Street Pittsfield IL 62363, • Jacksonville office: 606 E State Street Jacksonville IL 62650 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: D. Patrick Scheina, CLU – Managing Director and Wealth Management Advisor: • Time with Northwestern Mutual: 22 years, • Previous Experience: Worked as a Loss Prevention Safety Consultant with an insurance company before joining Northwestern Mutual. He graduated from Illinois State University with a Bachelor of Science., • Time with Northwestern Mutual: 11 years, • Previous Experience: Began his career with Northwestern Mutual as a College Financial Representative in 2014 and has grown within the organization ever since., • Time with Northwestern Mutual: 38 years, • Previous Experience: Brent has spent his entire career with Northwestern Mutual., • Time with Northwestern Mutual: 13 years, • Previous Experience: Austin has built his entire professional career with Northwestern Mutual., • Time with Northwestern Mutual: Over 27 years, • Previous Experience: Sheila began her career at Northwestern Mutual in 1998 as an Associate Financial Representative and became a Financial Advisor in 2013. She holds a B.A. in Business Administration with a focus on Marketing from Olivet Nazarene University. 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. Patrick Scheina is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Company DescriptionAt Northwestern Mutual – Central Illinois, we foster a culture rooted in Courage, Passion, and Growth—values that shape not only our client relationships but also the way we invest in our team. New Financial Representatives thrive in our balanced environment of professionalism and approachability, with hands-on mentoring, personalized coaching, and collaborative joint work opportunities that define the first-year experience. Based in the heart of Illinois, our firm is committed to more than just business success—we actively support local causes like HSHS St. John’s Children’s Hospital, Contact Ministries, the James Project, and Alex’s Lemonade Stand. Here, you’ll find the tools, support, and purpose you need to build a thriving career while making a lasting difference.At Northwestern Mutual – Central Illinois, we foster a culture rooted in Courage, Passion, and Growth—values that shape not only our client relationships but also the way we invest in our team. New Financial Representatives thrive in our balanced environment of professionalism and approachability, with hands-on mentoring, personalized coaching, and collaborative joint work opportunities that define the first-year experience. Based in the heart of Illinois, our firm is committed to more than just business success—we actively support local causes like HSHS St. John’s Children’s Hospital, Contact Ministries, the James Project, and Alex’s Lemonade Stand. Here, you’ll find the tools, support, and purpose you need to build a thriving career while making a lasting difference.