Financial Representative Entry Level
19 days ago
Omaha
Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Recognized as Omaha's Best Financial Planning and Investment Firm for nearly a decade, we are proud to serve over 57,000 clients across Nebraska with nearly $4 billion in assets under management. Beyond financial services, we are driven by a passion to make a difference in the fight against childhood cancer. Through partnerships with benefactors like Childrens Nebraska, Alexs Lemonade Stand, the Leukemia & Lymphoma Society, and Team Jack, we strive to support research, treatment, and awareness for this critical cause. At Northwestern Mutual Omaha, we are more than a financial partnerwe are a trusted ally committed to helping you achieve your goals, secure your future, and make a meaningful impact in the world. Our thriving office is located: 9300 Underwood Avenue, Suite 500 Omaha, NE 68114. 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 policy ownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds 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: Jennifer Brase - Managing Partner: • How long with NM? Been with NM for 35 years., • Prior Experience? Graduate of University of Nebraska - Lincoln. Briefly worked process student loan claims prior to seeking a greater, growth oriented career with NM., • Passionate About? Loves Nebraska Cornhusker football, camping, taking her kids on new adventures, and spending time with friends and family.Dan Ferguson - Managing Director:, • How long with NM? Been with NM for 20 years., • Prior Experience? Was a bartender and server before starting with NM as an intern., • Passionate About? Loves the game of golf. Enjoys coaching girls basketball, going to concerts, spending time with family, and watching Cornhuskers football.Katie Eikmeier - Chief Development Officer:, • How long with NM? Been with NM for 12 years., • Prior Experience? Worked in marketing and advertising prior., • Passionate About? Really enjoys being outdoors, running, traveling, and going on adventures with her 3 children.Nick Onken - Financial Advisor and Growth & Development Director:, • How long with NM? Started with NM 4 years ago., • Prior Experience? Spent 16 years in the golf industry starting in Florida and moving to Wisconsin, eventually to Nebraska. 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 is preferred, but not required., • 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.