Financial Representative Entry Level
27 days ago
Ogden
Job DescriptionBenefits: • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Our thriving offices are located at: • 172 N East Promontory STE 265 Farmington, UT 84025 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 policyownersnot 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: Sawyere Monson - Managing Director: • Time with NM: 10 years, • Prior to: Sawyere was a college football athlete before beginning his career with Northwestern Mutual., • Passionate About: Outside of the office, Sawyere enjoys staying active through fitness, snowboarding, and mountain biking. Hes passionate about personal development, his faith, and spending quality time with his wife and four children.Trevor Grayson - Growth & Development Director:, • Time with NM: 5 years, • Prior to: Trevor worked as a Corporate Project Manager at Select Health and ran several side businesses. He also played college soccer., • Passionate About: Trevor is an endurance athlete with a love for triathlons, mountain biking, and skiing. He and his wife are raising five children, and he thrives on staying active and involved with his family.Sebastian Lawson - College Unit Director:, • Time with NM: 3 years, • Prior to: Sebastian came to Northwestern Mutual from a background in medical sales., • Passionate About: He is passionate about mountain biking, running, snowboarding, and personal development. At home, he enjoys life with his wife and their three children.Chris Smith - Financial Representative:, • Time with NM: 6 months, • Prior to: Chris has a background in tech sales and spent time coaching high school athletics. 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., • 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., • 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. Sawyere Monson is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.