What are the responsibilities and job description for the Financial Representative - Entry Level position at Northwestern Mutual - Greater Monmouth County?
At Northwestern Mutual – Greater Monmouth County, we are driven by a mission to help our clients achieve financial security and live their best lives. Through our holistic approach to financial planning and exclusive access to Northwestern Mutual’s products and services, we turn our clients' goals and dreams into reality. But we don’t just focus on our clients—we believe in creating a collaborative, supportive, and motivating environment where our team members thrive both personally and professionally.
Our commitment to diversity and inclusion is at the core of who we are. With 54% of our advisors and 78% of our organization representing diverse backgrounds, we believe that a variety of perspectives strengthens our ability to serve our clients effectively. Our dedication to fostering an inclusive environment has earned us the Northwestern Mutual Diversity & Inclusion Excellence Award in both 2023 and 2024.
With a culture rooted in inclusivity, accountability, and fun, we’re committed to fostering growth, maintaining high standards, and empowering each individual to reach their full potential. Whether it’s through mentorship from top-producing advisors or giving back to the community through charitable efforts like Alex’s Lemonade Stand and the Salvation Army Angel Tree Program, we ensure that our success is built on strong relationships, shared values, and a passion for making a difference. We are more than a financial planning firm—we are a mission-focused, growth-driven, and people-first organization. Through accountability, innovation, and a passion for helping others, we continue to elevate the standard of excellence in financial planning. Join us at Northwestern Mutual – Greater Monmouth County, where excellence, growth, and purpose converge.
Our thriving office is located : 10 NJ-35 Suite 400 Red Bank, NJ 07701.
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor : https : / / youtu.be / tar1BSa7Gaw
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 Team, the Heartbeat of Our Business :
Mark Savino - Managing Director :
- How long with NM? Has worked with NM for 17 years.
- Prior Experience? Mark graduated from Brown University where he was a D1 wrestler. He also interned with NM before starting his career with the company.
- Passionate About? Mark loves spending time with his wife Andrea and his children Rocca and Izzy. He enjoys the sport of wrestling, the jersey shore, and traveling as well.
- How long with NM? Has worked with NM for 22 years.
- Prior Experience? She graduated from Villanova University.
- Passionate About? Marissa spends 50% of her time being a mom of 3 kiddos while still being a top producer nationally. She also enjoys coaching her children, working out, being involved in her community, and recently picking up tennis.
- How long with NM? Has worked with NM for 14 years.
- Prior Experience? Sagar was the founder of his fraternity and graduated from Bryant University. He was also an intern with NM.
- Passionate About? Sagar loves spending time with his wife Henna, playing pickleball, and being involved in his community.
- How long with NM? Has worked with NM for 7 years.
- Prior Experience? Former PGA Athlete.
- Passionate About? Ryan enjoys playing golf, spending time with his wife Kristen, and hosting office Taco Tuesdays.
- How long with NM? Has worked with NM for 6 years.
- Prior Experience? He graduated from Stockton University and was an intern with NM before beginning his career with the company.
- Passionate About? Julian enjoys cars and participating in high adrenaline activities like skydiving and racing.
- How long with NM? Has worked with NM for 2 years.
- Prior Experience? Kevin graduated from Rider University and was formerly a D1 Men’s Basketball Coach.
- Passionate About? Kevin loves spending time with his wife Jaclyn and two sons, Derek and Tyler. Kevin also loves their dog Chase and Philly sports.
- 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.
- Education : A bachelor's degree is strongly 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).
- Ability to commute to our main office on a regular basis. Benefits :
- Retirement
- 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.
Marissa Williams - Wealth Management Advisor :
Sagar Shah - Financial Planner :
Ryan Hengerer - Financial Advisor :
Julian Palermo - Financial Advisor :
Kevin Noon - Financial Advisor :
About the Financial Representative Role :
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 :
Qualifications :
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Mark Savino is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Salary : $70,000 - $95,000
