What are the responsibilities and job description for the Financial Representative Entry-Level position at Jump District - Northwestern Mutual?
At Jump District - Northwestern Mutual , we’re driven by a vision to help people discover and achieve what’s possible. Guided by our core values of Courage, Passion, and Growth, our Financial Representatives play a vital role in empowering clients to achieve financial security through education, motivation, and personalized support.
Since our founding just five years ago, we’ve grown from a single full-time advisor to a thriving team of 6 full-time advisors, 6 additional team members, and a dynamic group of College Financial Representatives each year. Our growth reflects our commitment to fostering an environment of continuous improvement, collaboration, and success.
As a valued member of our team, you’ll benefit from expert mentoring, advanced training, and cutting-edge technology—all backed by Northwestern Mutual, a Fortune 500-ranked company with an Aaa rating from Moody's and a leadership position in total dividend payouts, totaling billions annually.
Joining Jump District means becoming part of a purpose-driven, growth-oriented team, where you’ll feel valued and empowered to pursue both personal and professional goals. Our commitment to making a difference extends beyond finance; we are proud to maintain a strategic community partnership with Millikin University, where we sponsor and participate in events such as Millikin Athletics Golf Outings, Youth Basketball Camps, semi-annual Dress for Success events, Career Fairs, and educational talks with nursing students, the Tabor School of Business, and various sports teams.
Additionally, we host an annual charity day where our entire office volunteers at the Special Olympics track meet held at Illinois State University in Bloomington—a day of teamwork and service we are proud to support.
With a proven path to financial independence, including the potential to earn $150,000 in your first year, you’ll have the tools, freedom, and support to make a profound impact on your clients and your career.
Our thriving office is located at : 240 S. Main St., Decatur, IL 62523
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor : https : / / youtu.be / tar1BSa7Gaw
Meet Caleb Jump - Managing Director, Jump District
With nearly a decade of leadership at Northwestern Mutual, Caleb Jump brings a wealth of experience and a passion for guiding others toward financial success. Before joining Northwestern Mutual, Caleb spent 10 years in mortgage and commercial lending, working with two prominent local banks in Decatur. His background in lending provided him with a deep understanding of financial solutions and community relationships, which he now leverages to help clients and his team thrive.
Outside of work, Caleb is a dedicated father of four daughters, actively supporting and coaching their diverse extracurricular pursuits, including basketball, dance, show choir, and volleyball. When he finds time for himself, Caleb enjoys collecting cigars and bourbon, reflecting his appreciation for quality and tradition. Caleb’s leadership is grounded in his commitment to his family, his team, and his community, making him an integral part of Northwestern Mutual’s success.
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 :
- 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 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 :
- 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.
Qualifications :
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Caleb Jump 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 - $104,000
