What are the responsibilities and job description for the Financial Representative - Entry Level position at Lake Norman District - Northwestern Mutual?
Benefits:
At Lake Norman District - Northwestern Mutual, we offer a holistic approach to financial planning, combining wealth management, risk management, tax-efficient strategies, and estate planning into a single, aligned plan for each client. Our goal is to provide personalized financial advice that helps individuals and families secure their future while optimizing their wealth and minimizing taxes.
As a financial representative with our team, you’ll build lasting client relationships and provide tailored strategies to meet their unique financial goals. Our collaborative approach ensures you have the resources, training, and support to succeed, while making a real impact in the lives of those you serve.
By joining our team, you'll gain access to expert mentorship, cutting-edge training, and a proven process for success. If you're ready for a career where you can make a difference and build a rewarding future, the Lake Norman District - Northwestern Mutual is the perfect place for you.
Our thriving office is located: 9713 Northcross Ctr Ct Ste 300, Huntersville, NC 28078
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 Leaders, the Heartbeat of Our Business:
Carla Miller - Market Leader & Financial Advisor
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:
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Stephen Mechanic is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
At Lake Norman District - Northwestern Mutual, we offer a holistic approach to financial planning, combining wealth management, risk management, tax-efficient strategies, and estate planning into a single, aligned plan for each client. Our goal is to provide personalized financial advice that helps individuals and families secure their future while optimizing their wealth and minimizing taxes.
As a financial representative with our team, you’ll build lasting client relationships and provide tailored strategies to meet their unique financial goals. Our collaborative approach ensures you have the resources, training, and support to succeed, while making a real impact in the lives of those you serve.
By joining our team, you'll gain access to expert mentorship, cutting-edge training, and a proven process for success. If you're ready for a career where you can make a difference and build a rewarding future, the Lake Norman District - Northwestern Mutual is the perfect place for you.
Our thriving office is located: 9713 Northcross Ctr Ct Ste 300, Huntersville, NC 28078
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 Leaders, the Heartbeat of Our Business:
Carla Miller - Market Leader & Financial Advisor
- How long with NM? Started in 2022
- Prior Experience? Graduated from Colorado Christian University and interned with Northwestern Mutual. She then spent time in higher education and human resources before working for 8 years as an executive director of a crisis intervention nonprofit in New Mexico.
- Passionate About? Carla enjoys spending time with her three kids, working out, and staying active. She was previously involved in CrossFit but now loves attending workout classes or using her home gym. Carla is very active in the Down syndrome community and serves as the Vice President of GiGi's Playhouse in Charlotte.
- How long with NM? Started in 2015.
- Prior Experience? A graduate of Appalachian State University, Stephen played outside linebacker there before interning with Northwestern Mutual during his final semester. He started full-time after graduation.
- Passionate About? Stephen lives in Charlotte with his wife, Alexis, and their golden retriever, Reagan. He enjoys golfing, shooting sporting clays, and staying active with the 6 a.m. crew at Ultimate Athlete in Lake Norman. An advocate for North Carolina's wildlife, he’s a Lifetime Member of the NC Wildlife Resources Commission. Stephen is also passionate about App State and the Carolina Panthers and has helped connect Appalachian State alumni in Charlotte.
- How long with NM? Started in 2021
- Prior Experience? Tyler was a professional swimmer who represented the United States at the highest levels, including the Olympics. He also has experience in business development before transitioning to financial advising.
- Passionate About? Tyler brings a disciplined, strategic approach to wealth management, shaped by his background in elite sports. He’s passionate about helping clients build and achieve their financial goals. Outside of work, Tyler is dedicated to mentoring young athletes and giving back to the community through local philanthropic efforts.
- How long with NM? Started in 2012
- Prior Experience? Deidra spent 8 years in business development before joining Northwestern Mutual. She is a graduate of Mississippi State University with a degree in Banking and Finance.
- Passionate About? Deidra is known for her ability to connect with people and bring them together. She is involved in the community through various service organizations, including her church and Delta Sigma Theta Sorority Inc. Deidra is on the board of WEE (Women Embracing Excellence) and the Career Mastered Magazine Executive Advisory Board. She enjoys working out, traveling, and spending quality time with her family and friends.
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.
- 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).
- 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. Stephen Mechanic is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.