What are the responsibilities and job description for the Financial Representative - Entry Level position at Northwestern Mutual - Coastal S.C.?
Job Description
Job Description
Benefits :At Northwestern Mutual- Coastal S.C. our mission is to help people define and live out their "why" by delivering a lifetime of financial security and peace of mind. We are a close-knit team of 60 members, including Advisors and Support Staff, 60% of whom represent diverse groups, former military personnel, and former NCAA athletes. We pride ourselves on the quality of our culture, which we measure by our commitment to our core values : courage, commitment, accountability, integrity, and fun.
Our team is deeply passionate about giving back to the community and actively supports organizations such as Be a Mentor, Habitat for Humanity, Leukemia and Lymphoma Society, Beyond Basic, and Alexs Lemonade Stand. In fact, this past season, we partnered with Javonte Graves-Billips and The Citadel, Military College of South Carolina, to raise $5,850 for Alexs Lemonade Stand in the fight against pediatric cancer. Joining our team as a Financial Representative means not only building a fulfilling career but also contributing to a culture that is dedicated to personal and community growth.
Our growing offices are located : 201 Sigma Dr Ste 100, Summerville, SC 29486, 235 Magrath Darby Blvd. Mount Pleasant, SC 29464, plus the future development of a new office in Bluffton, SC offering a ground floor opportunity.
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 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 :
Chrys Kanos - Managing Director :
- How long with NM? 19 years
- Prior Experience? Chrys was a Northwestern Mutual college intern prior to joining the full-time career.
- Passionate About? Chrys is passionate about family, global travel and is a proud girl dad! He has built a career helping others achieve their life by design, not by default!
- How long with NM? 6 years
- Prior Experience? Martim was the Revenue Manager for Easton Porter, a hospitality group located in Downtown Charleston, S.C.
- Passionate About? Martim is passionate about people. He loves hearing about their backgrounds, life stories, goals, and aspirations, and uses finance as a tool to help them achieve those dreams.
- How long with NM? 6 years
- Prior Experience? Spencer was a Northwestern Mutual college intern prior to joining the full-time career. He also earned an NCAA Championship for the Rowing team at The University of Washington during his college career.
- Passionate About? Spencer is passionate about traveling and experiencing different cultures with his wife, Hailey, and their pup, Winnie. He also loves competing in marathons and enjoying great food, delicious wine, and coffee!
- How long with NM? 5 years
- Prior Experience? After playing college golf at Newbury College, Danny played professionally on several mini tours and in nationwide tour events. He later transitioned into a tech sales role in Charleston, S.C., gaining experience in software solutions.
- Passionate About? Danny is passionate about his family and helping clients make strategic financial decisions that will positively impact their lives.
- How long with NM? 3 years
- Prior Experience? Prior to Northwestern Mutual, Kirsten taught high school English.
- Passionate About? Kirsten is passionate about helping people grow, and watching them become confident and excited about their growth. She is passionate about people, generosity, and creating space for fun and laughter both in work and in life!
- How long with NM? 7 years
- Prior Experience? Prior to Northwestern Mutual, Jenny was in the healthcare industry, specializing in pharmaceutical account management. She also has a background in agricultural commodity sales. Jenny is also a former NCAA swimmer from the University of Illinois.
- Passionate About? Jenny is passionate about helping entrepreneurs, sports and entertainment professionals and business owners optimize their dollars by leveraging tax efficient planning!
- How long with NM? 5 years
- Prior Experience? Tom proudly served 28 years in the Navy (active and reserve) and is a veteran of the War in Afghanistan. Following his retirement from the Navy, Tom worked for the Department of Defense and later as a business development consultant for defense industry, prior to joining NM.
- Passionate About? Tom is passionate about his family and being a good father. He is also passionate about his faith and working within his church to help his community. He is also deeply passionate about fitness and his career, helping his clients achieve their goals and dreams.
- 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). 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.
Martim Cohen Growth and Development Director and Financial Advisor :
Spencer Schulz - Financial Advisor :
Daniel Harris - Field Director and Financial Advisor :
Kirsten Bethea - Financial Advisor :
Jenny Phillips Financial Advisor :
Tom Perez - 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. Chrys Kanos is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
