What are the responsibilities and job description for the Financial Representative - Entry Level position at Northwestern Mutual of Madison County?
Benefits:
At Northwestern Mutual of Madison County, we are driven by a strong sense of mission and purpose, grounded in the values of Faith, Grow, Grit, Gratitude, and Charisma. Our office operates like a close-knit family, where collaboration and mutual support are at the heart of everything we do. We are passionate about fostering personal and professional growth, offering mentorship and development opportunities for all team members to thrive in their careers. In addition to our focus on career development, we are deeply committed to giving back to our community. We proudly support local charities such as Covenant House, Alex’s Lemonade Stand, and the Restore Network, actively participating in events and making donations to support these worthy causes. If you are looking for a place where you can grow, make an impact, and contribute to a greater cause, Northwestern Mutual of Madison County offers a dynamic and supportive environment where you can truly make a difference.
Our thriving office is located: 101 W Vandalia Street, Edwardsville, IL.
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:
Mandy Kendall - Market Leader
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. Mandy Kendall 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 Northwestern Mutual of Madison County, we are driven by a strong sense of mission and purpose, grounded in the values of Faith, Grow, Grit, Gratitude, and Charisma. Our office operates like a close-knit family, where collaboration and mutual support are at the heart of everything we do. We are passionate about fostering personal and professional growth, offering mentorship and development opportunities for all team members to thrive in their careers. In addition to our focus on career development, we are deeply committed to giving back to our community. We proudly support local charities such as Covenant House, Alex’s Lemonade Stand, and the Restore Network, actively participating in events and making donations to support these worthy causes. If you are looking for a place where you can grow, make an impact, and contribute to a greater cause, Northwestern Mutual of Madison County offers a dynamic and supportive environment where you can truly make a difference.
Our thriving office is located: 101 W Vandalia Street, Edwardsville, IL.
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:
Mandy Kendall - Market Leader
- How long with NM?: 2 years
- Prior experience: Vice President of a Health/Life Brokerage Insurance Firm. Studied at Caplan University and Southwestern IL University.
- Passionate about: Family first, being outdoors, hiking, and traveling. A strong advocate for foster and adoption care, with active involvement in a large campus ministry and a community feeding program that serves about 250 families per month in Madison County. Favorite sports team: St. Louis Cardinals.
- How long with NM?: 23 years
- Prior experience: Construction Superintendent for a residential home construction company for 5 years before joining NM.
- Passionate about: Traveling to Tennessee with his family, flying (Blake is a student private pilot), and helping clients think and plan generationally. Blake enjoys spending time with his wife Mindy, their two adult children Isabella and Elijah, and their families. They enjoy traveling together, particularly to Eastern Tennessee, where their son Elijah lives.
- How long with NM?: 5 ½ years
- Prior experience: District Sales Manager for Ecolab for 11 ½ years.
- Passionate about: Personally, David is passionate about serving God, family, and maintaining strong character. He is a leader within Royal Rangers, mentoring boys weekly, and participating in trips to help those in need. He also partners with “Gleanings For the Hungry,” a Christian non-profit organization. Professionally, David is dedicated to helping individuals, families, and business owners across the US to become financially well-positioned, always striving to connect clients with the resources to achieve their goals.
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. Mandy Kendall is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.