What are the responsibilities and job description for the Financial Representative - Entry Level position at Northwestern Mutual of Southern KY?
At the Ellis District of Northwestern Mutual - Southern KY, we’re driven by a vision of impacting lives today and for generations to come. We envision a community where individuals and families feel empowered and secure in their financial journeys, unlocking the confidence to pursue their dreams and live life fully. Building on over 160 years of trusted guidance, we aim to be at the center of our clients’ needs, fostering personalized financial strategies that inspire growth and resilience.
Rooted in our commitment to giving back, we proudly support impactful organizations like Alex's Lemonade Stand, Beads of Courage, FCA, and Wounded Warrior, reflecting our dedication to making a difference in the lives of our clients and the communities we serve. Together, we strive for a future where financial well-being paves the way for brighter tomorrows.
Our growing office is located : 827 State St. Bowling Green, KY 42101
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 :
Adam Ellis - Managing Director
- How long with NM? Been with NM for 18 years.
- Previous Experience? Played College Football at the University of Louisville and finished at Eastern Kentucky University.
- Passionate About? Focused on being the spiritual leader in his house. Loves spending time with his family and attending his 4 children’s sporting events.
- How long with NM? Been with NM for 6 years.
- Previous Experience? Played College Football at Western Kentucky University. Began with NM following graduation.
- Passionate About? Enjoys being involved in his church as well as other various non-profit organizations. Runs a side business that also keeps him busy on the weekends.
- How long with NM? Been with NM for 12 years.
- Previous Experience? Played College Golf at the University of Kentucky. Began with NM following his graduation.
- Passionate About? Enjoys traveling and playing golf. Runs a real estate side business with his brother in his free time as well.
- How long with NM? Been with NM for 6 years.
- Previous Experience? Played College Golf at the University of Kentucky. Began in the industry with a competitor before moving to NM.
- Passionate About? Loves to exercise and trains on a regular basis for IRONMAN. Also spends his time managing his new Hot Worx Studio.
- 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.
Evan Sayner - Chief Development Officer
Jordan Blann - Financial Advisor
Brandon Neal - 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. Adam Ellis 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 - $110,000
