What are the responsibilities and job description for the Financial Representative - Career Changer position at Schnabel District - Northwestern Mutual?
Benefits:
At the Schnabel District of Northwestern Mutual, we’re guided by a deep belief in the power of culture, teamwork, and values-driven leadership. Our team thrives on a shared commitment to growth—both personally and professionally. We believe that success comes not from chasing accolades, but from focusing on helping others through a consistent, values-based process. Awards follow when the mission is genuine.
Our culture is built on the foundation of five core values: Continual Improvement. Commitment. Abundance. Kindness. Integrity. These principles shape how we show up every day—for our clients and for each other. We maintain a close-knit, collaborative office environment where everyone is supported, encouraged, and valued like family.
We’re also proud to give back to the community we serve, supporting local organizations including the Lexington Humane Society, Hope Center, Operation Secret Santa, The Hearing & Speech Center, and Growing Together Preschool.
Our thriving office is located: 330 East Main St, Ste 300 Lexington, Kentucky 40507
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:
Christian Schnabel – Managing Director
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. Christian Schnabel 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 the Schnabel District of Northwestern Mutual, we’re guided by a deep belief in the power of culture, teamwork, and values-driven leadership. Our team thrives on a shared commitment to growth—both personally and professionally. We believe that success comes not from chasing accolades, but from focusing on helping others through a consistent, values-based process. Awards follow when the mission is genuine.
Our culture is built on the foundation of five core values: Continual Improvement. Commitment. Abundance. Kindness. Integrity. These principles shape how we show up every day—for our clients and for each other. We maintain a close-knit, collaborative office environment where everyone is supported, encouraged, and valued like family.
We’re also proud to give back to the community we serve, supporting local organizations including the Lexington Humane Society, Hope Center, Operation Secret Santa, The Hearing & Speech Center, and Growing Together Preschool.
Our thriving office is located: 330 East Main St, Ste 300 Lexington, Kentucky 40507
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:
Christian Schnabel – Managing Director
- How long with NM? 12 years
- Prior Experience? Came from Wealth Management and Banking, Consulting & Private Equity, and played college basketball.
- Passionate About? Family, travel, taking care of his 8 animals, golf, and hiking. Dedicated to his family and animals. Big sports fan—loves all college sports.
- How long with NM? 43 years
- Prior Experience? Student at the University of Kentucky – started at NM right out of college.
- Passionate About? Randy’s greatest passion has always been his family. Northwestern Mutual provided the flexibility and financial means to be fully present in his children’s lives. He also enjoys fishing, golf, and spending time outdoors—hobbies made possible by the career freedom he earned through his work.
- How long with NM? 2 years
- Prior Experience? Retired U.S. Marine Corps Lieutenant Colonel with 23 years of service as a helicopter pilot and senior leader. Also worked as a program manager supporting Navy and Marine Corps aviation through a government contractor.
- Passionate About? Travis values faith, family, and fitness. He and his wife have a blended family, a granddaughter, and two dogs. He enjoys the outdoors, hunting, hiking, and staying active. A former University of Kentucky football captain, he loves reconnecting with teammates.
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. Christian Schnabel is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
