Financial Representative - Entry Level

Job Description

Job Description

The Ward District of Northwestern Mutual in Winston-Salem is a client-focused financial planning organization committed to helping individuals, families, and business owners secure their financial futures. Our core valuesCourage, Growth, Family, Accountability, and Integrityguide us in building trust and confidence through mentorship and support.

Our team of community-driven financial professionals works collaboratively to set high industry standards, holding each other accountable and challenging one another to grow. As a financial representative, youll have the opportunity to build your own business with award-winning training, offering services like asset protection, education funding, and retirement solutions, all supported by Northwestern Mutuals proprietary planning software.

We give back to the community through our support of local charities like Alexs Lemonade Stand, Leadership Winston, and Veteran Bridge Homes. Were looking for entrepreneurial individuals who are passionate about helping clients and eager to build a business with uncapped earning potential. Whether you choose to open your own office, join an advanced team, or become an advanced advisor, the opportunity to shape your future is in your hands.

Our thriving office is located : 500 W 5th St Suite 604, Winston Salem N.C. 27101

This role offers a flexible hybrid work schedule, with the expectation of being in the office on a weekly basis for training and development.

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 :

Jay Ward Managing Director

• How long with NM? 28 years
• Prior Experience? Jay began his career right out of college after attending Wake Forest University and has since built a successful leadership role at Northwestern Mutual.
• Passionate About? Jay is dedicated to mentoring new financial representatives and helping his clients achieve their financial goals. Outside of work, he enjoys golfing, traveling, and following Wake Forest sports. He values family time with his wife and children and is also involved in supporting the veteran community through his role on the board of Veterans Bridge Home Triad.

Gabe Irby Field Director & Private Wealth Advisor

• How long with NM? 13 years
• Prior Experience? Gabe joined Northwestern Mutual after playing Division 1 football and completing a college internship with the company.
• Passionate About? Gabe focuses on family and community involvement, enjoying golf and other activities with his wife and four children. He is also engaged with Leadership Winston-Salem as part of the Class of 2025.

Peter Hofinga Director of Selection

• How long with NM? 1 year
• Prior Experience? Peter serves as a Marine Corps Officer with over 13 years of experience.
• Passionate About? Outside of work, Peter enjoys captaining an adult soccer team, competing in Spartan Races, and coaching his three daughters sports teams. He is also dedicated to volunteering as a mentor for organizations that support veterans transitioning to civilian employment.

Anna Howard Financial Advisor

• How long with NM? 4 years
• Prior Experience? Anna joined Northwestern Mutual following her time as a collegiate field hockey player at Guilford College.
• Passionate About? Anna is actively engaged in the Winston-Salem community through various civic initiatives. She is committed to making a positive impact and supporting local causes. Anna is also supported by her partner, a member of the military.

Joshua Goocey Financial Advisor

• How long with NM? 5 years
• Prior Experience? Joshua transitioned into financial advising after a successful career in academia and the ministry.
• Passionate About? A triathlete, Joshua enjoys outdoor activities and spending time with his wife and three kids. He holds 2 master degrees from Wake Forest University and Duke University and continues to apply his academic background to his financial practice.

Russ Lauten Financial Advisor

• How long with NM? 5 years
• Prior Experience? Russ joined Northwestern Mutual after 15 years in a leadership role at Hanesbrands. He has a background in sports management from his time as a basketball team manager at UNC Chapel Hill.
• Passionate About?An experienced Ironman competitor, Russ is focused on continuous self-improvement both personally and professionally. He enjoys challenging himself and strives to help his clients achieve their financial goals. Outside of work, he is supported by his wife and newborn, and values balancing family life with his pursuit of personal growth.

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 :

• 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.

Qualifications :

• 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.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jay Ward is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.