Financial Representative Entry-Level with Training
Join the Team at Northwestern Mutual – Greater Madison!
We are a growing team passionate about building strong future leaders who share our mission to empower individuals to live their life by design. In addition to supporting clients, we are deeply committed to giving back to the community through partnerships with Alex’s Lemonade Stand Foundation and the Carbone Cancer Research Center. If you're driven, community-focused, and looking to grow within a dynamic and supportive environment, we’d love to meet with you!
Our supportive network office is located: 1600 Aspen Commons, Suite 900 Middleton WI 53562
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, with a unique culture deeply dedicated to helping people achieve financial security.
Meet Some of Our Local Leaders, the Heartbeat of Our Business:
Tanner Hahn, Financial Representative
• How long with NM? Since August 2020.
• Previous experience? Banking and retail.
• Passionate about? Spending time with his wife and daughter, reviewing movies, collecting trading cards, and following sports,
Elijah Holmes, Financial Representative
• How long with NM? Less than 1 year.
• Previous experience? Pre-college advisor for a college prep program.
• Passionate about? Traveling, trying new experiences, attending theater, and spending time with his partner.
William Jordan, Financial Advisor
• How long with NM? 7 years.
• Previous experience? Intern at NM and pizza delivery driver during college.
• Passionate about? Family, fitness, sports (Packers, Badgers, Bucks), and music, with two years of music school experience in Nashville.
Sandy Botcher, Managing Partner
• How long with NM? 24 years.
• Previous experience? Junior high teacher and litigation attorney.
• Passionate about? Family, hockey, visiting NHL arenas, working out, baking, and helping families avoid financial hardship through proper planning.
Michael Ciske, Financial Representative
• How long with NM? Started September, 2023.
• Previous experience? Army medic for 16+ years and office manager at a dental office.
• Passionate about? Family, live music, camping, snowboarding, gaming, guitar, and board games.
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, with training and sponsorship available.
Benefits:
• 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. Sandy Botcher is a General Agent of NM. Managing Partners are not in legal partnership with each other, NM, or its subsidiaries.
Company DescriptionJoin the Team at Northwestern Mutual – Greater Madison!
We are a growing team passionate about building strong future leaders who share our mission to empower individuals to live their life by design. In addition to supporting clients, we are deeply committed to giving back to the community through partnerships with Alex’s Lemonade Stand Foundation and the Carbone Cancer Research Center. If you're driven, community-focused, and looking to grow within a dynamic and supportive environment, we’d love to meet with you!
Our supportive network office is located: 1600 Aspen Commons, Suite 900 Middleton WI 53562
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: https://youtu.be/tar1BSa7Gaw
Apply Now
We are a growing team passionate about building strong future leaders who share our mission to empower individuals to live their life by design. In addition to supporting clients, we are deeply committed to giving back to the community through partnerships with Alex’s Lemonade Stand Foundation and the Carbone Cancer Research Center. If you're driven, community-focused, and looking to grow within a dynamic and supportive environment, we’d love to meet with you!
Our supportive network office is located: 1600 Aspen Commons, Suite 900 Middleton WI 53562
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, with a unique culture deeply dedicated to helping people achieve financial security.
Meet Some of Our Local Leaders, the Heartbeat of Our Business:
Tanner Hahn, Financial Representative
• How long with NM? Since August 2020.
• Previous experience? Banking and retail.
• Passionate about? Spending time with his wife and daughter, reviewing movies, collecting trading cards, and following sports,
Elijah Holmes, Financial Representative
• How long with NM? Less than 1 year.
• Previous experience? Pre-college advisor for a college prep program.
• Passionate about? Traveling, trying new experiences, attending theater, and spending time with his partner.
William Jordan, Financial Advisor
• How long with NM? 7 years.
• Previous experience? Intern at NM and pizza delivery driver during college.
• Passionate about? Family, fitness, sports (Packers, Badgers, Bucks), and music, with two years of music school experience in Nashville.
Sandy Botcher, Managing Partner
• How long with NM? 24 years.
• Previous experience? Junior high teacher and litigation attorney.
• Passionate about? Family, hockey, visiting NHL arenas, working out, baking, and helping families avoid financial hardship through proper planning.
Michael Ciske, Financial Representative
• How long with NM? Started September, 2023.
• Previous experience? Army medic for 16+ years and office manager at a dental office.
• Passionate about? Family, live music, camping, snowboarding, gaming, guitar, and board games.
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, with training and sponsorship available.
Benefits:
• 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. Sandy Botcher is a General Agent of NM. Managing Partners are not in legal partnership with each other, NM, or its subsidiaries.
Company DescriptionJoin the Team at Northwestern Mutual – Greater Madison!
We are a growing team passionate about building strong future leaders who share our mission to empower individuals to live their life by design. In addition to supporting clients, we are deeply committed to giving back to the community through partnerships with Alex’s Lemonade Stand Foundation and the Carbone Cancer Research Center. If you're driven, community-focused, and looking to grow within a dynamic and supportive environment, we’d love to meet with you!
Our supportive network office is located: 1600 Aspen Commons, Suite 900 Middleton WI 53562
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: https://youtu.be/tar1BSa7Gaw
Apply Now