Financial Planner Career Changer Opportunity

Hlubek District - Northwestern Mutual • Macomb, IL

6d • $62,000 - $82,000

About The Position

As a Financial Planner 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. You will build long-term client relationships, understand each client's needs, and provide tailored financial solutions. The position is presented as an opportunity for career changers, with training, mentorship, and professional licensing support to help them transition into financial services. The local team is based at 936 Broadway St Suite E, Quincy, IL 62301.

Requirements

• Strong interpersonal and communication skills.
• Analytical thinking.
• Ability to build trust and rapport with clients.
• Obtain necessary licenses, such as Series 6, Series 63, and state insurance licenses; training and sponsorship are available.

Nice To Haves

• A bachelor's degree in finance, business, or a related field is preferred.
• Previous experience in financial services, insurance, or business development is beneficial but not required.

Responsibilities

• Engage with clients to understand their financial goals, aspirations, and concerns.
• Develop comprehensive financial plans that include investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect clients' assets and income.
• Monitor clients' financial plans, provide regular updates, and adjust strategies as circumstances change.
• Build and maintain a network of clients through referrals, community involvement, and professional associations.

Benefits

• Performance-based bonus and performance incentives.
• Company parties.
• Dental insurance.
• Flexible schedule.
• Health insurance.
• Opportunity for advancement.
• Training and development programs.
• Vision insurance.
• Sponsorship for advanced certifications.
• Support from a dedicated planning team, marketing resources, and experienced mentors.
• Competitive compensation structure with no ceiling.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed