Entry-Level Financial Representative

Job overview

The Entry-Level Financial Representative role is described as hybrid and is listed in Jackson, MS; the district office is in Madison, MS. Compensation is $62,000–$87,000 per year. P&W Financial Group serves Northwestern Mutual clients across Greater Jackson, Mississippi’s Gulf Coast, and surrounding areas, with a stated focus on helping people achieve financial security. The representative builds client relationships and develops personalized financial plans involving investments, insurance, and retirement. The role also supports clients over time by monitoring plans, adjusting strategies, and building a network through referrals and community involvement.

What you'll do

• Consult with clients about financial goals and concerns
• develop financial plans covering investments, insurance, and retirement
• recommend and implement insurance strategies
• monitor plans and provide updates
• adjust strategies as circumstances change
• build a client network through referrals, community involvement, and professional associations
• obtain required licenses, with training and sponsorship available.

What we're looking for

Skills & competencies

financial representative

entry-level

hybrid

jackson ms

madison ms

p&w financial group

northwestern mutual

financial planning

insurance solutions

client relationships

training and development

$62k–$87k/year

Work arrangement

• Weekend coverage required

Benefits & perks

• Performance bonus
• company events
• dental, health, and vision insurance
• flexible schedule
• advancement opportunities
• training and development.

Why this role

The posting describes a hybrid position and states that training and sponsorship for required licenses are available.

About the employer

P&W Financial Group - Northwestern Mutual is hiring for this role. Industry: Direct Health and Medical Insurance Carriers. Sector: 52.