Financial Representative – Training Provided

Job overview

The Financial Representative – Training Provided role is onsite in Kansas City, MO, with compensation of $62,000–$83,000 per year. KMO – Northwestern Mutual helps individuals and businesses pursue financial goals through personalized insurance solutions and financial planning. The representative builds client relationships, develops financial plans, and recommends insurance strategies to address client needs. Ongoing support and plan updates help clients adapt their financial strategies as circumstances change.

What you'll do

• Consult with clients about financial goals and concerns
• develop plans covering investments, insurance, and retirement
• recommend and implement insurance strategies
• monitor plans and provide updates
• 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

financial planning

insurance solutions

client consultation

investments

retirement planning

training provided

kansas city mo

kmo northwestern mutual

$62k–$83k/year

Work arrangement

• Weekend coverage required

Benefits & perks

• Performance incentives
• flexible schedule
• training and development
• mentorship and planning-team support
• marketing resources
• health, dental, and vision insurance
• company car
• advancement opportunities.

Why this role

Training and sponsorship are available for required Series 6, Series 63, and state insurance licenses; a bachelor’s degree or military equivalent is strongly preferred.

About the employer

KMO - Northwestern Mutual is hiring for this role. Industry: Direct Property and Casualty Insurance Carriers. Sector: 52.