Financial Representative

Job overview

The Financial Representative is an onsite, full-time role in Champaign, IL, with stated compensation of $65,000–$85,000 per year. The Dorner District of Northwestern Mutual describes its mission as helping people discover and achieve what is possible in life. The representative builds client relationships, learns financial goals, and develops tailored plans involving investments, insurance, and retirement. The role contributes to clients’ financial security through ongoing plan support, insurance recommendations, and community and referral-based networking.

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 adjust as circumstances change
• build a client network through referrals, community involvement, and professional associations.

What we're looking for

Skills & competencies

full-time

financial representative

financial planning

insurance solutions

retirement planning

client relationships

training and development

champaign il

northwestern mutual

$65k–$85k per year

health insurance

dental insurance

vision insurance

Work arrangement

• Weekend coverage required

Benefits & perks

• Performance bonuses, dental and health insurance, vision insurance, flexible scheduling, training and development, and advancement opportunities.

Why this role

Training and sponsorship for required licenses are available; prior financial services, insurance, or business development experience is beneficial but not required.

About the employer

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