Financial Representative - Room
Listed on 2026-10-09
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Sales
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
By 2026, we aim to solidify our position as a leader in financial planning, with ambitious goals in new client acquisition and revenue generation. Our team, comprised of 30 diverse financial advisors, is committed to delivering exceptional service and expanding our presence within the community.
We pride ourselves on fostering a supportive, inclusive environment, with a focus on mentorship and continuous development for all team members. Additionally, we are deeply involved in the local community, supporting organizations like UNCG Athletics and Alex’s Lemonade Stand for pediatric cancer research.
Our thriving district office is located: 333 N. Greene Street, Suite 400, Greensboro, NC 27401
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor:
Earnings Potential with our District Office:- Years 1-4 average earnings: $165,000 per year
- Years 5+ average earnings: $560,000 per year
Jeff Jackman, Wealth Management Advisor & Growth & Development Director:
- How long with NM? 10 years
- Previous experience? Formerly in the golf business, selling and fitting golf clubs since college.
- Passionate about? Enthusiastic about spending time with his 1-year-old daughter, grilling BBQ, avid golfer, snowboarding, Pittsburgh sports fan, and enjoys personal development and psychology.
- How long with NM? 10+ years
- Previous experience? Worked at American Express, Wells Fargo, and Lincoln Financial in both call center and banking roles.
- Passionate about? Empowering women in business, exploring new cities and restaurants, baking, musical theater, and connecting people.
- How long with NM? 2 years
- Previous experience? Worked in conferencing, event planning, sales, talent acquisition, and career services in higher education for 9 years.
- Passionate about? Traveling, live music, college basketball & football (Go Deacs!), musical theater, club pilates, volunteering in the community, and gardening.
- How long with NM? 29 years (14 as an Advisor, 15 as Managing Director)
- Previous experience? Resort consulting, snow ski instructor, river guide.
- Passionate about? Family, fly fishing, piloting single-engine airplanes, golf, and traveling with family to Europe and the islands.
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.
- Education:
A bachelor's degree in…
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