Financial Representative - Career Changers

Entry-level financial representative opportunity in Fishers, Indiana, onsite with Northwestern Mutual, offering licensing support and a clear path to building a wealth-management practice.

Responsibilities

• Expand your client base through networking, referrals, and relationship-building
• Develop tailored financial plans aligned with each client’s goals and circumstances
• Deliver comprehensive planning services across investments and wealth management, retirement planning, asset and income protection, insurance planning, education funding strategies, trusts and estate planning, and business succession
• Monitor and adjust client strategies as life events occur
• Foster long-term, trusted relationships across all life stages

Requirements

• Associate degree required
• Entrepreneurial mindset
• Strong relationship-building skills
• Experience in sales, account management, or client-facing roles
• Excellent communication abilities
• Strong work ethic and motivation
• Competitive drive
• Coachability and desire for growth
• Ability to manage time and priorities independently

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Professional development assistance
• Referral program
• Retirement plan
• Tuition reimbursement
• Vision insurance

Job Details

• Location: Fishers, IN (onsite)
• Job type: Full-time
• Salary: $75,000.00 - $150,000.00 per year
• Education requirement: Associate degree required

About Northwestern Mutual

• Company assets exceed $290B
• Assets under management surpass $161B
• Serving more than 4.6 million clients
• Maintains 96% client retention
• Largest direct provider of life insurance in the United States
• Named among Fortune's World’s Most Admired Companies