Financial Representative Entry Level

Northwestern Mutual - Radnor

Radnor, PA

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JOB DETAILS

SKILLS

Administrative Skills, Analysis Skills, Business Development, Civil Engineering, Communication Skills, Customer Relations, Dental Insurance, Financial Planning, Financial Services, Football, Fortune 500 Customers, Grant Administration/Management, Health Insurance, Insurance, Interpersonal Skills, Leadership, Life Insurance, Marketing, Marketing Plan, Mentoring, Needs Assessment, Network Administration/Management, Problem Solving Skills, Series 6, Talent Management, Team Building, Training Program, Training/Teaching, Vision Plan

LOCATION

Radnor, PA

POSTED

27 days ago

Benefits:

Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance

At Northwestern Mutual – Radnor, our mission is clear: we are committed to becoming the pre-eminent financial planning organization on the mainline. We foster a culture driven by purpose, growth, and community impact, empowering our team members to build meaningful careers while making a difference. Our office proudly supports initiatives like Alex’s Lemonade Stand Foundation, reflecting our dedication to giving back and creating lasting change both for our clients and within our community.

Our office is located at: 170 N Radnor Chester Rd, Ste 110, Radnor, PA 19087

Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: https://youtu.be/tar1BSa7Gaw

A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.

Meet Our Team:

Grant Price – Managing Director: Grant has been with Northwestern Mutual for over five years and currently serves as Managing Director of Radnor - NM. Prior to joining Northwestern Mutual, Grant worked in player personnel and recruiting with the University of Tennessee football program, where he developed a strong foundation in talent development and team building. Outside of work, Grant is passionate about spending time with his wife, Hailey, and their two dogs, Bear and Ziggy (a Lab and Border Collie). He also enjoys staying active through CrossFit.

Teresa Fratini – Associate Director of Selection: Teresa brings a unique perspective shaped by over 20 years as a client and more than a year as a leader within the firm. She focuses on attracting and developing individuals who want to grow, lead, and make an impact. Outside of the office, she enjoys spending time with her two kids, Anthony and Clare, and their rescue pitties—Lego and Donut.

Steve Eberbach – Financial Advisor: Steve has been with Northwestern Mutual for over 10 years, serving his clients as a proud partner of Clarity Financial Planning Group while also helping drive the development of advisors through his leadership role as Growth & Development Director. Prior to joining Northwestern Mutual, Steve worked as a civil engineer, bringing strong analytical and problem-solving skills into his financial planning practice. Outside of work, he enjoys spending time outdoors and staying active in nature.

About the Financial Representative Role: 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.

Qualifications:

Education: A bachelor's degree is strongly preferred.
Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Benefits:

Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Grant Price is a Managing Director of NM and not in legal partnership with NM, or its subsidiaries.

Financial Representative Entry Level

Northwestern Mutual - Radnor

Radnor, PA

About the Company

Northwestern Mutual - Radnor

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