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Financial Representative Entry Level

Wiegert District - Northwestern Mutual

Troy, MI

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JOB DETAILS
SKILLS
Analysis Skills, Automotive Engineering, Automotive Industry, Baseball, Basketball, Business Administration, Business Development, Coaching, Communication Skills, Corporate Finance, Customer Relations, Dental Insurance, Environmental Impact, Financial Planning, Financial Services, Fishing, Fortune 500 Customers, Health Insurance, Hunting, Insurance, Interpersonal Skills, Licensing, Life Insurance, Marketing, Marketing Plan, Mathematics, Mentoring, Needs Assessment, Network Administration/Management, Retirement Plan, Secondary School, Series 6, Sports, Training Program, Training/Teaching, United States Army, United States Military, Vision Plan
LOCATION
Troy, MI
POSTED
29 days ago
Benefits:
  • Retirement
  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance

At the Wiegert District of Northwestern Mutual, our mission is grounded in three core values: Act with HONOR – be ethical, accountable, and respectful; Maximize OPPORTUNITY – own your results, because each day counts; and Create IMPACT – by positively influencing the lives of families, teammates, and our community.


Located in the heart of Metro Detroit, our office is uniquely positioned to support professionals in one of the nation’s most essential and historically significant industries: automotive. From engineers and executives to skilled tradespeople, you’ll play a key role in helping those who power Michigan’s economy plan for lasting financial security.

We offer a culture that values growth, connection, and purpose—with team-building events, community involvement, and strong support systems. Through partnerships with organizations like Camp Casey and Alex’s Lemonade Stand Foundation, we’re committed to making a difference both in and outside the office. If you're ready to grow your career in a people-focused, impact-driven environment, this is the place to do it.


Our thriving office is located at: 101 W. Big Beaver Road, Suite 500, Troy, MI.


Watch this short video to experience 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 Some of Our Local Leaders, the Heartbeat of Our Business:

Tek Wiegert – Managing Director:
  • How long with NM? Started as an intern in 2004 and joined full-time in 2005.
  • Prior Experience? Joined Northwestern Mutual directly after college.
  • Passionate About? Happily married with two children. Enjoys golf, skiing and snowboarding up north, and is an avid runner, participating in the Detroit Marathon annually. Coaches youth basketball and serves on the board of Camp Casey.
Nick Hammer – Growth and Development Director:
  • How long with NM? Has been with Northwestern Mutual for 5 years.
  • Prior Experience? Previously a high school math teacher for 3 years and worked in Corporate Finance at Ford Motor Company for 4 years. Holds an MBA from Michigan State University.
  • Passionate About? Married to Kristen and a proud father of four boys. Enjoys golf, spending time outdoors, attending Lions and Tigers games, and traveling with his family.
Dominic Mirabella – Managing Partner:
  • How long with NM? Has been with Northwestern Mutual since 2008.
  • Prior Experience? A graduate of the U.S. Military Academy and a U.S. Army veteran. Earned an MBA from the University of Florida before joining Northwestern Mutual.
  • Passionate About? Enjoys spending quality time with his wife and their two children. Actively involved in the community and serves on the board of Camp Casey. A passionate supporter of all Detroit sports teams.
Jake Paulson – Growth and Development Director:
  • How long with NM? Has been with Northwestern Mutual for 5 years.
  • Prior Experience? Played collegiate baseball at Oakland University and spent six years playing Minor League Baseball.
  • Passionate About? Married with two young children. Enjoys hunting, fishing, and golfing in his free time.
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 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: If not already obtained, the position offers sponsorship and resources provided to obtain necessary licenses, such as Michigan LAH, SIE, Series 6, 7, 63, and CFP.
Benefits:
  • Professional Development: Access to ongoing training and development programs, including sponsorship for Licensing/Credentialing
  • Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Comprehensive Medical Coverage, including Group Life and Disability Insurance and Parental Benefits.
  • 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.
  • Retirement Benefits: Company-funded pension and contributions to PFGF—our version of a profit-sharing retirement plan designed to support your long-term financial future.
  • 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. Tek Wiegertis a Managing Director of NM and is not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.

About the Company

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Wiegert District - Northwestern Mutual

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