Talent.com
Financial Representative Entry Level
Financial Representative Entry LevelSchnabel District - Northwestern Mutual • Lexington, KY, US
[error_messages.no_longer_accepting]
Financial Representative Entry Level

Financial Representative Entry Level

Schnabel District - Northwestern Mutual • Lexington, KY, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Job Description

Job Description
Benefits:
  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance

At the Schnabel District of Northwestern Mutual, were guided by a deep belief in the power of culture, teamwork, and values-driven leadership. Our team thrives on a shared commitment to growthboth personally and professionally. We believe that success comes not from chasing accolades, but from focusing on helping others through a consistent, values-based process. Awards follow when the mission is genuine.

Our culture is built on the foundation of five core values: Continual Improvement. Commitment. Abundance. Kindness. Integrity. These principles shape how we show up every dayfor our clients and for each other. We maintain a close-knit, collaborative office environment where everyone is supported, encouraged, and valued like family.

Were also proud to give back to the community we serve, supporting local organizations including the Lexington Humane Society, Hope Center, Operation Secret Santa, The Hearing & Speech Center, and Growing Together Preschool.

Our thriving office is located: 330 East Main St, Ste 300 Lexington, Kentucky 40507

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 policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds 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:
Christian Schnabel Managing Director
  • How long with NM? 12 years
  • Prior Experience? Came from Wealth Management and Banking, Consulting & Private Equity, and played college basketball.
  • Passionate About? Family, travel, taking care of his 8 animals, golf, and hiking. Dedicated to his family and animals. Big sports fanloves all college sports.
Randy Collins Wealth Management Advisor
  • How long with NM? 43 years
  • Prior Experience? Student at the University of Kentucky started at NM right out of college.
  • Passionate About? Randys greatest passion has always been his family. Northwestern Mutual provided the flexibility and financial means to be fully present in his childrens lives. He also enjoys fishing, golf, and spending time outdoorshobbies made possible by the career freedom he earned through his work.
Travis Powers Financial Advisor
  • How long with NM? 2 years
  • Prior Experience? Retired U.S. Marine Corps Lieutenant Colonel with 23 years of service as a helicopter pilot and senior leader. Also worked as a program manager supporting Navy and Marine Corps aviation through a government contractor.
  • Passionate About? Travis values faith, family, and fitness. He and his wife have a blended family, a granddaughter, and two dogs. He enjoys the outdoors, hunting, hiking, and staying active. A former University of Kentucky football captain, he loves reconnecting with teammates.
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: 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. Christian Schnabel is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.

[job_alerts.create_a_job]

Financial Representative Entry Level • Lexington, KY, US

[internal_linking.similar_jobs]

Travel Physical Therapist (PT) - $1,822 to $2,037 per week in Georgetown, KY

AlliedTravelCareersGeorgetown, KY, US
[job_card.full_time]

AlliedTravelCareers is working with Prime Time Healthcare to find a qualified Physical Therapist (PT) in Georgetown, Kentucky, 40324!.Now Hiring: Allied Healthcare Physical Therapist - Georgetown, ...[internal_linking.show_more]

 • [job_card.promoted]

Business Programs - Entry Level Training Programs

DreamboundLexington-Fayette urban, Kentucky, United States
[job_card.full_time]

Note: This is an educational program, not a job.Successful completion of the program does not guarantee employment but will equip you with valuable skills for the business and professional job mark...[internal_linking.show_more]

 • [job_card.promoted]

Voya Financial Advisors Lexington

Voya Financial AdvisorsLexington, KY, United States
[job_card.full_time]

Financial Professional to join our team in the greater Lexington area to work plan sponsor relationships and to assist in retail wealth management for an existing book of business.This position wil...[internal_linking.show_more]

 • [job_card.promoted]

Financial Data Analyst (3895) ACCOUNTING CORPORATE OFFICE

Lexington ClinicLexington, KY, United States
[job_card.full_time]

The Financial Data Analyst supports strategic and operational decision-making by integrating financial planning, analysis, and business intelligence.This role converts complex clinical and financia...[internal_linking.show_more]

 • [job_card.promoted]

Trainee Entry Level CDL-A Truck Driver Training

Class A SolutionsLEXINGTON, KY, USA
[job_card.full_time]

Entry Level CDL-A Truck Driver Training - Dedicated Accounts - We do not want to offer you just another truck driving job, but a long-term, prosperous career in the transportation industry.This pos...[internal_linking.show_more]

Remote Real Estate Investment Associate - AI Trainer ($50-$60 per hour)

Data AnnotationGeorgetown, Kentucky
[filters.remote]
[job_card.full_time] +1

DataAnnotation is committed to creating high-quality AI.Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule....[internal_linking.show_more]

 • [job_card.promoted]

Remote Sales Representative - Entry Level - Part-Time or Full-Time

The Busick AgencyLexington, KY, US
[filters.remote]
[job_card.full_time] +1
[filters_job_card.quick_apply]

The Busick Agency is looking for remote sales representatives to become a part of our team to run appointments for mortgage protection, life insurance, final expense, retirement protection, annuiti...[internal_linking.show_more]

Financial Services Representative

World Acceptance CorporationNicholasville, KY, United States
[job_card.full_time] +1

Financial Services Representative.World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers...[internal_linking.show_more]

 • [job_card.promoted]

Financial Service Representative

Attain FinanceLexington, KY, United States
[job_card.full_time]

If you're seeking more than just a job, join Heights Finance and kickstart your career!.Are you ready to make a difference in the world of consumer finance? At Heights Finance, a proud member of th...[internal_linking.show_more]

 • [job_card.promoted]

Field Sales Representative

OmadaLexington, KY, United States
[job_card.full_time]

Compensation: $20–$30/hr + uncapped commission.Average earnings $40K–$50K | Top performers earn $100K.Your local city (must reside in the United States).Small businesses deserve to benefit from it ...[internal_linking.show_more]

 • [job_card.promoted]

Entry Level Customer Service Rep

Globe Life AIL - Lisa RusselLexington-Fayette, KY, US
[job_card.full_time]
[filters_job_card.quick_apply]

About the Role Join a trusted legacy of supporting working-class families since 1951!.As a Benefit CSR Specialist , you’ll help clients navigate life, accident, and supplemental health products thr...[internal_linking.show_more]

 • [job_card.new]

Patient Financial Services Rep Sr/UKHC

InsideHigherEdLexington, Kentucky, United States
[job_card.full_time]

Patient Financial Services Rep Sr/UKHC.Patient Financial Service Representative Senior.Click here for more information about equivalencies::.Required License/Registration/Certification:.This positi...[internal_linking.show_more]

 • [job_card.promoted]

College Financial Representative, Internship Program

Northwestern MutualLexington, KY, United States
[job_card.full_time] +1

College Financial Representative Internship.College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an int...[internal_linking.show_more]

 • [job_card.promoted]

Financial Service Representative

Heights Finance CorporationLexington, KY, United States
[job_card.full_time]

If you're seeking more than just a job, join Heights Finance and kickstart your career!.Are you ready to make a difference in the world of consumer finance? At Heights Finance, a proud member of th...[internal_linking.show_more]

 • [job_card.promoted]

Remote Client Support Representative - Travel

Cross Borders with AlexGeorgetown, KY, United States
[filters.remote]
[job_card.full_time]
[filters_job_card.quick_apply]

We are seeking a Remote Client Support Representative – Travel to assist clients throughout their travel journey.In this fully remote role, you will serve as a key point of contact for travelers, p...[internal_linking.show_more]

Real Estate Sales Agent

Weichert, RealtorsLancaster, Kentucky, US
[job_card.full_time]

Job Description Are you a competitive, results-driven sales professional looking to build a high-earning career in real estate? Our local Weichert® franchised company is seeking motivated Real Esta...[internal_linking.show_more]

 • [job_card.promoted]

Work from Home - Online Product Support (Entry Level)

GLOCPADanville, Kentucky
[filters.remote]
[job_card.part_time] +1

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet...[internal_linking.show_more]

 • [job_card.promoted]

Entry Level Account Manager - Lexington, KY

Genesis Global GroupLexington, KY, United States
[job_card.full_time]

Medical Diagnostic Laboratories(MDL), a member of Genesis Global Group, is a CLIA certified clinical laboratory with multiple state licensing, specializing in state of the art, automated DNA based ...[internal_linking.show_more]