Financial Representative Entry Level
- [job_card.full_time]
Benefits :
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
At the Roberts District of Northwestern Mutual, we are committed to becoming the most trusted financial firm in Placer County. With courage, character, and a focus on family and fun, we provide personalized financial guidance that empowers our clients and strengthens our relationships with advisors. Together, we build a secure and brighter future for all.
Our culture is built on a foundation of meaningful values and strong connections. We believe that when we lead with purpose and prioritize people over profits, true impact follows. Success, for us, is measured not just in numbers—but in the lives we help transform and the communities we uplift.
We’re also proud to give back to the community we serve, supporting local organizations and initiatives including a $20,000 donation to UC Davis Children’s Hospital, volunteering with Feeding the Foothills foodbank, and hosting the Cure Funding Classic golf tournament, which raised $30,000 last year for Alex’s Lemonade Stand as a network.
Our thriving office is located : 2990 Lava Ridge Ct. Ste 210 Roseville, CA
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 Some of Our Local Leaders, the Heartbeat of Our Business :
Kevin Roberts – Managing Director
Dallas Gilbert – Growth & Development Director
Pranav Patel – Campus Unit Director
Mike Bellotti – Wealth Management Advisor
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 :
Qualifications :
Benefits :
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Kevin Roberts is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
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Financial Representative Entry Level • Roseville, CA, US
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