Financial Representative Entry Level
Job Description
Benefits
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
About Northwestern Mutual of Lincoln
Northwestern Mutual of Lincoln envisions a future where individuals and families thrive with confidence, purpose, and security. Our core values—placing people first, honoring others, pursuing excellence, and empowering teammates to build their best lives—drive meaningful impact for the communities we serve. Our work goes beyond financial planning, as we actively support the fight against childhood cancer. Locally, we have raised over $1.2 million, contributed more than 15,000 hours of community service, and organized 150+ events, supporting organizations such as Children’s Nebraska, Alex’s Lemonade Stand, the Leukemia & Lymphoma Society, and Team Jack. Grounded in our mission to strengthen communities through financial security, we aim to inspire hope, unlock potential, and foster a brighter, more equitable future for all. Our office is located at 8333 Glynoaks Dr, Suite 100, Lincoln, NE 68516. To hear about a Day in the Life of a Northwestern Mutual Advisor, watch the video at this link.
Glance at Northwestern Mutual
Northwestern Mutual is a Fortune 500® company providing a broad spectrum of financial services to more than 5 million people. As a mutual company, we serve policyowners rather than external shareholders. Founded in Wisconsin in 1857, Northwestern Mutual has been recognized by Fortune as one of the World’s Most Admired life insurance companies in 2024, reflecting a culture dedicated to helping people achieve lasting financial security.
Local Leaders
Nathan Kruse — Wealth Management Advisor & Managing Director
Tenure with NM: 15 years. Prior experience: began as an intern with NM during college. Passion: enjoys time with family, Nebraska Husker football, golfing, and hunting.
Russell Walton — Financial Advisor
Tenure with NM: 12 years. Prior experience: previously a bank teller and sales intern, subsequently joined NM as an intern. Passion: sports including wrestling, football, and golf; values time with family and travel.
Jennifer Brase — Managing Partner
Tenure with NM: 35 years. Prior experience: graduate of the University of Nebraska–Lincoln; previously processed student loan claims before pursuing a growth-focused career with NM. Passion: Nebraska Cornhusker football, camping, taking her kids on new adventures, and spending time with friends and family.
Laurie Sagehorn — Director of Development
Tenure with NM: 5 years. Prior experience: background in Pharmaceutical Sales. Passion: cheering on her son's high school sports teams, family time, and travel.
Role Overview
As a Financial Representative with Northwestern Mutual, you will join a team dedicated to helping individuals and businesses reach their financial goals through personalized insurance solutions and comprehensive financial planning. The role emphasizes building long‑term client relationships, understanding unique needs, and delivering tailored financial strategies.
Key Responsibilities
- Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
- Financial Planning: Develop comprehensive plans that incorporate investments, insurance, and retirement considerations.
- 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 circumstances change.
- Networking: Build and maintain a network of clients through referrals, community i
Location
Hybrid remote in Nebraska City, NE 68410
Office Location
Office address: 8333 Glynoaks Dr, Suite 100, Lincoln, NE 68516