Role Overview
As a Financial Representative with KMO – Northwestern Mutual, you will join a team dedicated to helping individuals and businesses reach their financial goals through personalized insurance solutions and strategic planning. This position focuses on building lasting client relationships, understanding each client’s unique needs, and delivering tailored financial guidance to secure their future.
Key Responsibilities
- Engage with clients to understand their financial goals, aspirations, and concerns
- Develop comprehensive financial plans that cover investments, insurance, and retirement strategies
- Recommend and implement insurance solutions to protect clients’ assets and income
- Monitor and adjust client plans over time to accommodate changing circumstances
- Grow a professional network through referrals, community involvement, and associations
Qualifications and Licenses
- Education: Bachelor’s degree is strongly preferred or military equivalent
- Experience: Background in financial services, insurance, or business development is advantageous but not required
- Skills: Strong interpersonal and communication abilities, analytical thinking, and the ability to build trust with clients
- Licenses: Required licenses include Series 6 and 63, plus state insurance licenses (training and sponsorship are available)
Benefits and Compensation
- Bonus based on performance
- Company car
- Company parties
- Flexible schedule
- Health insurance
- Dental insurance
- Vision insurance
- Training and development opportunities
- Opportunity for advancement
- Income potential: Competitive compensation structure with performance incentives and no ceiling
Work Arrangement
Flexible work from home options are available to support work-life balance.
Office and Location
This role is based with hybrid remote work in Leawood, Kansas 66211. The organization maintains several offices, including:
- 5251 W. 116th Place, Suite 300, Leawood, KS 66211
- 2345 Grand Blvd, Kansas City, MO 64108
- 8621 E 21st Street, Suite 150, Wichita, KS 67206
Video and Company Overview
Hear about a Day in the Life of a Northwestern Mutual Advisor at the following link: Day in the Life of an Advisor
About the Firm
Northwestern Mutual is a Fortune 500 company offering a broad range of financial services to more than 5 million people. As a mutual company, we are accountable to policyowners rather than Wall Street. Founded in Wisconsin in 1857, the firm is recognized by Fortune as one of the World’s Most Admired life insurance companies in 2024, reflecting a culture centered on helping people achieve financial security. The local team includes Leaders who collaborate to guide clients and develop future professionals.
Meet Our Local Team
Lesle Griessel, CLU, ChFC, Managing Partner
Time with Northwestern Mutual: since 2002. Previously served as Associate Managing Partner and was appointed Managing Partner in September 2025. Her passions include time with her husband and two daughters, marathon training, yoga, supporting her daughters in sports, and outdoor family activities. Note: Lesle Griessel serves as a Managing Partner for Northwestern Mutual and is not in a legal partnership with the company or its subsidiaries.
Joey Scott, RICP, Financial Advisor and District Director
Time with Northwestern Mutual: since 2016. Began as a college intern and progressed to full-time financial advisor in 2018, building his practice in the Kansas City office and advancing into leadership roles focused on growth and development. Passionate about expanding his practice with the team, fostering long-term client relationships, and staying active with family and sports.
Anthony Gurera, Financial Advisor and Growth and Development Director
Time with Northwestern Mutual: since 2018. Began as an intern and became a full-time advisor after graduating from Rockhurst University with a Finance and Economics double major. Founder and leader of Priority Wealth Partners, overseeing client strategy, team operations, and practice management while supporting advisor recruiting and development across Northwestern Mutual Kansas and West Missouri. Passionate about developing future leaders, serving the Kansas City community, mentoring emerging advisors, and delivering holistic financial planning for lasting impact.
Cannon Kern, Financial Advisor
Time with Northwestern Mutual: 2 years. Previously an engineer and project manager before joining Northwestern Mutual. Passionate about spending time with family and enjoying life with his young child.
Additional Information
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, Wisconsin. The organization emphasizes a collaborative environment with dedicated planning support, marketing resources, and experienced mentors to assist in career growth. Flexible work from home options are available.
