What are the responsibilities and job description for the Financial Representative - Entry Level position at Northwestern Mutual - St. Petersburg?
Benefits:
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
At Northwestern Mutual – St. Petersburg, we are passionate about helping our community become one of the most financially secure in the nation by ensuring individuals and businesses have the opportunity to build strong financial plans and achieve their goals. Our office has been recognized as a Top 2 ranking team across all Northwestern Mutual offices for reaching new clients, and our leadership reflects a commitment to excellence, including recognition such as Leadership St. Petersburg and local media features on FOX13 discussing financial topics. We are deeply committed to growing a team of advisors who share our passion for making a meaningful impact, and we proudly support our community through involvement with organizations like Alex’s Lemonade Stand Foundation.
Our offices is located at: 700 Central Ave, STE 300, Saint Petersburg, FL 33701
Follow this link to hear about a Day in the Life of a Financial Representative with the Northwestern Mutual: https://www.youtube.com/watch?v=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 Our Team:
Kacee Howes – Managing Director:
- Time with NM: 17 years.
- Prior Experience: Began her career with Northwestern Mutual as an intern and has grown within the organization since 2008, advancing from College Financial Representative to Financial Advisor and into leadership roles including College Unit Director and District Director.
- Passionate About: Kacee is passionate about developing others, particularly mentoring and empowering women in finance. She is deeply committed to her family and the St. Petersburg community, actively supporting organizations such as Alex’s Lemonade Stand Foundation and participating as a Leadership St. Petersburg alumna. A Clemson graduate, she leads a nationally recognized, top-performing team and was recently featured on FOX13 discussing financial topics.
Trina O’Connell – Financial Advisor:
- Time with NM: 12 years.
- Prior Experience: Joined Northwestern Mutual in 2014 and was inspired through her personal faith to dedicate her career to helping families through financial planning.
- Passionate About: Trina is passionate about helping families, especially those with special needs children, in honor of her late sister Amanda. She enjoys spending time with her extended family and being an aunt to her eight nieces and nephews. A proud USF alumna, she is also active in several local nonprofits and lives in St. Petersburg with her husband Austin and their cat, Grayson.
David Condron – Financial Advisor:
- Time with NM: 23 years.
- Prior Experience: Chose a career in financial services after growing up in a business minded family and witnessing the impact of inadequate planning following a family loss. He attended Florida State University and the University of South Florida and holds the CLTC® designation.
- Passionate About: David is passionate about building honest, authentic relationships and serving as a trusted advisor to his clients. Outside of work, he enjoys the outdoors, including camping, fishing, boating, and spending time enjoying life in St. Petersburg.
Aleesha Pheasant – Financial Advisor:
- Time with NM: 5 years.
- Prior Experience: Built her career at Northwestern Mutual focusing on helping clients align their financial success with their personal values and long-term vision.
- Passionate About: Aleesha is passionate about working with families and female business owners, executives, and leaders to help them create meaningful, balanced lives. She is a devoted mother to her two children and married to her high school sweetheart, Spencer. Her drive comes from helping clients bring their personal goals and financial plans together to achieve the life they envision.
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 strongly 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. Kacee Howes is a Managing Director of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.