Overview
As an Entry Level Sales Representative with Schnabel District in Northwestern Mutual, you will join a culture shaped by teamwork, growth, and values-driven leadership. Our focus is on helping others through a consistent, client-first process, with success following when the mission remains authentic. The team emphasizes continual improvement, commitment, abundance, kindness, and integrity, and we foster a close-knit, collaborative office where everyone is supported and treated like family. We are proud to contribute to the Lexington community through partnerships with local organizations such as the Lexington Humane Society, Hope Center, Operation Secret Santa, The Hearing & Speech Center, and Growing Together Preschool. Our office is located at 330 East Main St, Ste 300 Lexington, Kentucky 40507. Learn more about a Day in the Life of a Northwestern Mutual Advisor at the following link: https://youtu.be/tar1BSa7GawA.
Office Location and Community Focus
Hybrid remote work arrangement available in Lexington, Kentucky 40507. The office community is committed to growth, collaboration, and supporting one another while giving back to the area we serve.
Company Snapshot
Northwestern Mutual is a Fortune 500 company providing a broad range of financial services to more than five million people. As a mutual company, we prioritize policyowners over Wall Street, focusing on long-term financial security and client outcomes.
Meet Our Local Leaders
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Christian Schnabel – Managing Director
Tenure with Northwestern Mutual: 12 years. Background spans wealth management, banking, consulting, private equity, and collegiate basketball. He is passionate about family, travel, caring for his eight animals, golf, hiking, and supporting both family and animals. A devoted sports fan with an affinity for college athletics.
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Randy Collins – Wealth Management Advisor
Tenure with Northwestern Mutual: 43 years. Began his career after college at the University of Kentucky and has since balanced work with family life, enjoying fishing, golf, and outdoor activities.
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Travis Powers – Financial Advisor
Tenure with Northwestern Mutual: 2 years. Former U.S. Marine Corps Lieutenant Colonel with 23 years as a helicopter pilot and senior leader. Passionate about faith, family, fitness, and outdoor activities. Former Kentucky football captain who enjoys reconnecting with teammates.
Role Overview
The Financial Representative role involves partnering with individuals and businesses to achieve financial security through personalized insurance solutions and comprehensive planning. You will focus on building lasting client relationships, understanding unique needs, and delivering tailored financial strategies.
Key Responsibilities
- Client consultations to uncover goals, aspirations, and concerns.
- Develop and present comprehensive financial plans covering investments, insurance, and retirement.
- Recommend and implement insurance strategies to protect clients’ assets and income.
- Provide ongoing plan monitoring and periodic updates, adjusting strategies as circumstances change.
- Expand and maintain a client network through referrals, community involvement, and professional associations.
Qualifications
- Education: A bachelor’s degree is preferred.
- Experience: Prior experience in financial services, insurance, or business development is beneficial but not required.
- Skills: Strong interpersonal and communication abilities, analytical thinking, and the ability to build trust with clients.
- Licenses: Obtain necessary licenses such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits and Compensation
- Professional Development: Ongoing training and development programs, including sponsorship for advanced certifications.
- Income Potential: Competitive compensation with performance incentives and no cap.
- Support and Mentorship: Access to a dedicated planning team, marketing resources, and experienced mentors.
- Work-Life Balance: Flexible scheduling to fit your lifestyle and goals.
- Impact: Opportunity to guide individuals and families toward financial security and success in the community.
Work Arrangements
Flexible work from home options are available to help you balance responsibilities while delivering value to clients.
