Financial Representative Jobs
Financial representative jobs are open across insurance, banking, wealth management, and financial services firms, with specializations in life insurance sales, investment planning, and client advisory, at every level from entry-level to senior and regional. Scan the live roles below and apply to whichever ones fit.
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Showing 5 of 1,153+ Financial Representative jobs
CAREER CHANGERS WELCOME - TRAINING PROVIDED!
Financial Representatives at Northwestern Mutual help their clients through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training and development, mentorship, and products. Discover your earning potential, craft a workday around your life, and make an impact every day.
Our award-winning training equips you with the knowledge, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to support your financial expertise, including but not limited to:
Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis
As a Northwestern Mutual Financial Representative:
1. Build—Work to build a clientele by growing trustworthy relationships with your network and develop knowledge of NM financial products and market trends.
2. Educate—Educate yourself beyond training through sponsored licensing, registration, and ongoing development. Use assistive software, reporting tools, and illustrations to teach clients about financial planning options.
3. Influence— Presenting clients with the opportunity to protect and prosper, you will drive clients to action through honest influence and recommendations.
4. Own—Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs.
Compensation & Benefits
- 1st Year Incentive Package
- Accelerated Commission Structure
- Renewable Income
- Formalized Bonus Program
- Expense Allowance
- Reimbursement for insurance licensing, SIE, Series 7, CFP®, and more
- Retirement Package and Pension Plan
- Medical, Dental, Vision, Life Insurance and Disability Income Insurance
- Family Planning
You could be right for this opportunity if you have:
- Bachelor’s Degree
- Experience building meaningful relationships
- Interpersonal skills for success in client-facing roles
- Excellent time-management skills
- Desire for continuous learning
- Legal authorization to work in the US without sponsorship
About Us
For nearly 170 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the care and expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives are valued partners, and proud business owners. We are committed to a diverse, inclusive, and belonging environment where everyone’s different viewpoints bring new successes!
Why join Northwestern Mutual:
- Fortune 100 company
- Forbes' Best Employers for Diversity
- Top 10 US Independent Broker-Dealers
- #1 Amongst Life Insurers Most Admired Companies for Financial Soundness
- Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index
- $224 billion (retail investment client assets held or managed)
Job Type: Full-time
Pay: $125,000.00 - $270,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Retirement plan
Application Question(s):
- Email address
- Do you live within 25 miles of the San Jose area? (REQUIRED)
Education:
- Bachelor's (Preferred)
Experience:
- Sales: 3 years (Preferred)
Ability to Commute:
- Campbell, CA 95008 (Required)
Willingness to travel:
- 25% (Preferred)
Work Location: In person
CAREER CHANGERS WELCOME - TRAINING PROVIDED!
Financial Representatives at Northwestern Mutual help their clients through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training and development, mentorship, and products. Discover your earning potential, craft a workday around your life, and make an impact every day.
Our award-winning training equips you with the knowledge, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to support your financial expertise, including but not limited to:
Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis
As a Northwestern Mutual Financial Representative:
1. Build—Work to build a clientele by growing trustworthy relationships with your network and develop knowledge of NM financial products and market trends.
2. Educate—Educate yourself beyond training through sponsored licensing, registration, and ongoing development. Use assistive software, reporting tools, and illustrations to teach clients about financial planning options.
3. Influence— Presenting clients with the opportunity to protect and prosper, you will drive clients to action through honest influence and recommendations.
4. Own—Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs.
Compensation & Benefits
- 1st Year Incentive Package
- Accelerated Commission Structure
- Renewable Income
- Formalized Bonus Program
- Expense Allowance
- Reimbursement for insurance licensing, SIE, Series 7, CFP®, and more
- Retirement Package and Pension Plan
- Medical, Dental, Vision, Life Insurance and Disability Income Insurance
- Family Planning
You could be right for this opportunity if you have:
- Bachelor’s Degree
- Experience building meaningful relationships
- Interpersonal skills for success in client-facing roles
- Excellent time-management skills
- Desire for continuous learning
- Legal authorization to work in the US without sponsorship
About Us
For nearly 170 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the care and expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives are valued partners, and proud business owners. We are committed to a diverse, inclusive, and belonging environment where everyone’s different viewpoints bring new successes!
Why join Northwestern Mutual:
- Fortune 100 company
- Forbes' Best Employers for Diversity
- Top 10 US Independent Broker-Dealers
- #1 Amongst Life Insurers Most Admired Companies for Financial Soundness
- Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index
- $224 billion (retail investment client assets held or managed)
Job Type: Full-time
Pay: $125,000.00 - $270,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Retirement plan
Application Question(s):
- Email address
- Do you live within 25 miles of the San Jose area? (REQUIRED)
Education:
- Bachelor's (Preferred)
Experience:
- Sales: 3 years (Preferred)
Ability to Commute:
- Campbell, CA 95008 (Required)
Willingness to travel:
- 25% (Preferred)
Work Location: In person
Financial Representative Jobs by Experience Level
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Find Financial Representative JobsFinancial Representative Job Market
Who's Hiring
- Northwestern Mutual414
- World Finance123
- State Farm53
- Fidelity Investments30
- Morgan Stanley23
Top Industries Hiring
- Insurance159
- Healthcare & Medical Services27
- Investment & Asset Management2
- Technology & Software1
- Government & Public Sector1
What Employers Look For
The qualifications that appear most often in financial representative jobs.
- Active Series 6, Series 7, or state life and health insurance license
- Proven experience in financial product sales or client advisory roles
- Bachelor's degree in finance, business, economics, or a related field
- Proficiency with CRM platforms for managing client pipelines and activity tracking
- Strong needs-analysis and consultative selling skills for individual and business clients
- FINRA registration or willingness to obtain required registrations within 90 days of hire
Tips for Your Financial Representative Job Search
Tailor your resume to the license
Financial representative postings split sharply between roles requiring Series 6 or Series 7 licenses and those requiring life and health insurance licenses. List your active licenses in a dedicated section near the top so hiring managers don't have to hunt for them.
Quantify your book of business
Hiring managers in this role want to see client retention rates, assets under management growth, or new policies written per quarter. Replace vague phrases like 'grew client base' with specific numbers that show the scope of your sales or advisory work.
Apply early to roles that fit
Migrate Mate lists financial representative openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Highlight your prospecting methods clearly
Many postings explicitly ask how candidates generate leads. Your resume and cover letter should name your actual methods, whether that's referral networks, community outreach, or warm calling, rather than leaving prospecting experience implied in generic sales language.
Prepare for a production-based interview round
Expect at least one interview stage where you role-play a needs-based sales conversation with a fictional client. Practice walking through a fact-finding dialogue that covers income protection, retirement planning, and risk tolerance before you walk in.
Negotiate your payout structure, not just base pay
Most financial representative offers blend a base draw with commission or renewal residuals. Before accepting, ask specifically how the commission grid scales with production tiers and whether renewal commissions vest if you leave before a certain tenure.
Financial Representative Jobs: Frequently Asked Questions
Which companies are hiring the most financial representatives?
Northwestern Mutual, World Finance, and State Farm are hiring the most financial representatives right now, with openings concentrated in Texas, Florida, and Illinois, based on current listings on Migrate Mate as of September 2026. Demand is especially consistent at insurance carriers and independent broker-dealer networks.
How many financial representative jobs are remote?
About 54% of financial representative openings are fully remote or hybrid as of September 2026, though the share varies by specialization. Client-facing insurance sales roles tend to require in-person territory coverage, while financial planning support and back-office advisory roles are more likely to offer remote flexibility.
How do you become a financial representative?
Start by earning a bachelor's degree in finance, business, or economics, then obtain the state insurance license or FINRA registration required for your target specialization. Most employers provide a licensing study period before your start date. Building early client relationships through networking accelerates your path to meeting production benchmarks in your first year.
Can you get hired as a financial representative with little experience?
Yes, many insurance carriers and broker-dealer firms hire candidates with no prior financial services experience if you're willing to earn your license through their sponsored training program. Demonstrating a strong personal network, prior sales experience in any industry, and comfort with commission-based income makes you a competitive candidate even without a financial services background.
What does the financial representative interview process look like?
The process typically involves an initial phone screen focused on your motivation for commission-based work, followed by an in-person or video interview with a district or regional manager. Many firms add a role-play exercise where you conduct a mock client needs analysis. Final-stage conversations often cover your personal network and how you plan to build a book of business.
Where can I find and apply to financial representative jobs?
You can find and apply to financial representative jobs on Migrate Mate, which lists current openings from across the United States. Search for roles that match your license type, specialization, and preferred location, then apply directly to each listing that fits your background.
See All 1,153+ Financial Representative Jobs
Find roles that match your experience and apply in just a few clicks.
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