Benefits:
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Ready to turn your experience into something more meaningful? At the Monson District of Northwestern Mutual, we provide financial security and personalized planning to help clients achieve their goals, and build generational wealth. Our culture is collaborative, active, and purpose-driven, shaped by former NCAA athletes and outdoor enthusiasts who bring energy and discipline to every day. With top-performing advisors across two locations, we combine experience and innovation while making a lasting impact in our community through organizations like Safe Harbor Women’s Shelter, Alex’s Lemonade Stand, and Weber State University. Simply put: we do well by doing good, and have fun doing it.
Why Career Changers Could Thrive Here:
You already have what it takes, people skills, perseverance, and a desire to make a difference.
We provide the training, mentorship, and professional licensing support to help you confidently transition into financial services.
You’ll be surrounded by a team that’s walked the same path, people who once coached, built, designed, or taught before building their own financial practices.
Our thriving offices are located at:
172 N East Promontory STE 265 Farmington, UT 84025
5929 Fashion Pointe Dr. STE 101 S. Ogden, UT 84403
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” companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Our Team:
Sawyere Monson - Managing Director:
Time with NM: 10 years
Prior to: Sawyere was a college football athlete before beginning his career with Northwestern Mutual.
Passionate About: Outside of the office, Sawyere enjoys staying active through fitness, snowboarding, and mountain biking. He’s passionate about personal development, his faith, and spending quality time with his wife and four children.
Trevor Grayson - Growth & Development Director:
Time with NM: 5 years
Prior to: Trevor worked as a Corporate Project Manager at Select Health and ran several side businesses. He also played college soccer.
Passionate About: Trevor is an endurance athlete with a love for triathlons, mountain biking, and skiing. He and his wife are raising five children, and he thrives on staying active and involved with his family.
Sebastian Lawson - College Unit Director:
Time with NM: 3 years
Prior to: Sebastian came to Northwestern Mutual from a background in medical sales.
Passionate About: He is passionate about mountain biking, running, snowboarding, and personal development. At home, he enjoys life with his wife and their three children.
Chris Smith - Financial Representative:
Time with NM: 6 months
Prior to: Chris has a background in tech sales and spent time coaching high school athletics.
Passionate About: Chris is deeply invested in his family and faith. He enjoys coaching, high school sports, and staying active through basketball. He brings a wealth of personal and professional experience to his role.
About the Role: As a Financial Planner 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 in finance, business, or a related field is 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. Sawyere Monson is a Managing Director of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.