Entry Level Financial Representative

Northwestern Mutual of Northeast Iowa•Dubuque, IA

7d•$63,000 - $85,000•Onsite

About The Position

At Northwestern Mutual of Northeast Iowa, our mission is simple yet powerful: to create the most financially secure communities in America, one person, one family, and one business at a time. We are dedicated to building a team of the highest caliber advisors, with the ultimate goal of becoming home to the most trusted financial professionals in the region. With the highest retention rate in Eastern Iowa and the distinction of having the most women advisors in the area, our office is a testament to the success of our people-first approach. Our culture emphasizes collaboration, growth, and a shared commitment to delivering excellence in every client relationship. Beyond business success, we are deeply committed to making a positive impact in our local communities. Our office proudly supports several charitable initiatives, including Special Spaces in Dubuque, Alex’s Lemonade Stand, and the University of Iowa Children's Hospital, specifically for cancer research and the nurses' fund. These efforts reflect our belief that success is about more than just financial achievements—it’s about giving back and helping those in need. Joining our team means becoming part of a mission-driven culture where you have the opportunity to grow your career while also making a meaningful difference in the lives of others. 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. 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.

Requirements

A bachelor's degree is preferred.
Previous experience in financial services, insurance or business development is beneficial but not required.
Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

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.

Benefits

Retirement
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Access to ongoing training and development programs, including sponsorship for advanced certifications.
Competitive compensation structure including performance incentives, with no ceiling.
Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Flexibility to create a schedule that fits your lifestyle and goals.
Make a lasting impact by guiding individuals and families in your community towards financial security and success.