Financial Representative with Athletic Background
About The Position
Northwestern Mutual of Northeast Iowa is seeking a Financial Representative, with a particular interest in current and former athletes and people with business development backgrounds. The role focuses on understanding clients’ comprehensive financial needs and providing personalized guidance to support their financial protection and planning goals. Representatives design and implement strategies to safeguard clients’ assets, income, and overall financial well-being, and help provide long-term security. The representative regularly reviews and updates clients’ financial plans and insurance policies as their circumstances or goals change. The position also involves developing a client network through referrals, community involvement, and professional associations. Training and development are available, including sponsorship for advanced certifications, and the company provides support from a planning team, marketing resources, and experienced mentors. The role offers schedule flexibility and performance-based incentives with unlimited earning potential.
Requirements
- Excellent interpersonal and communication abilities.
- Strong analytical skills.
- Ability to build lasting client relationships.
- Obtain state insurance licenses; training is provided and sponsorship may be considered.
Nice To Haves
- A bachelor’s degree in finance, business, or a related discipline is preferred.
- Prior experience in insurance, financial services, or business development is beneficial but not mandatory.
- Experience in a business development-oriented organization; examples listed include Medical Device, Education, Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, and Auto Rental.
- Current or former athletic experience and the associated teamwork, resilience, goal orientation, discipline, time management, and competitive spirit.
Responsibilities
- Engage with clients to understand their comprehensive financial needs.
- Provide personalized guidance to help clients achieve financial protection and planning goals.
- Design and implement strategies to safeguard clients’ assets, income, and financial well-being.
- Regularly review and update clients’ financial plans and insurance policies to reflect changes in their circumstances or goals.
- Build a client network through referrals, community involvement, and professional associations.
- Obtain required state insurance licenses.
Benefits
- Retirement benefits.
- Company parties.
- Dental insurance.
- Flexible schedule.
- Health insurance.
- Opportunity for advancement.
- Training and development.
- Vision insurance.
- Sponsorship for advanced certifications.
- Performance-based incentives and unlimited earning potential.
- Support from a dedicated planning team, marketing resources, and experienced mentors.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
