Financial Representative Entry Level

Benefits

• Retirement
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance
• Professional Development
• Income Potential
• Support and Mentorship
• Work-Life Balance
• Impact

At the Funk Group:
Northwestern Mutual, our mission is clear: to create the most financially secure communities in all of America, one person, one family, and one business at a time. We believe that true success goes beyond financial security, which is why we are also deeply committed to making a positive impact in the local community. Our office is passionate about supporting and giving back to a variety of charitable organizations that are making a difference right here in the Cedar Valley.

From our annual volunteer work with the Northeast Iowa Food Bank to supporting causes like Alex’s Lemonade Stand, Retrieving Freedom, Cedar Valley Angels, Junior Achievement, and Habitat for Humanity, we believe in the power of community-driven initiatives.
We also partner with Hy‑Vee for events like Alex’s Lemonade Stand and are proud to support local organizations such as House of Hope, the Boys and Girls Club, Americans For Independent Living (AFIL), and Ledar Valley.
Our thriving office is located: 3839 Ansborough Avenue, Waterloo, IA 50701.

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 policy owners—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.

• 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.

• Education:
  
  A bachelor’s degree 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).

Flexible work from home options available.

Funk Group – Northwestern Mutual