Entry Level Financial Representative
Iowa City, Johnson County, Iowa, 52245, USA
Listed on 2026-07-20
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Finance & Banking
Insurance Sales, Financial Sales
Benefits
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Join the Winning Team at Northwestern Mutual – Greater Iowa City! We are a growing team passionate about building strong future leaders who share our mission to empower individuals to live their life by design. In addition to supporting clients, we are deeply committed to giving back to the community through partnerships with Alex’s Lemonade Stand Foundation and a $500,000 commitment to pediatric cancer research at the University of Iowa Children’s Hospital (UIHC).
Our vision is to create the most financially secure communities in all of America, one person, one family, one business at a time. If you’re driven, community-focused, and looking to grow within a dynamic and supportive environment, we’d love to meet with you!
Our growing district office is located: 1303 5th Street, Coralville, IA 52241
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor:
About the Financial Representative RoleAs 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.
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.
- Education:
An associate degree or higher 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).
- 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. Jessica Boyle-Roberts is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries.
Flexible work from home options available.
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