Financial Representative - Entry Level

Funk Group of Northwestern Mutual; Waterloo (IA); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Retirement

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Job summary

Funk Group of Northwestern Mutual in Waterloo, IA is seeking a Financial Representative to help individuals and businesses achieve their financial goals through personalized insurance solutions and planning.

You will build long-term client relationships, understand needs, and provide tailored financial strategies across investments, insurance, and retirement. The office emphasizes community involvement and professional development with flexible work options.

Qualifications

• Bachelor's degree preferred.
• Experience in financial services beneficial but not required.
• Strong interpersonal and communication skills with client focus.

Responsibilities

• Client consultations to understand financial goals and concerns.
• Develop comprehensive financial plans including investments, insurance, and retirement.
• Provide tailored insurance solutions to protect assets and income.
• Monitor and update client plans as situations change.
• Build and maintain a client network through referrals and community involvement.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Client rapport

Education

Bachelor's degree (preferred)

Job description

Benefits:

• Retirement


• Company parties


• Dental insurance


• Flexible schedule


• Health insurance


• Opportunity for advancement


• Training & development


• Vision insurance

At the Funk Group of 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 Cedar Valley. As a Financial Representative with the Funk Group, you’ll not only have the opportunity to build a rewarding and impactful career, but you’ll also be part of a team that makes a difference in the lives of others, both financially and through community involvement.

Our thriving office is located: 3839 Ansborough Avenue, Waterloo, IA 50701

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” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.

Meet Some of Our Local Leaders, the Heartbeat of Our Business:

Mark Funk - Managing Director:

• How long with NM? 26 years


• Prior Experience? Started with Northwestern Mutual in college as an intern while pursuing his finance degree.


• Passionate About? He and his wife love to travel and spend time with their family at their properties in Montana and Florida. Mark also enjoys playing golf and hunting at his cabin in Northeast Iowa.

Clayton Meinders - Financial Advisor:

• How long with NM? 8 years


• Prior Experience? Started with Northwestern Mutual as a college intern. Before NM, he worked at a grocery store and bank in high school, and during college worked for a painting contractor and as a sales representative.


• Passionate About? Spending as much time as possible with his wife and daughter. Clayton is also passionate about sports, whether it’s golfing with friends, attending Iowa football and wrestling events, or going to Minnesota Vikings games.

Brayden Sawyer - Financial Advisor:

• How long with NM? Just over 1 year.


• Prior Experience? Worked part-time as a bank teller while on breaks from school. He was also a full-time student and athlete at Central College in Pella, Iowa.


• Passionate About? Spending time with friends and family, attending sporting events, and golfing whenever he gets the chance.

About the Financial Representative Role:

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.

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 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. Mark Funk is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.