Financial Representative Entry Level

Job Description

Job Description

Benefits :

Retirement

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

At Northwestern Mutual of Central Iowa, our mission is to help people find clarity, create confidence, and enjoy the pursuit of a rich life. We live our core values every day : striving for excellence through dedication and commitment; valuing family with a selfless and supportive culture; and pursuing growth together, both personally and professionally.

Our team is passionate about giving back to the community, with meaningful involvement in causes like Alexs Lemonade Stand. If youre looking for a career where you can make a difference, grow with a supportive team, and build lasting relationships, wed love to hear from you.

Our thriving office is located at : 1245 Jordan Creek Pkwy, Suite 200 West Des Moines, IA 50266

Watch this short video to experience A Day in the Life of a Northwestern Mutual Advisor : https : / / youtu.be / tar1BSa7Gaw

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 policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds 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 :

Jeff Byrn Managing Partner :

• Time with NM : Started as an intern in December 2005.
• Prior Experience : Started with NM early in his career.
• Passionate About : A dedicated sports fan of many college and professional teams. Outside the office, Jeff is usually coaching or cheering for one of his three kids sports activities. When hes not on the sidelines, hes working on his second career as a future senior professional golfer.

Logan Molina Financial Representative :

• Time with NM : Started as an intern in May 2014.
• Prior Experience : Studied Liberal Arts.
• Passionate About : Enjoys spending time with family, playing golf, watching and playing all things sports, as well as movies and food.

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 :
• Retirement
• 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.
• Retirement Benefits : Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future.
• 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. Jeff Bryn is a General Agent of NM and is not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.