Talent.com
Financial Representative Entry Level
Financial Representative Entry LevelNorthwestern Mutual - Cedar Rapids • Cedar Rapids, IA, US
Financial Representative Entry Level

Financial Representative Entry Level

Northwestern Mutual - Cedar Rapids • Cedar Rapids, IA, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Job Description

Job Description

Benefits :

  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance

At Northwestern Mutual Cedar Rapids, we are committed to building the most financially secure communities in America, one person, one family, and one business at a time. Recognized as one of CBJs Coolest Places to Work and honored with the Training APEX Award , Forbes : Best Employers for New Grads , and WayUp : Top 100 Internships , our office combines industry-leading training with a culture of growth and inclusion. From our Leadership Development Program and Womens Affinity Summit to our Diversity, Equity & Inclusion committee (IMPOWER), we foster an environment where everyone has the tools and support to succeed. Beyond professional growth, we are deeply committed to giving back, supporting causes like Alexs Lemonade Stand, the University of Iowa Stead Family Childrens Hospital, and pediatric cancer research through local events that make a lasting impact.

Our thriving office is located at : 401 1st St SE Suite 401 Cedar Rapids IA 52401

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

Meet Our Local Team :

Kalvin Grabau Keele, CHFC, CLU, RICP Managing Partner / Wealth Management Advisor :

  • Time with NM : 20 years.
  • Prior Experience : Kalvin began his career with Northwestern Mutual as a college intern and has been with the firm ever since, growing into leadership and advanced planning roles over nearly two decades.
  • Passionate About : Kalvin values faith, family, and fun. He enjoys sports, reading, and writing, and finds fulfillment in staying active and spending time with loved ones.

    • Ben Frazier District Director :

  • Time with NM : 5 years.
  • Prior Experience : Ben served as a Medical Officer in the Army National Guard before transitioning into financial services.
  • Passionate About : Ben loves animals, music festivals, and traveling overseas. He also enjoys kickboxing and is passionate about giving back to his community.

    • Kate Berry Financial Advisor :

  • Time with NM : 2 years.
  • Prior Experience : Kate attended law school and was planning to become a lawyer before discovering her career path with Northwestern Mutual.
  • Passionate About : Kate spends much of her time on the farm and is a devoted animal lover, especially of cattle, horses, and dogs. She enjoys DIY projects, scrapbooking, hunting, and fishing. Faith is central to her lifeshe dedicates time to studying the Bible, has participated in many mission trips, and volunteers as a coach for Upwards Sports, teaching kids about Christ through athletics.

    • Kyle Reeve Financial Advisor :

  • Time with NM : 3 years.
  • Prior Experience : Kyle worked in public education for 15 years, serving as both a teacher and a school principal.
  • Passionate About : Kyle enjoys spending time with his family, especially his two young boys who keep him active with their activities. His family is involved in their church and loves time together on the golf course and at their familys cabin.

    • 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 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.
  • 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. Kalvin Grabau Keele is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries.

    Flexible work from home options available.

    [job_alerts.create_a_job]

    Financial Representative Entry Level • Cedar Rapids, IA, US

    [internal_linking.similar_jobs]
    TurboTax Product Expert (WFH Opportunity)

    TurboTax Product Expert (WFH Opportunity)

    Intuit - TurboTax • Coggon, IA, US
    [filters.remote]
    [job_card.full_time]
    Join TurboTax as a TurboTax Product Expert and be the friendly face our customers rely on during tax season.We're looking for individuals with excellent communication skills and a passion for assis...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Services Representative – Remote - Entry Level

    Client Services Representative – Remote - Entry Level

    Unlock Potential 360 • Iowa City, IA, us
    [filters.remote]
    [job_card.full_time] +2
    [filters_job_card.quick_apply]
    Unlock Potential LLC is hiring entry-level professionals who want to build skills in client communication, virtual consulting, and performance-based work. This is a fully remote role with structured...[show_more]
    [last_updated.last_updated_variable_days]
    Travel Physical Therapist (PT) - $1,749 to $3,413 per week in Bloomfield, IA

    Travel Physical Therapist (PT) - $1,749 to $3,413 per week in Bloomfield, IA

    AlliedTravelCareers • Cedar Rapids, Iowa, US
    [job_card.full_time]
    Interested in this assignment? Or maybe you still have not found what you are looking for? Contact one of our specialty-specific recruiters to get access to our vast network of open jobs, including...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Remote Financial Advising Expert - AI Trainer ($50-$60 / hour)

    Remote Financial Advising Expert - AI Trainer ($50-$60 / hour)

    Data Annotation • Iowa City, Iowa
    [filters.remote]
    [job_card.full_time] +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Field Service Technician - Level 1

    Field Service Technician - Level 1

    Sunbelt Rentals • Cedar Rapids, IA, United States
    [job_card.full_time]
    Sunbelt Rentals strives to be the customer's first choice in the equipment rental industry.From pumps to scaffolding to general construction tools, we aim to be the only call needed to outfit a job...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Entry Level Sales Representative

    Entry Level Sales Representative

    Andrew Meier Inc. • Cedar Rapids, IA, US
    [job_card.full_time]
    Entry-Level Sales Representative.We would liketo add a motivated and personable new employee to our insurance agent team who is seeking a new learning opportunity with lots of room for growth.The i...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Sales Representative Entry-Level

    Sales Representative Entry-Level

    True North Group LLC. • Cedar Rapids, IA, US
    [job_card.full_time]
    Join Our Team at True North Group.Position : Sales Representative, Entry-Level.Number of Openings : 1 Territory Sales Position Available. At True North Group, we believe great careers are built on rea...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Representative Entry Level

    Financial Representative Entry Level

    Funk Group - Northwestern Mutual • Cedar Rapids, IA, US
    [job_card.full_time]
    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...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Financial Analyst - AI Trainer ($50-$60 / hour)

    Remote Financial Analyst - AI Trainer ($50-$60 / hour)

    Data Annotation • Cedar Rapids, Iowa
    [filters.remote]
    [job_card.full_time] +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Earn Cash From Taking Surveys Online

    Earn Cash From Taking Surveys Online

    Earn Haus • North Liberty, IA, US
    [job_card.full_time] +1
    Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion. You will help influence brand decisions on se...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Representative Entry Level

    Financial Representative Entry Level

    Northwestern Mutual - Cedar Rapids • Cedar Rapids, Iowa, US
    [job_card.full_time]
    Job Description Job Description At Northwestern Mutual Cedar Rapids, we are committed to building the most financially secure communities in America, one person, one family, and one business at a...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Outside Sales Representative

    Outside Sales Representative

    Global Payments • Center Point, IA, US
    [job_card.full_time]
    Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services.Our worldw...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Entry-Level Financial Advisor - Client-Focus Role with Paid Training

    Entry-Level Financial Advisor - Client-Focus Role with Paid Training

    New York Life Iowa office • Cedar Rapids, IA, US
    [job_card.full_time]
    Entry-Level Financial Advisor – Client-Focused Role with Paid Training.New York Life Iowa General Office | Des Moines Metro Area & Cedar Rapids, IA. Candidates must reside in the state of ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Entry Level Financial Representative

    Entry Level Financial Representative

    Northwestern Mutual - Greater Iowa City • Iowa City, IA, US
    [job_card.full_time]
    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...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Entry-Level Financial Advisor

    Entry-Level Financial Advisor

    New York Life Iowa office • Cedar Rapids, IA, US
    [filters.remote]
    [job_card.full_time]
    [filters_job_card.quick_apply]
    New York Life Iowa General Office | Des Moines, IA.Candidates must reside in the state of Iowa • We hire all throughout the state of Iowa. Are you looking for a professional career where your effort ...[show_more]
    [last_updated.last_updated_variable_days]
    Data Center Cable Technician (Entry Level - Intermediate Level)

    Data Center Cable Technician (Entry Level - Intermediate Level)

    TEKsystems • Cedar Rapids, IA, United States
    [job_card.full_time]
    We are seeking an entry-level Cable Technician to support a large-scale data center construction project.This role involves installing, routing, terminating, and testing low-voltage cabling in an a...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Household Sales Representative

    Household Sales Representative

    Culligan 83IA • Coralville, IA, US
    [job_card.full_time]
    This role is a customer focused outside Residential Territory Manager position.Residential Territory Manager in this role perform Water Analysis, Product Demonstrations and Cold Calls using creativ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    REMOTE Entry Level Sales Rep

    REMOTE Entry Level Sales Rep

    Reid Agency • Iowa City, IA, US
    [filters.remote]
    [job_card.full_time]
    We are seeking a motivated and goal-oriented Entry Level Sales Representative to join our remote team in the Financial Services industry. As an Entry Level Sales Rep, you will be responsible for uti...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]