Entry-Level Financial Representative

Job overview

The Entry-Level Financial Representative role is onsite in Waterloo, IA, with flexible work-from-home options available. Compensation is $70,000–$110,000 per year. The Funk Group of Northwestern Mutual works toward creating financially secure communities and supports local charitable organizations. The representative helps individuals and businesses pursue financial goals through personalized insurance solutions and financial planning. The role builds client relationships, develops plans, recommends insurance strategies, and provides ongoing support as clients’ needs change.

What you'll do

• Consult with clients about financial goals and concerns
• develop financial plans covering investments, insurance, and retirement
• recommend and implement insurance strategies
• monitor plans and adjust strategies as circumstances change
• build a client network through referrals, community involvement, and professional associations.

What we're looking for

Skills & competencies

financial representative

entry level

financial planning

insurance solutions

client relationships

retirement planning

waterloo ia

northwestern mutual

$70,000–$110,000 per year

flexible schedule

training and development

work from home options

Work arrangement

• Weekend coverage required

Benefits & perks

• Retirement benefits, dental and health insurance, vision insurance, flexible schedule, advancement opportunities, training and development, mentorship, and professional development.

Why this role

Training and sponsorship for required licenses are available; flexible work-from-home options; performance incentives with no stated ceiling.

About the employer

Funk Group of Northwestern Mutual is hiring for this role. Industry: Direct Property and Casualty Insurance Carriers. Sector: 52.