Financial Representative – Entry Level

Northwestern Mutual

Financial Representative at Northwestern Mutual working to guide clients in achieving financial goals. Develop tailored financial plans and solutions to support their aspirations of financial security and community impact.

Posted 4/8/2026full-timeWaterloo • Iowa • 🇺🇸 United StatesEntry Level💰 $68,000 - $112,000 per yearWebsite

About the role

Key responsibilities & impact

Engage with clients to understand their financial goals, aspirations, and concerns
Develop comprehensive financial plans that include investments, insurance, and retirement
Recommend and implement insurance strategies to protect clients' assets and income
Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances
Build and maintain a network of clients through referrals, community involvement, and professional associations

Requirements

What you’ll need

A bachelor's degree is preferred
Previous experience in financial services, insurance or business development is beneficial but not required
Strong interpersonal and communication skills
Analytical thinking
Ability to build trust and rapport with clients
Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available)

Benefits

Comp & perks

Retirement
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

interpersonal skillscommunication skillsanalytical thinkingtrust buildingrapport building

Certifications

Series 6Series 63state insurance licenses