Entry Level Financial Representative

Northwestern Mutual

Financial Representative at Northwestern Mutual providing tailored insurance solutions. Engaging with clients and developing financial plans to secure their financial goals.

Posted 5/1/2026full-timeDubuque • Iowa • 🇺🇸 United StatesEntry Level💰 $63,000 - $85,000 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.
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