Financial Representative Entry Level
16 days ago
Cedar Rapids
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 time. Recognized as one of CBJ’s 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 Women’s 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 Alex’s Lemonade Stand, the University of Iowa Stead Family Children’s 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 policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s 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., • Time with NM: 5 years., • Prior Experience: Ben served as a Medical Officer in the Army National Guard before transitioning into financial services., • 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., • Time with NM: 3 years., • Prior Experience: Kyle worked in public education for 15 years, serving as both a teacher and a school principal. 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., • 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., • 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 PFGF—our 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. Company DescriptionAt 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 by CBJ’s Coolest Places to Work, Forbes: Best Employers for New Grads, the Training APEX Award, and WayUp’s Top 100 Internships, our office combines industry-leading training with a culture of inclusion and growth. From leadership development and affinity summits to our Diversity, Equity & Inclusion committee (IMPOWER), we provide every team member the tools and support needed to succeed. Beyond career development, we are deeply invested in giving back, supporting causes like Alex’s Lemonade Stand, the University of Iowa Stead Family Children’s Hospital, and pediatric cancer research through local community events that create lasting impact.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 by CBJ’s Coolest Places to Work, Forbes: Best Employers for New Grads, the Training APEX Award, and WayUp’s Top 100 Internships, our office combines industry-leading training with a culture of inclusion and growth. From leadership development and affinity summits to our Diversity, Equity & Inclusion committee (IMPOWER), we provide every team member the tools and support needed to succeed. Beyond career development, we are deeply invested in giving back, supporting causes like Alex’s Lemonade Stand, the University of Iowa Stead Family Children’s Hospital, and pediatric cancer research through local community events that create lasting impact.