What are the responsibilities and job description for the Financial Representative - Entry Level position at Funk Group - Northwestern Mutual?
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 true success goes beyond financial security, which is why we are also deeply committed to making a positive impact in the local community. Our office is passionate about supporting and giving back to a variety of charitable organizations that are making a difference right here in the Cedar Valley. From our annual volunteer work with the Northeast Iowa Food Bank to supporting causes like Alex’s Lemonade Stand, Retrieving Freedom, Cedar Valley Angels, Junior Achievement, and Habitat for Humanity, we believe in the power of community-driven initiatives.
We also partner with Hy-Vee for events like Alex’s Lemonade Stand and are proud to support local organizations such as House of Hope, the Boys and Girls Club, Americans For Independent Living (AFIL), and Ledar Valley. As a Financial Representative with the Funk Group, you’ll not only have the opportunity to build a rewarding and impactful career, but you’ll also be part of a team that makes a difference in the lives of others, both financially and through community involvement.
Our thriving office is located : 3839 Ansborough Avenue, Waterloo, IA 50701
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor : https : / / youtu.be / tar1BSa7Gaw
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” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Some of Our Local Leaders, the Heartbeat of Our Business :
Mark Funk - Managing Director :
- How long with NM? 26 years
- Prior Experience? Started with Northwestern Mutual in college as an intern while pursuing his finance degree.
- Passionate About? He and his wife love to travel and spend time with their family at their properties in Montana and Florida. Mark also enjoys playing golf and hunting at his cabin in Northeast Iowa.
- How long with NM? 2 years as an intern and 11.5 years full-time
- Prior Experience? Studied Business at UNI and worked at Scheels.
- Passionate About? Nick’s central focus outside of work is his family life – he and his wife Kelly have been married almost 10 years, and they have three kids : Talon (5), Brooks (3), and Navy (1). He is also very passionate about bow hunting, land management, and fly fishing. Nick enjoys anything outdoors.
- How long with NM? 12.5 years with Northwestern Mutual
- Prior Experience? Worked for a golf course before joining Northwestern Mutual.
- Passionate About? Eric enjoys travel, spending quality family time, participating in sports, and golfing.
- How long with NM? 7 years
- Prior Experience? Started his career right out of college.
- Passionate About? Owen is passionate about spending time with his family, traveling, and cheering on the Hawkeyes.
- How long with NM? 7 months
- Prior Experience? I studied Wealth Management and Leadership at UNI, worked as a teller at Dupaco Credit Union, and interned with their financial services team. After graduation, I pursued my goal of becoming a financial advisor and joined NM.
- Passionate About? I’m passionate about volunteering, spending time with loved ones, growing my faith, reading, practicing hot pilates, and exploring art.
- How long with NM? Almost 10 years!
- Prior Experience? I graduated from UNI in Leisure Services and interviewed with NM my senior year, despite no prior financial services experience. After learning more about the company, I joined NM the Monday after graduation.
- Passionate About? I enjoy spending time with my husband, daughter, and dogs, practicing barre / pilates / yoga, being outdoors, and traveling.
- 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.
- Education : A bachelor's degree is preferred.
- Experience : Previous experience in financial services, insurance 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 :
- Retirement
- 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.
- Impact : Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Nick Jans - Wealth Management Advisor :
Eric Sikkema - Wealth Management Advisor :
Owen Ward - Certified Financial Planner :
Alyssa Wilgenbusch - Financial Representative :
Ally Dana - Development Director :
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 :
Qualifications :
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Mark Funk is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Salary : $60,000 - $70,000
