College Financial Representative

4 days ago


Cedar Rapids, Iowa, United States Northwestern Mutual Full time

Company Description

Northwestern Mutual empowers individuals to achieve long-term financial security through personalized, people-first planning. With $265 billion in assets under management, $28.1 billion in revenues, and over $1.8 trillion in life insurance protection in force, the company proudly serves more than 4.5 million clients. Northwestern Mutual offers a comprehensive range of services, including life, disability, and long-term care insurance, as well as annuities, advisory, and investment solutions. Headquartered in Milwaukee and New York, the company is dedicated to fostering diversity and supporting its nationwide team of financial representatives and employees.

Role Description

This is a full-time on-site position for a College Financial Representative based in Cedar Rapids, IA. The role involves working directly with clients to understand their financial goals and developing tailored financial plans. Tasks include offering guidance on investments, retirement planning, and insurance solutions, as well as conducting assessments to identify client needs. Representatives will build relationships, maintain client portfolios, and stay informed about financial strategies and industry trends.

Qualifications

  • Time Management
  • Communication Skills
  • Understanding of general Finance concepts and practices
  • Excellent interpersonal and client relationship-building skills
  • Self-motivation and a goal-oriented mindset
  • Ability to work onsite in Cedar Rapids, IA


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