Entry Level Sales Representative

Overview

Northwestern Mutual of Northeast Iowa is dedicated to strengthening communities by helping individuals, families, and businesses achieve lasting financial security. We aim to attract outstanding advisors and create a trusted group of financial professionals in the region. Our culture centers on collaboration, growth, and delivering excellence in every client relationship. We take pride in high retention within Eastern Iowa and having a large representation of women advisors. Our mission extends beyond business success, with active involvement in local charitable efforts through Special Spaces in Dubuque, Alex’s Lemonade Stand, and the University of Iowa Children's Hospital supporting cancer research and the nurses' fund. By joining our team, you join a mission-driven environment where you can grow professionally while making a meaningful impact in the community.

Location: Hybrid remote in Dubuque, IA 52001. Our office is located at 2728 Asbury Rd Suite 810, Dubuque, IA 52001. Flexible work from home options are available.

Day in the Life of a Northwestern Mutual Advisor video link provided for more insight into a typical day.

About Northwestern Mutual

Northwestern Mutual is a Fortune 500 company that offers a broad range of financial services to more than 5 million people. As a mutual company, we answer to policyowners rather than Wall Street. The organization began in Wisconsin in 1857 and is recognized by Fortune as one of the World’s Most Admired life insurance companies in 2024. Our culture emphasizes helping people achieve financial security through a client-centric approach.

Role Overview

As a Financial Representative, you will join a team dedicated to helping individuals and businesses reach their financial goals through customized insurance solutions and planning. The position focuses on building long-term client relationships, understanding unique needs, and delivering tailored financial strategies.

Key Responsibilities

• Client consultations to understand financial goals, aspirations, and concerns
• Develop comprehensive financial plans covering investments, insurance, and retirement
• Recommend and implement insurance strategies to protect assets and income
• Provide ongoing support by monitoring plans and adjusting strategies as circumstances change
• Expand the client base through networking, referrals, community involvement, and professional associations

Qualifications

• Education: A bachelor’s degree is preferred.
• Experience: Prior experience in financial services, insurance, or business development is beneficial but not required.
• Skills: Strong interpersonal and communication abilities, analytical thinking, and the ability to establish trust with clients.
• Licenses: Necessary licenses such as Series 6, 63, and state insurance licenses are required; training and sponsorship are available.

Compensation and Benefits

• Benefits include: Retirement plan, company events, dental insurance, flexible schedule, health insurance, opportunities for advancement, training and development, and vision insurance.
• Income potential: Competitive compensation structure with performance incentives and no cap on earnings.
• Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors to aid professional growth.
• Flexibility to create a schedule that aligns with personal goals and work-life balance.
• Opportunity to make a lasting impact by guiding local individuals and families toward financial security.

Work Environment and Community Involvement

Our office emphasizes a people-first approach with a focus on collaboration and client-centric outcomes. In addition to business success, we are committed to giving back to the community through charitable initiatives and local involvement.

Meet Our Local Leaders

Matt Schulte — Managing Director
Tenure with Northwestern Mutual exceeds 25 years, including 13 years in the role of Managing Director. His career with NM spans most of his adult life, beyond college. He enjoys serving people, working with numbers, and spending time with his wife, Keri, and their four teenage children. Outside of work, he likes hunting, fishing, and life on the 43-acre family farm.

Kinsey Meyer — Development Director
With NM for over six years, Kinsey brings experience from Iowa State University and a background in retail clothing. She previously ran Miss Meyer’s Clothing Consignment. Kinsey values staying active through running, biking, and hiking with her Corgi, Cash, while cherishing time with family and friends and building strong relationships.

Lexie Meyer — Financial Advisor
Part of the NM team since April 2021, Lexie has background in agriculture, assisting dairy farmers with herd record management. Her passions include spending time with her two young boys and husband, who trains horses, and enjoying farm life. She loves trail riding, summer days along the Mississippi River, staying active, and reading fiction.

Dusty Jentz — Financial Advisor
With NM since May 2016, Dusty has worked in four NM offices including Ames, Des Moines, Minneapolis, and Dubuque. He grew up on a family farm and was an athlete prior to transitioning to finance. He is married to Carli since 2017 and enjoys time with their son, family farming, disc golf, and following high-level sports, especially Cowboys football.

Jacob Kluesner — Financial Advisor
Interned with NM in August 2016 and joined full-time in January 2018. He brings extensive engineering experience, including at John Deere, and worked as a finance manager at a car dealership before choosing NM full-time after graduation. He values time with his large family, partner, and their children, along with their two Labrador retrievers. He enjoys hunting, fishing, camping, and following college and professional sports, with a passion for cars, particularly trucks and sports cars.

Important Legal Note

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company and its subsidiaries in Milwaukee, Wisconsin. Matt Schulte acts as a General Agent for NM and is not in a legal partnership with NM or its subsidiaries.

Additional note: Flexible work from home options are available to support work-life balance.