Talent.com
Financial Representative Entry Level

Financial Representative Entry Level

Yoder District - Northwestern MutualCheyenne, WY, US
2 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Benefits :

  • Retirement Benefits
  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance

At the Yoder District - Northwestern Mutual, we inspire individuals to align their actions with their intentions, empowering them to achieve financial security and live purpose-driven lives.

Our vision is rooted in a family-like culture built on integrity, personal responsibility, and gratitude. Together, we strive to make an impactboth in the lives of those we serve and in our community. Through our elite training programs, advanced designations, and personal growth initiatives, we cultivate a team of people of character who are motivated to lead, grow, and give back.

We are proud to support causes close to our community, including the Cystic Fibrosis Foundation, Realities for Children, Jae Foundation, and Slammin Famine, ensuring our legacy of care extends far beyond financial planning.

Our commitment to growth, integrated financial planning, and community giving makes us the destination of choice for clients and team members alike, creating meaningful connections that inspire a lasting impact.

Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor : https : / / youtu.be / tar1BSa7Gaw

Our Thriving Offices are Located :

  • District Office : 3665 John F Kennedy Parkway Building 1 Suite 100 Fort Collins, CO 80525
  • Cheyenne, WY 212 E 22nd Street Cheyenne, WY 82001
  • Laramie, WY 866 N 4th St, Ste 2, Laramie, WY 82072
  • Greeley, CO 710 11th Ave Unit L45 Greeley, CO 80631
  • Expansion across Jackson, WY.
  • 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 policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds 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 :

    Haley Stevens - Chief Operating Officer :

  • How long with NM? Joined Northwestern Mutual 7 years ago.
  • Prior Experience? Previously was in Retail Management as well as Sales Management before starting with NM.
  • Passionate About? Loves family and travel. Enjoys the benefits that NM provides with work and life that allows her to spend as much time as she can with her kids and other members of her family.
  • Bailey Bergstrom - Director of Recruitment and Selection :

  • How long with NM? Been with Northwestern Mutual for 2 years.
  • Prior Experience? Previously was in Real Estate Management and IT Recruitment before starting a career with NM.
  • Passionate About? Loves spending time with friends and family. Advocate for health and fitness and loves to run and strength train.
  • Ryan Yoder - Managing Director, Partner, and Wealth Management Advisor :

  • How long with NM? Been with Northwestern Mutual for 29 years.
  • Prior Experience? Graduated from Colorado State University. Co-owner of R&R Chicken Farm before starting with NM.
  • Passionate About? Loves spending time with his wife and 4 children. Enjoys serving as the Head Mens Basketball Coach at Resurrection Christian High School in Loveland, CO. His mission is to influence people for eternity, inspiring and equipping them to live a life of significance.
  • Cory Schroeder - Managing Partner, Wealth Management Advisor :

  • How long with NM? Been with Northwestern Mutual for 5 years.
  • Prior Experience? Was in the military and also owned a few of his own businesses prior to starting with NM.
  • Passionate About? Loves spending time with his wife and 2 daughters. Also enjoys hunting and being an instructor to future Army National Guard members.
  • Josh Schilt - Financial Advisor :

  • How long with NM? Been with Northwestern Mutual for a year and a half.
  • Prior Experience? Former college student and also worked on a fencing crew building fences for cattle.
  • Passionate About? Loves spending time with family as well as hunting and hiking in the mountains.
  • Brian Campbell - Growth and Development Director :

  • How long with NM? Been with Northwestern Mutual for 19 years.
  • Prior Experience? Began his career with NM as an intern while attending Colorado State University.
  • Passionate About? Loves spending time with his family and coaching his boys in competitive flag football. Also enjoys watching his daughter play basketball and ride horses competitively.
  • 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 :

  • 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.
  • Qualifications :

  • Education : A bachelor's degree is preferred, but not required.
  • 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 :

  • 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.
  • 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. Ryan Yoder is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

    Flexible work from home options available.

    Create a job alert for this search

    Entry Level Financial Representative • Cheyenne, WY, US

    Related jobs
    • Promoted
    Senior Accountant - CA Licensed

    Senior Accountant - CA Licensed

    VirtualVocationsFort Collins, Colorado, United States
    Full-time
    A company is looking for a Senior Staff Accountant.Key Responsibilities Perform monthly close activities including journal entries, reconciliations, and variance analysis Manage sales and proper...Show moreLast updated: 1 day ago
    • Promoted
    • New!
    Texas Licensed Tax Advisor

    Texas Licensed Tax Advisor

    VirtualVocationsFort Collins, Colorado, United States
    Full-time
    A company is looking for a Tax Advisor (EA, CPA Preferred).Key Responsibilities Build lasting connections with small business owners, providing expert financial guidance Apply accounting experti...Show moreLast updated: 7 hours ago
    • Promoted
    • New!
    Accounts Receivable Representative II

    Accounts Receivable Representative II

    VirtualVocationsFort Collins, Colorado, United States
    Full-time
    A company is looking for an Accounts Receivable Representative 2 specializing in hospital billing and follow-up.Key Responsibilities Handle escalated account and payer disputes, including complex...Show moreLast updated: 7 hours ago
    • Promoted
    Financial Clearance Representative

    Financial Clearance Representative

    VirtualVocationsFort Collins, Colorado, United States
    Full-time
    A company is looking for a Financial Clearance Representative (AR) to manage pre-service insurance reviews for healthcare clients. Key Responsibilities Manage inquiries and concerns related to ins...Show moreLast updated: 30+ days ago
    • Promoted
    Interim Intercompany Accountant

    Interim Intercompany Accountant

    VirtualVocationsFort Collins, Colorado, United States
    Temporary
    A company is looking for an Interim Intercompany Accountant, focused on intercompany accounting tasks in a remote setting. Key Responsibilities Review and verify intercompany accounts and perform ...Show moreLast updated: 1 day ago
    • Promoted
    • New!
    Senior Mortgage Underwriter

    Senior Mortgage Underwriter

    VirtualVocationsFort Collins, Colorado, United States
    Full-time
    A company is looking for a Senior Mortgage Loan Underwriter.Key Responsibilities Evaluate loan applications and verify applicant information for eligibility Ensure compliance with mortgage produ...Show moreLast updated: 11 hours ago
    • Promoted
    • New!
    Investor Support Specialist

    Investor Support Specialist

    VirtualVocationsFort Collins, Colorado, United States
    Full-time
    A company is looking for an Investor Support Specialist to provide front-line support to investors and assist with back-office processes related to Transfer Agent and Fund Operations.Key Responsibi...Show moreLast updated: 13 hours ago
    • Promoted
    Senior Accounts Receivable Clerk

    Senior Accounts Receivable Clerk

    VirtualVocationsFort Collins, Colorado, United States
    Full-time
    A company is looking for a Senior Account Receivable Clerk.Key Responsibilities Research and resolve denials, applying knowledge of payer policies for appeals Prepare and submit appeals to payer...Show moreLast updated: 23 hours ago
    • Promoted
    South Carolina Licensed Loan Officer

    South Carolina Licensed Loan Officer

    VirtualVocationsFort Collins, Colorado, United States
    Full-time
    A company is looking for a Reverse Mortgage Inside Sales Loan Officer.Key Responsibilities Analyze customers' financial situations to provide tailored financial solutions Build rapport with pote...Show moreLast updated: 1 day ago
    • Promoted
    • New!
    Washington Licensed General Ledger Accountant

    Washington Licensed General Ledger Accountant

    VirtualVocationsFort Collins, Colorado, United States
    Full-time
    A company is looking for a General Ledger Accountant.Key Responsibilities Prepare and post journal entries and perform monthly account reconciliations Manage accounting activities across multipl...Show moreLast updated: 9 hours ago
    • Promoted
    Interim Senior Fixed Asset Accountant

    Interim Senior Fixed Asset Accountant

    VirtualVocationsFort Collins, Colorado, United States
    Temporary
    A company is looking for an Interim Senior Fixed Asset Accountant.Key Responsibilities Support monthly close processes related to fixed assets, including roll-forwards and reconciliations Manage...Show moreLast updated: 30+ days ago
    • Promoted
    Texas Licensed Mortgage Loan Officer

    Texas Licensed Mortgage Loan Officer

    VirtualVocationsFort Collins, Colorado, United States
    Full-time
    A company is looking for a Loan Officer in TX, AZ, or TN.Key Responsibilities Perform activities requiring an NMLS Loan Originator license Review applications from manufactured home retailer par...Show moreLast updated: 1 day ago
    • Promoted
    New Jersey Licensed Loan Processor

    New Jersey Licensed Loan Processor

    VirtualVocationsFort Collins, Colorado, United States
    Full-time
    A company is looking for a Loan Processor to manage loan documentation and customer communication.Key Responsibilities : Review and analyze borrower's credit, employment, financial information, an...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Florida Licensed Tax Advisor

    Florida Licensed Tax Advisor

    VirtualVocationsFort Collins, Colorado, United States
    Full-time
    A company is looking for a Tax Advisor (EA, CPA Preferred).Key Responsibilities Foster client engagement by building lasting connections and providing expert guidance Apply accounting expertise ...Show moreLast updated: 7 hours ago
    • Promoted
    2027 State and Local Tax (SALT) Entry Level Staff

    2027 State and Local Tax (SALT) Entry Level Staff

    Plante MoranFort Collins, CO, United States
    Full-time
    Our "we-care" culture is more than just a motto; it's a promise.From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achi...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Account Closure Specialist

    Account Closure Specialist

    VirtualVocationsFort Collins, Colorado, United States
    Full-time
    A company is looking for a Specialist I, Closures.Key Responsibilities Ensure timely return of inventory to clients using appropriate codes Review account history for accuracy and calculate nece...Show moreLast updated: 11 hours ago
    • Promoted
    • New!
    Remote Accounts Receivable Specialist

    Remote Accounts Receivable Specialist

    VirtualVocationsFort Collins, Colorado, United States
    Remote
    Full-time
    A company is looking for a Poster, CBO.Key Responsibilities Follow up on credit balances and update patient demographics for claims payment Process refund requests and document communications re...Show moreLast updated: 7 hours ago
    • Promoted
    Senior Associate Financial Advisor

    Senior Associate Financial Advisor

    First Tech Federal Credit UnionFort Collins, CO, United States
    Full-time
    The Senior Associate Financial Advisor serves as a transitional step to a Financial Advisor role by supporting and growing an existing book of business under the guidance of an established Financia...Show moreLast updated: 26 days ago
    • Promoted
    2026 State and Local Tax (SALT) Entry Level Staff

    2026 State and Local Tax (SALT) Entry Level Staff

    Plante MoranFort Collins, CO, United States
    Full-time
    Our "we-care" culture is more than just a motto; it's a promise.From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achi...Show moreLast updated: 30+ days ago
    • Promoted
    General Ledger Consultant

    General Ledger Consultant

    VirtualVocationsFort Collins, Colorado, United States
    Full-time
    A company is looking for a General Ledger Functional Consultant.Key Responsibilities Guide and validate GL conversions Engage in discussions regarding GL data reconciliation and define the recon...Show moreLast updated: 1 day ago