Top 8 Personal financial advisors Jobs in Waterloo, Ia

Account Manager
TrueNorth Companies —Parkersburg, IA
- Full-time
- Microsoft Excel
- Microsoft Outlook
- English
- Wellness program
- Paid holidays
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Outside Salesperson
Hajoca Corporation —Waterloo, IA
- Full-time
- Background check
- 18 years or older
- Microsoft Excel
- Profit sharing
- Wellness program
Quick Apply
Insurance Agent - Cedar Falls, IA
COUNTRY Financial —Cedar Falls, IA
- Full-time
- Mid-level
- Office
- Bachelor's degree
Financial Services Professional - Hybrid Remote (IA)
Bankers Life —Cedar Falls, IA
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Senior Tax Accountant
Wazeer Khan & Abbas Khan —Waverly, IA
- $90,000 - $120,000 a year
- Full-time
- Hybrid work
- CPA
- 5 years
- Research
- Travel reimbursement
- Profit sharing
Quick Apply

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personal financial advisors jobs near waterloo, ia

Account Manager

TrueNorth Companies -
Parkersburg, IA

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Job Details

Full-time

Benefits

Wellness program
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Tuition reimbursement
Paid time off
Employee assistance program
Vision insurance
Referral program

Qualifications

Customer communication

Full Job Description

First MainStreet Insurance (FMSI), a TrueNorth entity, is seeking an Account Manager for Campbell Insurance in Parkersburg, IA. The primary responsibility of the Account Manager is to maintain relationships with our valued clients by helping them with their insurance protection needs. Account Managers manage a portfolio of accounts, ensuring their satisfaction, and the retention of those clients.

About First MainStreet Insurance:

First MainStreet Insurance was established in 2017 as an organization dedicated to supporting local insurance agencies. Its mission is to help agencies preserve their hometown identity while gaining access to broader resources, expanding carrier markets, and the operational strength needed to stay competitive.

FMSI operates as an affiliate of TrueNorth Companies, a leading insurance and risk-management firm. TrueNorth established FMSI as a strategic platform to connect with and elevate community-based agencies across the Midwest. For years, FMSI has delivered innovative solutions and personal, relationship-driven service to meet our clients’ evolving needs. Our integrated platform spanning risk management, employee benefits, and personal financial strategies creates a comprehensive approach to the complex challenges of today’s world.

Come join our amazing team!

What FMSI Offers:

FMSI offers a lineup of excellent benefits to all full-time employees, including:

Annual Bonus
Medical, Dental, Vision, Life, and Disability Insurance
401(k) with Company Contributions
Paid Time Off (PTO): Paid time off ensures rest and balance, plus 11 paid holidays
Donation Match Program
Tuition reimbursement and paid certifications, licenses, and designations
Employee Assistance Program (EAP) and wellness program with financial incentives
$3,000 Referral Bonus

ESSENTIAL JOB FUNCTIONS & RESPONSIBILITIES:

Foster and maintain client relationships by managing a book of business that may or may not have Risk Advisor or Account Specialist support
serve as a contributing member of an exceptional, resourceful, and collaborative High-Performance Team (HPT)
Regularly communicate with accounts to proactively address concerns, gather feedback and identify opportunities for account growth
Monitor and report information from clients to ensure we are assisting in minimizing exposures
Seek opportunities to round out accounts to ensure we are fully mitigating the client's risk through insurance coverage
Monitor account satisfaction levels and take proactive measures to ensure high levels of account retention
Market new business and/or renewal business, could be in conjunction with a Risk Advisor or independently
Accurately manage assigned account activity in our agency management system (EPIC) and ensure all deadlines are met
Embrace the tools provided including following established workflows & processes
Seek and develop opportunities to increase knowledge of insurance industry trends and market conditions
Build and maintain strong, long-lasting relationships with clients and carriers, both internal and external
Assist with agency autonomy items including marketing, facilities as appropriate for your agency location
Maintain confidentiality of client and company information
Perform other duties, as assigned, appropriate to the position

SKILLS & COMPETENCIES:

Proven experience in customer service and/or customer relationship management
Desire to obtain license as required within 30 days of hire, if not currently licensed
Experience in the insurance industry is preferred
Proven experience in customer service and/or customer relationship management
Experience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions
Exposure to agency management software tools, such as Epic
Ability to collect, analyze, and interpret insurance-related data
Actively staying informed on industry developments, including new trends, market conditions, and competitor activity, to offer up-to-date advice and solutions
Excellent communication and interpersonal skills, with the ability to build rapport and influence stakeholders at all levels
Excellent organizational and time management skills, with the ability to prioritize and handle multiple client accounts simultaneously
Demonstrating a continuous learning mindset by actively seeking opportunities for professional development and staying updated on insurance industry trends

Physical Demands: The primary language of First MainStreet is English. Excellent communication skills are defined as the ability to actively listen for total comprehension, ask questions that enhance the understanding of a certain topic, and relay information and/or instruction in a descriptive and understandable fashion in both written and verbal forms. Occasional lifting up to 20 lbs. may be necessary from time to time. Must be able to sit for long periods of time, view a computer monitor, and type (up to 8 hours a day). Specific vision abilities required include close vision, distance vision, color vision, depth perception, and ability to adjust focus.

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personal financial advisors jobs in waterloo, ia

Account Manager

Outside Salesperson

Insurance Agent - Cedar Falls, IA

Financial Services Professional - Hybrid Remote (IA)

Senior Tax Accountant

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