If you searched Superstar Sourcing for Financial Services Professional (with 3 additional requirements) on January 3, 2026 you'd find 344 great candidates

K**** K***

Financial Representative at Northwestern Mutual

This candidate is an excellent match, working currently at Northwestern Mutual, located in Iowa, and has strong financial services background. Iowa State → Wells Fargo → Northwestern Mutual. Excellent.

H**** H****

Client Service Manager at Newport Group

This profile is very strong, showing direct experience at Northwestern Mutual, client management, and being located in Wisconsin. Client Service Manager → Relationship Rep → Financial Advisor at Northwestern Mutual → Loan Originator. Excellent.

E**** D****

Brokerage Specialist at Voya Financial

This candidate possesses direct underwriting experience in the insurance sector, skills in sales/analysis relevant to client management, and is located in Iowa, making them a very strong fit despite lacking the specific firm name match. Underwriter at Allied (Nationwide co.) → Brokerage Specialist at Voya, Drake Finance grad. Strong.

C**** H****

Associate Financial Representative at Northwestern Mutual

Excellent fit due to direct recent experience at Northwestern Mutual and established client relationship focus within financial services, though underwriting is unconfirmed. NWM → Associate Financial Representative, Lincoln, NE (Location excluded). Strong.

M**** H****

Senior Underwriting Consultant at Principal Financial Group

Strong background as a consistent underwriter within the financial services industry, located in Iowa, and has a JD degree. Career: Best Buy → CiCi's Pizza → Law Firm → Principal Financial Group (Underwriter progression). Strong.

C**** B****

Associate Wealth Management Advisor with Northwestern Mutual

This candidate spent significant time in compliance, licensing, and operations directly within Northwestern Mutual, strongly aligning with several key requirements except explicit underwriting. NM Associate WMA/Director of Supervision → Contracting/Licensing Coordinator at Northwestern Mutual. Strong operational and regulatory background within NML. Strong.

J**** D****

RETIRED - Director of Client Relations Center & Snr Tech Coordinator

Excellent direct experience in life insurance underwriting and management roles specifically at Northwestern Mutual, coupled with significant director-level client relations experience. Candidate is retired, which lowers the score slightly as current employment is not stated. Ex-NWM Director → Equitable Investigator → Multiple Insurers Underwriter. Strong.

J*** R****

Director of Advanced Planning, Foguth Financial Group

Excellent fit for Financial Services industry and Client Relationship Management, located in Iowa, with strong operations and planning leadership history. Foguth Financial Group Director → F&G Operations → American Equity QC/Service → Principal Marketing, 21 years experience. Strong.

M**** S****

Life Underwriter at Prudential Financial

Strong direct experience in Life Underwriting and Account Management within the Financial Services sector, although located outside the target states. Life Underwriter (10 yrs) → Sr. Account Manager, BBA. Strong.

M**** S****

Financial Advisor at Edward Jones

Excellent blend of underwriting experience and current client-facing financial advisor role, though location is at the edge of range and no NWM/IA specifically mentioned. CNA Underwriting Consultant → Edward Jones Financial Advisor. Strong.

V**** R****

Client Services Manager at Principal Financial Group

Strong match with client services management at a major financial group and located in Iowa, though underwriting experience validation is needed. Principal Financial Group → Client Services Manager. Strong.

G**** U****

Excellent match for Financial Services and direct experience at Northwestern Mutual, although current role is titled RVP. COO at Ertz Financial Group-Northwestern Mutual → Regional Vice President at The Hartford, 11.5 years experience, Economics degree. Strong.

C**** P****

Senior Commercial Loan Closing Specialist at Wells Fargo

This candidate directly lists underwriting and extensive customer/relationship management experience in the financial services sector, and is located in Des Moines, Iowa, meeting multiple key requirements. Wells Fargo (Senior Specialist, 7+ years CRM), highlights underwriting. Strong.

T** R****

Independent Financial Services Professional

Excellent fit for the financial services field with strong client relationship experience, and is located in Iowa, though underwriting experience is inferred rather than explicit. Career: Independent Marketer (18yr) → Sales Relationship Manager at ING USA, ISU graduate. Strong.

B**** C****

Personal Lines Account Manager at Higginbotham

Strong background combining underwriting and account management within an insurance context, located in Iowa. Personal Lines Account Manager/Underwriting experience at Higginbotham/TrueNorth (3y+), 17.8y total experience in insurance. Strong.

M**** C****

Commercial Lines Underwriter

Solid background in underwriting and finance roles, located in Iowa, though Northwestern Mutual experience is missing. Commercial Lines Underwriter at EMC Insurance → Personal Banker at U.S. Bank → Financial Advisor at Financial Architects / Edward Jones, BS Finance from Morningside College. Strong.

D**** B****

Director - Client Relations

Excellent match on underwriting, client relations, and financial services exposure, although location is slightly outside the desired range. Director of Client Relations, 10 years in CRM, 3 years Casualty Underwriting at Principal Financial Group near Cedar Falls, IA. Strong.

J*** V****

Director - Group Underwriting at Principal Financial Group

Strong candidate with senior underwriting experience in financial services, located in Iowa. Principal Financial Group → Director Underwriting, Dallas County IA. Strong.

G**** A****

Financial Advisor

This candidate offers direct underwriting experience, is in the financial services industry, and is located in Iowa, hitting several key requirements precisely. Edward Jones → Bank of the West (Underwriter) → N/A. Strong.

J**** J****

Financial Representative

This candidate has direct Northwestern Mutual experience and is currently in Financial Representative role, but lacks explicit underwriting background. Northwestern Mutual Rep → 1st Source Bank CSR, 2.9 years total experience. Strong.

C**** H****

Account Consultant at CUNA Mutual Group

Strong experience across financial planning and insurance, but the current 'Account Consultant' role emphasizes sales over underwriting, though the background is strong. CUNA Mutual Group (24+ years) → N/A. Strong.

C**** J****

Wealth Management Advisor Operations Specialist

Excellent location match in Iowa, strong licensing for insurance and wealth management roles, indicating financial services exposure, although direct underwriting experience is not explicit in the recent roles listed. Farm Bureau → Wells Fargo → Veridian CU. Strong insurance/wealth management background in Iowa. Strong.

L**** R****

Senior Underwriter at OneMain Financial

Strong fit with 10+ years in financial services, including significant time as an underwriter, though location is outside the radius. Sales Specialist at Wells Fargo → Senior Underwriter at OneMain Financial. Strong.

T*** G****

Financial Advisor at Principal Financial Group

Strong alignment with Financial Services industry and located in Iowa, with long tenure at Principal Financial Group, though specific underwriting/CRM details are not explicit. Principal Financial Group for 19+ years. Strong.

D**** M****

Group Insurance Underwriter at Lincoln Financial Group

Has extensive, long-term experience specifically in Group Insurance Underwriting within the financial services industry, meeting two key criteria, and is located in Iowa vicinity. Lincoln Financial Group. Excellent match on underwriting and industry, lacking CRM/NML specifics. Strong.

T*** F****

Area Vice President at Arthur J. Gallagher Risk Management at Gallagher

Strong match due to explicit prior underwriting roles within the insurance sector and current location in Iowa, though the current role is sales/AVP level. Began in Underwriting at Allied/Nationwide → Current AVP Sales at Gallagher (5.10y). Strong.

G**** I****

Sr. New Business Consultant at Principal Financial Group

Strong background in insurance and business relationship management, with location certainty in Iowa, but no direct underwriting or NWM connection is evident. Principal Financial Group → Sr. New Business Consultant, focused on insurance. Strong.

T**** P****

Sr. Client Service Manager at Principal Financial Group

Strong candidate working in Financial Services in Iowa with client service focus, though underwriting is only implied by industry. Sr. Client Service Manager at Principal Financial Group, Ankeny, IA. Strong.

J**** B****

Sales Representative - Lincoln Financial Group

Strong financial services background including underwriting assistant experience and clear relationship management responsibilities at Lincoln Financial Group, hitting multiple core requirements except Northwestern Mutual and specific location match. Lincoln Financial Group roles over 14 years. Strong.

D*** R****

Senior Financial Representative at Principal Financial Group

This person is established in the Financial Services industry in Iowa, with deep sales/rep experience that implies relationship management, though underwriting isn't explicit. Career: Teacher/Coach → Principal Financial Group, West Des Moines, IA. Strong.