What are the responsibilities and job description for the Outside Representative with Teaching Background position at Diverse Wealth?
Benefits:
Transition Your Teaching Skills into Financial Services:
Sindy Walters - Managing Director:
Position Responsibilities for a Financial Representative:
We distinguish ourselves by prioritizing a meticulous focus on the process, ensuring sustainable business practices and a predictable high-activity approach, setting us apart from an industry often fixated on end results.
Position Perks:
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Sindy Walters is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Transition Your Teaching Skills into Financial Services:
- Leverage Your Communication Expertise: Educators excel in financial services because they have the confidence and communication skills needed to guide clients through important decisions that can shape their financial futures.
- Build Lifelong Relationships: While educators often lose touch with students as they move into new life stages, financial services allow you to maintain close, long-term relationships with clients, helping them at every stage of life.
- See the Impact of Your Work: Just as you’ve witnessed the difference you made in the classroom, this career offers the chance to see how your guidance positively affects clients’ lives, both now and in the future.
- Achieve Greater Rewards: Transitioning into financial services can offer not only a more rewarding career path but often greater financial opportunities as well.
Sindy Walters - Managing Director:
- How long with NM? Been with NM for 18 years.
- Background? Born in Venezuela and grew up in Colombia. Moved to Orlando at 17 years old.
- Prior Experience? She started her career in the financial services industry with Northwestern Mutual in 2007, shortly after graduating from UCF with a degree in Business.
- Mission? Impacting the Hispanic and minority market in Central Florida, and bringing financial literacy and a call to action to each household while making it an enjoyable experience.
- Passionate About? Finds joy in traveling the world, giving back to the community, and spending time with her loving family.
- How long with NM? Been with NM for 20 years.
- Prior Experience? Received a degree in Finance from UCF. Started his career in the financial services industry through an Internship with Northwestern Mutual in 2003 and within a year had opened up a scratch financial planning office in Greater Orlando.
- Passionate About? Loves spending time with his wife and 2 children. Also enjoys spending time on the golf course and giving back to his community.
- How long with NM? Joined Northwestern Mutual in June of 2024.
- Prior Experience? Former certified personal trainer and worked at UCF as the strength coach for their football team.
- Passionate About? Enjoys spending time weight lifting and training, his faith, and being with his loved ones.
- How long with NM? Joined Northwestern Mutual in January of 2025.
- Prior Experience? Was a corporate executive as well as an author prior to starting with NM.
- Passionate About? Loves spending time with her 2 children and husband, enjoys the beach, and watching documentaries.
- How long with NM? Joined Northwestern Mutual in October of 2023.
- Prior Experience? Started in the banking industry at the age of 15 doing an internship at Addition Financial. Also owns a gym called Greed Island Barbell.
- Passionate About? Loves spending time with his wife and 2 dogs. Is passionate about building an enduring financial planning practice where he helps business owners, families & government employees plan for the future.
Position Responsibilities for a Financial Representative:
- Educate clients on financial planning and insurance options.
- Provide excellent customer service and build lasting relationships.
- Collaborate with a local supportive team.
- Strong communication and interpersonal skills.
- Goal-oriented with a desire to succeed.
- Life insurance license and FINRA certifications (or willingness to obtain).
We distinguish ourselves by prioritizing a meticulous focus on the process, ensuring sustainable business practices and a predictable high-activity approach, setting us apart from an industry often fixated on end results.
Position Perks:
- Significant bonus opportunity commensurate with outcomes
- Dental insurance
- Health insurance
- Life insurance
- Retirement plan
- Vision insurance
- Ongoing professional development
- Local culture of support and positive recognition
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Sindy Walters is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.