What are the responsibilities and job description for the Field Advisor with Real Estate Background position at Northwestern Mutual - Greater Iowa City?
Transition Your Real Estate Experience to Financial Services with Northwestern Mutual!
Are you a residential or commercial real estate agent interested in exploring a new career path? The Greater Iowa City District Northwestern Mutual invites real estate professionals to consider how their skills and experiences could align with a career in financial services as a Financial Representative, offering new opportunities for growth, income potential, and professional impact. Here is why many in the Real Estate industry consider a successful transition :
- Endurance and Dedication Translate Well : Your success in real estate demonstrates the endurance and dedication required to thrive in a demanding market, which align well with a career in financial services.
- Building Meaningful Client Relationships : Real estate transactions may be one-time events, but financial services provide the opportunity to work with clients throughout their lives, addressing needs such as saving for college, planning for retirement, or buying a home.
- Leverage Your Expertise and Network : Your skills and professional connections from real estate can help you guide individuals toward achieving their financial goals.
- Career Growth Opportunities : Explore a career path that allows you to continue helping others while developing your professional skills.
- Comprehensive Training and Licensing Support : We offer training and licensure opportunities to equip you with the tools and knowledge needed for success in financial services.
- How long with NM? 15 years with NM.
- Prior Experience? Came from a Cedar Rapids investment firm; joined NM after a friend from church recommended the opportunity, seeking a high-vision, high-growth company.
- Passionate About? Married with three boys, enjoys Peloton (previously taught cycling), and loves traveling to the Lake of the Ozarks.
- How long with NM? Starting his 4th year with NM.
- Prior Experience? Spent 21 years in education—13 years as a teacher and coach, followed by 8 years as a middle school principal.
- Passionate About? Spending time with his wife, three kids, and dogs. Loves to travel, is a huge Hawkeye and Cubs fan, and enjoys working on his small hobby farm.
- How long with NM? Started as an intern in 2011; later became Managing Director for the Iowa City office, where he served for seven years.
- Prior Experience? Gained extensive experience as an advisor and business leader; recognized as New Advisor of the Year in 2014 and 2015.
- Passionate About? Family life with his wife and two young daughters. Enjoys golf, skiing, fishing, home projects, and is involved in community groups like No Foot Too Small and 100 Men Who Care.
- How long with NM? 4 years, starting as a Financial Advisor, now Growth and Development Director; Multicultural Leadership Program and Fastrac Academy graduate.
- Prior Experience? Former Medical Officer (Captain) in the Iowa Army National Guard, served 11 years with one combat deployment to the Middle East.
- Passionate About? Board member and mentor with Big Brothers Big Sisters, commissioner of the Cedar Rapids Veterans Memorial Building, real estate investor, amateur kickboxer, and music festival enthusiast.
- 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.
- Experience : Previous experience in financial services or insurance is 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).
- 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
About Us : At NM of the Greater Iowa City District, we are a growing team passionate about building strong future leaders who share our mission to empower individuals to live their life by design. In addition to supporting clients, we are deeply committed to giving back to the community through partnerships with Alex’s Lemonade Stand Foundation and a $500,000 commitment to pediatric cancer research at the University of Iowa Children’s Hospital (UIHC). Our vision is to create the most financially secure communities in all of America, one person, one family, one business at a time. If you're driven, community-focused, and looking to grow within a dynamic and supportive environment, we’d love to meet with you!
Meet Our Team :
Jessica Boyle-Roberts, Managing Director CLF® :
Marc Pennington, Financial Advisor :
Garrett Brander, Wealth Management Advisor CFP®, ChFC®, RICP®, WMCP® :
Ben Frazier, Growth and Development Director :
Key Responsibilities of a Financial Advisor :
Qualifications :
Position Perks :
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jessica Boyle-Roberts is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Salary : $75,700 - $117,200
