What are the responsibilities and job description for the Financial Representative for Ag Professionals position at Northwestern Mutual - Greater Iowa City?
Job Description
Job Description
Benefits :Transition Your Agricultural Skills into Financial Services :
- Strong Work Ethic and Discipline : Agriculture professionals are accustomed to hard work and persistence, traits that are invaluable in building and maintaining a client base in financial services.
- Problem-Solving Skills : Agricultural workers often address complex challenges, such as resource management and efficiency, which translate well to helping clients navigate financial decisions.
- Trust and Community Focus : Agriculture professionals frequently have strong connections within their communities, enabling them to build trust and establish credibility as financial representatives.
- Achieve Greater Rewards : Transitioning into financial services can offer not only a more rewarding career path but often greater financial opportunities as well.
- 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 education13 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.
- Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators.
- People who prioritize understanding the "who, why, and how" behind actions more than just the "what."
- Savvy communicators who find joy in simplifying complex decisions for others.
- Generous souls who gladly treat others without hesitation.
- Ambitious thinkers who embrace boundless opportunities and possibilities.
- Advocates for teamwork and cooperation, where everyone contributes equally.
- Passionate about their work, yet approachable and good-natured in their demeanor.
- Strong communication and interpersonal skills.
- Goal-oriented with a desire to succeed.
- Life insurance license and FINRA certifications (or willingness to obtain).
- 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 Alexs Lemonade Stand Foundation and a $500,000 commitment to pediatric cancer research at the University of Iowa Childrens 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, wed love to meet with you!
Meet Some of Our Local Leaders, the Heartbeat of Our Business :
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 :
Candidate Characteristics :
Position Requirements :
Position Perks :
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.
Our Unique Angle : Meticulous Training and Support
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.
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 : $500,000
