What are the responsibilities and job description for the Outside Representative - Seeking Former Educators position at Northwestern Mutual - Greater Iowa City?
Job Description
Job Description
Benefits :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 youve 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.
- 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.
- 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).
- Mission : Financially empower communities to change the world.
- Vision : Redefine financial planning as a sanctuary for diverse communities.
- Core Values : Inclusivity, empowerment, safety, impact, and authenticity.
- 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
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 :
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!
Position Responsibilities for a Financial Representative :
Position Requirements :
Greater Iowa City District Mission / Vision / Values :
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.
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 : $500,000
