What are the responsibilities and job description for the Field Advisor with Real Estate Background position at Northwestern Mutual of Northeast Iowa?
Job Description
Job Description
Benefits :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? Northwestern Mutual of Northeast Iowa 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? Over 25 years, including 13 as Managing Director.
- Prior Experience? Has worked with NM for most of his adult life, beyond college.
- Passionate About? Grew up on a farm, enjoys serving people, working with numbers, and spending time with his wife, Keri, and their four teenage children. He loves hunting, fishing, and living on his 43-acre "fun farm."
- How long with NM? Over 6 years.
- Prior Experience? Graduate of Iowa State University with a background in retail clothing; developed her own business, Miss Meyers Clothing Consignment.
- Passionate About? She enjoys staying active with running, biking and hiking with her Corgi, Cash, spending time with family and friends and building quality relationships.
- How long with NM? Since April 2021.
- Prior Experience? Worked in agriculture, helping dairy farmers with herd record management.
- Passionate About? Spending time with her family, including her two young boys, husband (who trains horses), and enjoying farm life. She loves trail rides, spending summer days on the Mississippi River, staying active with fitness, and reading fiction books.
- How long with NM? Since May 2016, with experience in 4 different offices (Ames, Des Moines, Minneapolis, and Dubuque).
- Prior Experience? Only worked at NM, grew up on a family farm, and was an athlete before transitioning to finance.
- Passionate About? Married to Carli since 2017 and loves spending time with their son. He enjoys family time, working on the family farm, disc golfing, and following high-level sports, particularly Cowboys football.
- How long with NM? Interned in August 2016 and became full-time in January 2018.
- Prior Experience? Extensive engineering experience, including at John Deere, and worked as a finance manager at a car dealership before choosing NM full-time after graduation.
- Passionate About? Spending time with his large, close-knit family, his significant other and their children, and his two Labs. He enjoys outdoor activities like hunting, fishing, and camping. Jacob also follows college and professional sports and has a passion for cars, especially trucks and sports cars.
- 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 Northwestern Mutual of Northeast Iowa, our mission is to build the most financially secure communities in America, one person, family, and business at a time. We strive to attract top advisors, aiming to have the most trusted financial professionals in the region. Our office leads Eastern Iowa in retention and has the most women advisors in the area. We are deeply committed to supporting local charities such as Special Spaces in Dubuque, Alexs Lemonade Stand, and the University of Iowa Childrens Hospital. Through a collaborative culture, we empower our advisors to grow while making a positive impact on the community.
Follow this link to hear why Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual : https : / / youtu.be / 7SlQuS7AOgQ
Meet Our Local Leaders :
Matt Schulte - Managing Director :
Kinsey Meyer - Development Director :
Lexie Meyer - Financial Advisor :
Dusty Jentz - Financial Advisor :
Jacob Kluesner - Financial Advisor :
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. Matt Schulte is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
