What are the responsibilities and job description for the Field Advisor with Real Estate Background position at Northwestern Mutual of Southern KY?
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? The Ellis District of 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? Been with NM for 18 years.
- Previous Experience? Played College Football at the University of Louisville and finished at Eastern Kentucky University.
- Passionate About? Focused on being the spiritual leader in his house. Loves spending time with his family and attending his 4 childrens sporting events.
- How long with NM? Been with NM for 6 years.
- Previous Experience? Played College Football at Western Kentucky University. Began with NM following graduation.
- Passionate About? Enjoys being involved in his church as well as other various non-profit organizations. Runs a side business that also keeps him busy on the weekends.
- How long with NM? Been with NM for 12 years.
- Previous Experience? Played College Golf at the University of Kentucky. Began with NM following his graduation.
- Passionate About? Enjoys traveling and playing golf. Runs a real estate side business with his brother in his free time as well.
- How long with NM? Been with NM for 6 years.
- Previous Experience? Played College Golf at the University of Kentucky. Began in the industry with a competitor before moving to NM.
- Passionate About? Loves to exercise and trains on a regular basis for IRONMAN. Also spends his time managing his new Hot Worx Studio.
- 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 the Ellis District of Northwestern Mutual, we envision a community where individuals and families feel empowered and secure in their financial journeys, unlocking the confidence to pursue their dreams and live life fully. Building on over 160 years of trusted guidance, we aim to be at the center of our clients needs, fostering personalized financial strategies that inspire growth and resilience. Rooted in our commitment to giving back, we proudly support impactful organizations like Alex's Lemonade Stand, Beads of Courage, FCA, and Wounded Warrior, reflecting our dedication to making a difference in the lives of our clients and the communities we serve. Together, we strive for a future where financial well-being paves the way for brighter tomorrows.
Meet Our Local Leaders :
Adam Ellis - Managing Director
Evan Sayner - Chief Development Officer
Jordan Blann - Financial Advisor
Brandon Neal - 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. Adam Ellis is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
