What are the responsibilities and job description for the Wealth Consultant Seeking Coaches/Educators position at Northwestern Mutual of Southern KY?
Transition Your Coaching and Teaching Skills into Financial Services :
- Leverage Your Communication Expertise : Educators and coaches 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 coaches and 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 you’ve 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.
- Educate clients on financial planning and insurance options.
- Provide excellent customer service and build lasting relationships.
- Collaborate with a local supportive team.
- 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 children’s 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.
- 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
Position Responsibilities for a Financial Representative :
Meet Our Local Leaders :
Adam Ellis - Managing Director
Evan Sayner - Chief Development Officer
Jordan Blann - Financial Advisor
Brandon Neal - Financial Advisor
About Us : At the Ellis District of Northwestern Mutual - Southern KY, 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.
Position Requirements :
Ellis 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. Adam Ellis is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Salary : $69,000 - $108,800
