Job Description
Job Description
Job Description
Benefits:
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Transition Your Real Estate Experience to Financial Services with Northwestern Mutual! Are you an Educator interested in exploring a new career path? The Greater Delafield Area 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:
- 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.
Meet Our Team: Mike Scher, Managing Director
- How long with NM? 24 years
- Previous experience? Started as a college intern with NM.
- Passionate about? Married with five kids, huge Packers fan, loves camping and traveling with family and friends. Collects sports cards and memorabilia.
Todd Bowditch, Financial Planner
- How long with NM? 12 years
- Previous experience? Sold health insurance to small business owners.
- Passionate about? Big bourbon collector, loves golfing, struggles with Fantasy Football, and adores his dog, Bonny.
Lindsey Swain, Chief Recruiting Officer
- How long with NM? 4.5 years
- Previous experience? Stay-at-home mom, ran a personal business, raised puppies, substitute teacher, and military wife for 16+ years.
- Passionate about? Raising her kids, involved in youth sports, and enjoys traveling, boating, and reading.
Tim Fraedrich, Financial Representative
- How long with NM? 1 year
- Previous experience? Owned and operated a property and casualty insurance firm.
- Passionate about? Traveling with his daughter for club soccer, coaching high school football, and is a big Wisconsin sports fan.
Danielle Plagge, Director of Operations
- How long with NM? 17 years
- Previous experience? Worked at a bank and ran a small business.
- Passionate about? Loves traveling, excited for next visit to Europe, enjoys new experiences with her husband and friends, and plays volleyball in rec leagues.
About Us: At NM of the Greater Delafield Area, 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 the Carbone Cancer Research Center. If you're driven, community-focused, and looking to grow within a dynamic and supportive environment, with a vision to become the premier wealth management firm in Lake Country by expanding to 50 advisors by 2035, wed love to meet with you!
Position Responsibilities for a Financial Representative: - Educate clients on financial planning and insurance options.
- Provide excellent customer service and build lasting relationships.
- Collaborate with a local supportive team.
Position Requirements: - Strong communication and interpersonal skills.
- Goal-oriented with a desire to succeed.
- Life insurance license and FINRA certifications (or willingness to obtain).
Greater Delafield Mission/Vision/Values: - 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.
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: - 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
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Michael Scher is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Job Tags
Internship, Local area, Flexible hours,