Financial Planner - Seeking Former Educators / Coaches

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 Teaching and Coaching Skills into Financial Services :

• Do Work That Matters : People are drawn to this career because it offers meaningful workthe kind that provides fulfillment through service to others. Thats why it resonates so deeply with the values teachers and coaches bring to the table.
• Leverage Your Communication Expertise : As a teacher or coach, youve mastered the art of communicationwhether it's explaining complex concepts or motivating individuals. These skills are crucial in financial services, where you could help guide clients through important financial decisions that impact their lives.
• Build Lifelong Relationships : In teaching and coaching, you connect with individuals over time, watching them grow and succeed. In financial services, you could continue fostering these long-term relationships, helping clients at each stage of their financial journey, and offering support that lasts a lifetime.
• See the Impact of Your Work : Just as youve seen the difference youve made in the classroom or on the field, a career in financial services could allow you to witness firsthand how your advice and guidance can lead to meaningful, lasting changes in your clients lives.
• Achieve Greater Rewards : The transition from teaching or coaching to financial services could offer the potential for not only a more fulfilling career, but also the opportunity to grow personally and professionallywhile building a future that reflects your values and goals.

Follow this link to hear more about Gina Cimineris Northwestern Mutual Experience : https : / / www.youtube.com / watch?v= -PAcM41CRes& list=PLAFDBB5184E6F3603 &index=7

Our thriving office is located at : 401 1st St SE Suite 401 Cedar Rapids IA 52401

Meet Our Local Team :

Kalvin Grabau Keele, CHFC, CLU, RICP Managing Partner / Wealth Management Advisor :

• Time with NM : 20 years.
• Prior Experience : Kalvin began his career with Northwestern Mutual as a college intern and has been with the firm ever since, growing into leadership and advanced planning roles over nearly two decades.
• Passionate About : Kalvin values faith, family, and fun. He enjoys sports, reading, and writing, and finds fulfillment in staying active and spending time with loved ones.

Ben Frazier District Director :

• Time with NM : 5 years.
• Prior Experience : Ben served as a Medical Officer in the Army National Guard before transitioning into financial services.
• Passionate About : Ben loves animals, music festivals, and traveling overseas. He also enjoys kickboxing and is passionate about giving back to his community.

Kate Berry Financial Advisor :

• Time with NM : 2 years.
• Prior Experience : Kate attended law school and was planning to become a lawyer before discovering her career path with Northwestern Mutual.
• Passionate About : Kate spends much of her time on the farm and is a devoted animal lover, especially of cattle, horses, and dogs. She enjoys DIY projects, scrapbooking, hunting, and fishing. Faith is central to her lifeshe dedicates time to studying the Bible, has participated in many mission trips, and volunteers as a coach for Upwards Sports, teaching kids about Christ through athletics.

Kyle Reeve Financial Advisor :

• Time with NM : 3 years.
• Prior Experience : Kyle worked in public education for 15 years, serving as both a teacher and a school principal.
• Passionate About : Kyle enjoys spending time with his family, especially his two young boys who keep him active with their activities. His family is involved in their church and loves time together on the golf course and at their familys cabin.

About Us : At Northwestern Mutual Cedar Rapids, our mission is to create the most financially secure communities in America, one person, one family, and one business at a time. Recognized by CBJ, Forbes, and WayUp for our workplace culture and training, we offer industry-leading development and an inclusive environment where people can thrive. Beyond professional growth, we are deeply committed to giving back, supporting causes like Alexs Lemonade Stand, the University of Iowa Stead Family Childrens Hospital, and pediatric cancer research through local events that make a lasting impact.

Position Responsibilities for a Financial Planner :

• 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).

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. Kalvin Grabau Keele is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.