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Job DescriptionJob 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 The Zara Group of Northwestern Mutual!
Are you a residential or commercial real estate agent interested in exploring a new career path? The Zara Group 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 Planner, 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.About Us : As a valued member of The Zara Group, youll be part of a Top 10% District Office in NM for production, recognized as a 2024 Best Place to Work. Our commitment to excellence is reflected in the fact that 100% of our Veteran Advisors (5+ years in the business) qualify for Industry MDRT (Million Dollar Round Table)a testament to the strength of our mentorship, training, and culture of success. Were also proud to be home to one of the Top 10 Programs in the Country, providing emerging professionals with an unparalleled foundation for a thriving career. At Zara Group, our core valuesFaith, Personal Responsibility, Personal & Professional Growth, Feedback Rich & Generosityshape everything we do. Beyond financial services, were dedicated to giving back, supporting initiatives like Alexs Lemonade Stand in the fight against childhood cancer and contributing as a Davenport Society Member to the Mizzou School of Business.
Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual :
Meet Our Local Leaders :
Jim Zara Wealth Management Advisor :
How long with NM? 34 years.Prior Experience? Prior to joining NM, Jim graduated from the University of Missouri's Business School.Passionate About? Jim is passionate about his familyhis wife and their three children. Outside of work, Jim is an avid supporter of Mizzou sports, particularly football and basketball, where he enjoys game days from his suite on the 50-yard line. He loves the outdoors, especially hunting and fishing, with memorable trips to Africa and Alaska alongside his son. Jim also values coaching, leadership development, personal growth, and maintaining a healthy lifestyle.Cassandra Clemens Director of Recruitment and Selection :
How long with NM? 4 years.Prior Experience? Graduated from Mizzous Journalism School in 2010. Spent 3 years selling Personal Lines Insurance before transitioning into a Sales Training & Development Specialist role for a large insurance and travel organization, where she worked for 7 years.Passionate About? Outside of business, Cassandra is passionate about traveling and spending weekends at the Lake of the Ozarks, where she enjoys boating. She co-runs an online boutique with her aunt and splits time between St. Louis and Arizona to visit family. She loves being active outdoors, especially hiking with her Chocolate Lab.Jesstine Kemper Financial Advisor :
How long with NM? 6 years.Prior Experience? Before joining NM, Jess held leadership roles in various departments within the casino industry, working as a hotel manager, casino floor supervisor, slot supervisor, and marketing manager.Passionate About? Jess loves spending time with her husband and their 1.5-year-old son. They recently renovated a historic 1890s home in Soulard and enjoy exploring new restaurants in St. Louis, especially those featuring cuisine. Adventurous travelers, they are committed to leaving the country at least once a year, her favorite destination is Vienna, Austria.Brian LaValle Private Wealth Advisor :
How long with NM? 22 years.Prior Experience? Before joining NM, Brian worked in software sales and engineering. He started his career as an engineer and later founded a small company, where he was responsible for software architecture and selling their products.Passionate About? Brian is deeply committed to his family, including his significant other, his four children, and six grandchildren. He loves spending time outdoors, especially hunting and fishing, and enjoys relaxing on his property in Bowling Green, MO.Jakob Junker Financial Representative :
How long with NM? 6 months.Prior Experience? Before joining NM, Jakob worked in the mortgage industry as a loan coordinator for a large U.S. lender.Passionate About? Outside of work, Jakob enjoys spending time with his fiance Sarah. They love hiking on his parents' farm in Warrenton, MO, with their Pit Mix. Jakob is an enthusiast of trying new microbreweries in downtown St. Louis and enjoys playing slow-pitch softball. He is also a big fan of attending sporting events, especially Cardinals and Blues games.Key Responsibilities of a Financial Planner :
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.Qualifications :
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).Position Perks :
Significant bonus opportunity commensurate with outcomesDental insuranceHealth insuranceLife insuranceRetirement planVision insuranceOngoing professional developmentLocal culture of support and positive recognitionNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jim Zara is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
If you are interested in applying for this job please press the Apply Button and follow the application process. Energy Jobline wishes you the very best of luck in your next career move.
