Northwestern Mutual of Northeast Iowa
Financial Advisor Seeking Former Coach/Educator
Full Time • Hybrid - US
Benefits:
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Transition Your Teaching Skills into Financial Services with Northwestern Mutual of Northeast Iowa:
- Leverage Your Communication Expertise: Educators could 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 could 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 could offer the chance to see how your guidance positively affects clients’ lives, both now and in the future.
- Achieve Greater Rewards: Transitioning into financial services could offer not only a more rewarding career path but often greater financial opportunities as well.
Our thriving office is located: 2728 Asbury Rd Suite 810. Dubuque, IA 52001
Meet Our Team:
Matt Schulte - Managing Director:
- How long with NM? Over 25 years, including 13 as Managing Director.
- Prior Experience? Has worked with NM for most of his adult life, beyond college.
- Passionate About? Grew up on a farm, enjoys serving people, working with numbers, and spending time with his wife, Keri, and their four teenage children. He loves hunting, fishing, and living on his 43-acre "fun farm."
Kinsey Meyer - Development Director:
- How long with NM? Over 6 years.
- Prior Experience? A graduate of Iowa State University with a background in retail clothing; developed her own business, Miss Meyer’s Clothing Consignment.
- Passionate About? She enjoys staying active with running, biking and hiking with her Corgi, Cash, spending time with family and friends and building quality relationships.
Lexie Meyer - Financial Advisor:
- How long with NM? Since April 2021.
- Prior Experience? Worked in agriculture, helping dairy farmers with herd record management.
- Passionate About? Spending time with her family, including her two young boys, husband (who trains horses), and enjoying farm life. She loves trail rides, spending summer days on the Mississippi River, staying active with fitness, and reading fiction books.
Dusty Jentz - Financial Advisor:
- How long with NM? Since May 2016, with experience in 4 different offices (Ames, Des Moines, Minneapolis, and Dubuque).
- Prior Experience? Only worked at NM, grew up on a family farm, and was an athlete before transitioning to finance.
- Passionate About? Married to Carli since 2017 and loves spending time with their son. He enjoys family time, working on the family farm, disc golfing, and following high-level sports, particularly Cowboys football.
Jacob Kluesner - Financial Advisor:
- How long with NM? Interned in August 2016 and became full-time in January 2018.
- Prior Experience? Extensive engineering experience, including at John Deere, and worked as a finance manager at a car dealership before choosing NM full-time after graduation.
- Passionate About? Spending time with his large, close-knit family, his significant other and their children, and his two Labs. He enjoys outdoor activities like hunting, fishing, and camping. Jacob also follows college and professional sports and has a passion for cars, especially trucks and sports cars.
About Us: At Northwestern Mutual of Northeast Iowa, our mission is simple yet powerful: to create the most financially secure communities in America, one person, one family, and one business at a time. We are dedicated to building a team of the highest caliber advisors, with the ultimate goal of becoming home to the most trusted financial professionals in the region. With the highest retention rate in Eastern Iowa and the distinction of having the most women advisors in the area, our office is a testament to the success of our people-first approach. Our culture emphasizes collaboration, growth, and a shared commitment to delivering excellence in every client relationship.
Follow this link to hear why Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual: https://youtu.be/7SlQuS7AOgQ
Position Responsibilities for a Financial Advisor:
- Educate clients on financial planning and insurance solutions.
- 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).
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. Matt Schulte is a Managing Director for NM and is not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Compensation: $73,000.00 - $95,000.00 per year
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Industry Leading Compensation
Mentorship Program offering new agents the necessary fundamentals
Ongoing Specialized Training
Dedicated In-House Administrative Support
Career Advancement Opportunities
Company Full of Successful Leaders
Collaboration with highly productive peers