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 a residential or commercial real estate agent interested in exploring a new career path? The Northwestern Mutual - Quad Cities District 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:
- 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: The Northwestern Mutual - Quad Cities District Office has received numerous accolades, including being recognized by Forbes in 2024 as Best in State Wealth Advisors for the Five Cities Financial Team. In 2023, the office was voted the Coolest of the Cool workplace by the Corridor Business Journal. Individually, Ryan Curtis was named a top 100 intern for 2023-2024, and Tyler Kargl has been a multi-year award winner by "Locals Love Us, QC" as a top Financial Advisor and Life Insurance Agent. The office also supports local charities, and recently delivered a $15,000 grant to Empower House QCA through Community. Achievement and giving are ingrained in our DNA.
The Drivers of our Business: Tim Harrington - Managing Director
- How long with NM? Started as Growth and Development Director in 2021, transitioned to Managing Director after 9 months.
- Previous Experience? Managed a consulting business, with experience as a speaker, coach, and consultant.
- Passionate about? Lives in Eldridge with his wife Lindsay and their six children. Volunteers for youth sports, enjoys family time, watching his kids compete, and traveling.
Tyler Kargl - Financial Advisor
- How long with NM? Started in 2015.
- Previous Experience? Former supervisor at Best Buy, which helped him develop client management skills.
- Passionate about? Lives in Andalusia, IL, with his wife Kodi and their three children. Enjoys performing as a musical duo, attending kids activities, cheering on favorite sports teams, and vacationing.
Alanna Rumler - Growth & Development Director
- How long with NM? Started in May 2015.
- Previous Experience? Joined through an internship program, now a Certified Financial Planner and Chartered Financial Consultant.
- Passionate About? Enjoys golfing, boating, and socializing with friends and family. Loves time with her husband Lane and their twin boys. Board member of Lead(h)er.
Brooke Keck - Director of Recruiting
- How long with NM? Approaching 1 year.
- Previous Experience? Worked in real estate sales and mortgage lending before transitioning to Talent Acquisition in 2022.
- Passionate About? Enjoys family time with her husband Matt and their 5-month-old son. Likes working out, home renovation projects, and long walks around Costco.
Key Responsibilities of a Financial Advisor: - 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 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. Tim Harrington is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Job Tags
Local area, Work from home, Visa sponsorship, Flexible hours,