Financial Planner Seeking Former Educator/Coach

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'll 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 can 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 allows 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 offers 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.

Our thriving offices are located:

• Lincoln office: 2201 Woodlawn Road Lincoln IL 62656
• Pittsfield office: 311 W Washington Street Pittsfield IL 62363
• Jacksonville office: 606 E State Street Jacksonville IL 62650
• Springfield Office: 2921 Greenbriar Drive, Suite A, Springfield IL 62704

Follow this link to hear more about Gina Cimineris Northwestern Mutual Experience: -PAcM41CRes& list=PLAFDBB5184E6F3603&index=7

Meet Our Local Leaders:

D. Patrick Scheina, CLU Managing Director and Wealth Management Advisor:

• Time with Northwestern Mutual: 22 years
• Previous Experience: Worked as a Loss Prevention Safety Consultant with an insurance company before joining Northwestern Mutual. He graduated from Illinois State University with a Bachelor of Science.
• Outside Interests: Patrick, his wife, and daughter enjoy spending time with family and friends, traveling, water recreation, and cooking. They are members of St. Peters Catholic Church, and Patrick also serves on the Sangamon County CEO Board.

Eli Cook Growth and Development Director:

• Time with Northwestern Mutual: 11 years
• Previous Experience: Began his career with Northwestern Mutual as a College Financial Representative in 2014 and has grown within the organization ever since.
• Outside Interests: Eli and his wife have been married since 2019 and have a cocker spaniel named Colby Jack. In his spare time, Eli enjoys hunting.

Brent Shunk Private Wealth Advisor:

• Time with Northwestern Mutual: 38 years
• Previous Experience: Brent has spent his entire career with Northwestern Mutual.
• Outside Interests: Brent and his wife love spending time with their grandkids in Illinois and Florida. They stay active with boating, hiking, travel, playing cards, dancing, attending Bible study, and enjoying their weekly date night.

Austin Shunk Private Wealth Advisor:

• Time with Northwestern Mutual: 13 years
• Previous Experience: Austin has built his entire professional career with Northwestern Mutual.
• Outside Interests: Austin enjoys spending time with his family, studying maps and the Bible, watching basketball, and playing chess. He also stays active by swimming, biking, and hiking.

Sheila Davidsmeyer Financial Advisor:

• Time with Northwestern Mutual: Over 27 years
• Previous Experience: Sheila began her career at Northwestern Mutual in 1998 as an Associate Financial Representative and became a Financial Advisor in 2013. She holds a B.A. in Business Administration with a focus on Marketing from Olivet Nazarene University.
• Outside Interests: Sheila loves spending time with her kids and is an enthusiastic supporter of local sports in Pittsfield, IL.

About Us: At Northwestern Mutual Central Illinois, we are driven by our core values of Courage, Passion, and Growth. Our team thrives in a professional yet relaxed environment, where collaboration, mentorship, and joint work are keyespecially during a new representatives first year. We offer dynamic coaching and accountability led by experienced advisors who are invested in your success. Beyond the office, were deeply committed to our community, proudly supporting organizations like HSHS St. Johns Childrens Hospital, Contact Ministries, the James Project, and Alexs Lemonade Stand. If youre looking to grow a meaningful career with purpose and impact, wed love to connect.

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. Patrick Scheina is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.