Financial Planner with Educator/Coaching Background

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 work—the kind that provides fulfillment through service to others. That’s why it resonates so deeply with the values teachers and coaches bring to the table.
• Leverage Your Communication Expertise: As a teacher or coach, you’ve mastered the art of communication—whether 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 you’ve seen the difference you’ve 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 professionally—while building a future that reflects your values and goals.

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

Our thriving office is located at: 3700 N Capital of TX Hwy, Ste 500, Austin, TX

Meet Our Local Leaders:

Brian Vrana, Managing Partner:

• How long with NM? Brian has been with Northwestern Mutual for 23 years.
• Prior to? Farmer. Started at NM in college through the internship program.
• Passionate About? Family, coaching sons’ baseball teams, watching his daughter compete in dance, and enjoying time outdoors with his family. He is deeply committed to community involvement and mentoring new team members.

Jon Blake, Managing Director:

• Time with NM: Jon has been with Northwestern Mutual for 12 years.
• Prior Experience: Prior to his career in financial services, Jon was a restaurant owner, where he developed strong leadership and business management skills.
• Passionate About: In his free time, Jon enjoys spending time on the water boating and cherishing moments with his family.

Blake Watkins, Financial Advisor:

• Time with NM: Blake has been with Northwestern Mutual for 8 years.
• Prior Experience: He began his career with the firm as a college intern, gaining valuable experience that shaped his professional growth.
• Passionate About: Blake is passionate about basketball, a sport he not only enjoys but also played competitively at the college level.

Allison Woods, Chief Recruitment Officer:

• Time with NM: Allison has been with Northwestern Mutual for 14 years.
• Prior Experience: She started her career with the company as a college intern, building her expertise and leadership skills from the ground up.
• Passionate About: Outside of work, Allison enjoys spending time with her husband and two children, proudly embracing life as a boy mom. She loves going to the lake on their boat, visiting amusement parks, and making memories with family and friends.

About Us: The Blake District of Northwestern Mutual is dedicated to inspiring action, maximizing potential, and building legacies across South Central Texas. Guided by our core values of innovation, gratitude, excellence, and transparency, we pair exceptional financial guidance with a deep commitment to community impact. We proudly support local causes including Dell Children’s Hospital, FORE Kids, and Alex’s Lemonade Stand, believing true success is measured by the positive difference we make in the lives we serve.

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. Brian Vrana is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.