Financial Planner with Athletic Background
$76k - $193kThe Harrington District - Northwestern Mutual
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
We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Here’s why this career could be ideal for athletes:
- Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients.
- Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career.
- Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives.
- Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity.
- Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients.
Our thriving office is located at: 4323 Ontario Dr, Bettendorf, IA 52722 Meet Our Team: Tim Harrington, Managing Director:
- Time with NM: Joined Northwestern Mutual in 2021 as a Growth and Development Director and transitioned to Managing Director after nine months.
- Previous experience: Owned and managed a consulting business, with experience as a speaker, coach, and consultant before joining Northwestern Mutual.
- Passionate about: Tim lives in Eldridge with his wife, Lindsay, and their six children. He enjoys volunteering for youth sports, spending quality time with his family, watching his kids compete, and traveling.
- Time with NM: Joined Northwestern Mutual in 2007 as an intern in one of the firm's Florida offices and now serves as both a Financial Advisor and Growth and Development Director.
- Previous experience: Earned a Bachelor of Science in Finance from Jacksonville University before beginning his career with Northwestern Mutual through the internship program.
- Passionate about: Scott and his wife, Krista, have four sons and recently moved back to their hometown of Sterling, Illinois, to be closer to family. Outside of work, he enjoys coaching his sons' sports teams, golfing, volunteering, attending church, and spending time with his family.
- Time with NM: 11 years.
- Previous experience: Began her career with Northwestern Mutual through the college internship program. She is now a Certified Financial Planner™ (CFP®) and Chartered Financial Consultant® (ChFC®).
- Passionate about: Alanna enjoys golfing, boating, and spending time with friends and family. She loves making memories with her husband, Lane, and their three boys, and previously served on the board of Lead(h)er.
- Time with NM: 3 years.
- Previous experience: Worked in real estate sales and mortgage lending before transitioning into Talent Acquisition with Northwestern Mutual in 2022.
- Passionate about: Brooke enjoys spending time with her husband, Matt, and their young son. Outside of work, she loves working out, tackling home renovation projects, and taking long walks around Costco. She also serves as Board President of Dress for Success Quad Cities and regularly volunteers with Lead(h)er.
- Predictable growth and performance-based results.
- A collaborative, high-support team environment.
- Full training across the business development process.
- Proven systems, technology, and operational support.
- Leadership opportunities and strong work-life balance.
- Take ownership and responsibility
- Strong communicators who enjoy helping others make confident decisions
- Team-oriented, driven, and growth-minded
- Service-focused with integrity and professionalism
- Educate clients on financial planning and insurance options.
- Provide excellent customer service and build lasting relationships.
- Collaborate with a local supportive team..
- Strong communication and interpersonal skills.
- Goal-oriented with a desire to succeed.
- Bachelor's Degree is strongly preferred or military equivalent.
- Willingness to obtain needed licenses, support provided by NM.
- Performance-based compensation with uncapped earning potential:
- Average vs Top 25%
- Year 1 | $76,000 - $193,000
- Year 3 | $103,000 - $202,000
- Year 5 | $139,000 - $289,000
- Year 10 | $234,000 - $490,000
- Year 15 | $341,000 - $790,000
- Dental insurance
- Health insurance
- Life insurance
- Retirement plan
- Vision insurance
- Ongoing professional development
- Local culture of support and positive recognition
Vacancy posted 23 days ago
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