Financial Planner with Ag Background

Job Description

Job Description

Benefits:

• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

Transition Your Agricultural Skills into Financial Services:

• Strong Work Ethic and Discipline : Agriculture professionals are accustomed to hard work and persistence, traits that are invaluable in building and maintaining a client base in financial services.
• Problem-Solving Skills : Agricultural workers often address complex challenges, such as resource management and efficiency, which translate well to helping clients navigate financial decisions.
• Trust and Community Focus : Agriculture professionals frequently have strong connections within their communities, enabling them to build trust and establish credibility as financial representatives.
• Achieve Greater Rewards: Transitioning into financial services can offer not only a more rewarding career path but often greater financial opportunities as well.

Position Overview:
As a Financial Planner you will play a critical role in helping clients secure their financial futures through comprehensive insurance solutions. Your responsibilities will include:

• Client Assessment: Evaluate clients' financial needs and goals to recommend appropriate insurance products.
• Customized Solutions: Develop personalized insurance plans that align with clients' long-term financial strategies.
• Relationship Building: Establish and maintain strong relationships with clients, offering continuous support and advice as their needs evolve.
• Product Knowledge: Stay informed about the latest insurance products and industry trends to provide clients with the best options available.
• Compliance and Ethics: Ensure all recommendations and sales comply with company policies and regulatory requirements, maintaining the highest ethical standards.

About Us: At Northwestern Mutual of Northeast Iowa, our mission is to build the most financially secure communities in America, one person, family, and business at a time. We strive to attract top advisors, aiming to have the most trusted financial professionals in the region. Our office leads Eastern Iowa in retention and has the most women advisors in the area. We are deeply committed to supporting local charities such as Special Spaces in Dubuque, Alex’s Lemonade Stand, and the University of Iowa Children’s Hospital. Through a collaborative culture, we empower our advisors to grow while making a positive impact on the community. Follow this link to hear why Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual:

Meet Our Local Leaders:

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."

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, 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 family, his significant other and their children, and his two Labs. He enjoys outdoor activities like hunting, fishing, and camping. 

Candidate Characteristics:

• Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators.
• People who prioritize understanding the "who, why, and how" behind actions more than just the "what."
• Savvy communicators who find joy in simplifying complex decisions for others.
• Generous souls who gladly treat others without hesitation.
• Ambitious thinkers who embrace boundless opportunities and possibilities.
• Advocates for teamwork and cooperation, where everyone contributes equally.
• Passionate about their work, yet approachable and good-natured in their demeanor.

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 General Agent of NM and not in legal partnership with NM, or its subsidiaries.