Field Advisor with Real Estate 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 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 Greater Delafield Area of Northwestern Mutual 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 : At NM of Greater Delafield, we are a growing team passionate about building strong future leaders who share our mission to empower individuals to live their life by design. In addition to supporting clients, we are deeply committed to giving back to the community through partnerships with Alexs Lemonade Stand Foundation and the Carbone Cancer Research Center. If you're driven, community-focused, and looking to grow within a dynamic and supportive environment, with a vision to become the premier wealth management firm in Lake Country by expanding to 50 advisors by 2035, wed love to meet with you!

Meet the Heartbeat of Our Business :

Mike Scher, Managing Director

• How long with NM? 24 years
• Previous experience? Started as a college intern with NM.
• Passionate about? Married with five kids, huge Packers fan, loves camping and traveling with family and friends. Collects sports cards and memorabilia.

Todd Bowditch, Financial Planner

• How long with NM? 12 years
• Previous experience? Sold health insurance to small business owners.
• Passionate about? Big bourbon collector, loves golfing, struggles with Fantasy Football, and adores his dog, Bonny.

Lindsey Swain, Chief Recruiting Officer

• How long with NM? 4.5 years
• Previous experience? Stay-at-home mom, ran a personal business, raised puppies, substitute teacher, and military wife for 16+ years.
• Passionate about? Raising her kids, involved in youth sports, and enjoys traveling, boating, and reading.

Tim Fraedrich, Financial Representative

• How long with NM? 1 year
• Previous experience? Owned and operated a property and casualty insurance firm.
• Passionate about? Traveling with his daughter for club soccer, coaching high school football, and is a big Wisconsin sports fan.

Danielle Plagge, Director of Operations

• How long with NM? 17 years
• Previous experience? Worked at a bank and ran a small business.
• Passionate about? Loves traveling, excited for next visit to Europe, enjoys new experiences with her husband and friends, and plays volleyball in rec leagues.

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

Flexible work from home options available.