Financial Planner - Seeking Former Educators/Coaches

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 could resonate 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 Office is Located at: 500 W 5th St Suite 604, Winston Salem N.C. 27101
This role offers a flexible hybrid work schedule, with the expectation of being in the office on a weekly basis for training and development.

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

Meet Our Local Leaders:

Jay Ward Managing Director

• How long with NM? 28 years
• Prior Experience? Jay began his career right out of college after attending Wake Forest University and has since built a successful leadership role at Northwestern Mutual.
• Passionate About? Jay is dedicated to mentoring new financial representatives and helping his clients achieve their financial goals. Outside of work, he enjoys golfing, traveling, and following Wake Forest sports. He values family time with his wife and children and is also involved in supporting the veteran community through his role on the board of Veterans Bridge Home Triad.

Gabe Irby Field Director & Private Wealth Advisor

• How long with NM? 13 years
• Prior Experience? Gabe joined Northwestern Mutual after playing Division 1 football and completing a college internship with the company.
• Passionate About? Gabe focuses on family and community involvement, enjoying golf and other activities with his wife and four children. He is also engaged with Leadership Winston-Salem as part of the Class of 2025.

Peter Hofinga Director of Selection

• How long with NM? 1 year
• Prior Experience? Peter serves as a Marine Corps Officer with over 13 years of experience.
• Passionate About? Outside of work, Peter enjoys captaining an adult soccer team, competing in Spartan Races, and coaching his three daughters sports teams. He is also dedicated to volunteering as a mentor for organizations that support veterans transitioning to civilian employment.

Anna Howard Financial Advisor

• How long with NM? 4 years
• Prior Experience? Anna joined Northwestern Mutual following her time as a collegiate field hockey player at Guilford College.
• Passionate About? Anna is actively engaged in the Winston-Salem community through various civic initiatives. She is committed to making a positive impact and supporting local causes. Anna is also supported by her partner, a member of the military.

Joshua Goocey Financial Advisor

• How long with NM? 5 years
• Prior Experience? Joshua transitioned into financial advising after a successful career in academia and the ministry.
• Passionate About? A triathlete, Joshua enjoys outdoor activities and spending time with his wife and three kids. He holds 2 master degrees from Wake Forest University and Duke University and continues to apply his academic background to his financial practice.

Russ Lauten Financial Advisor

• How long with NM? 5 years
• Prior Experience? Russ joined Northwestern Mutual after 15 years in a leadership role at Hanesbrands. He has a background in sports management from his time as a basketball team manager at UNC Chapel Hill.
• Passionate About?An experienced Ironman competitor, Russ is focused on continuous self-improvement both personally and professionally. He enjoys challenging himself and strives to help his clients achieve their financial goals. Outside of work, he is supported by his wife and newborn, and values balancing family life with his pursuit of personal growth.

About Us: The Ward District of Northwestern Mutual in Winston-Salem empowers individuals, families, and business owners to achieve financial security through personalized planning and trusted guidance. Rooted in values like Courage, Growth, and Integrity, we foster a collaborative, community-driven culture where financial professionals thrive. With award-winning training and industry-leading tools, our advisors offer solutions in asset protection, education funding, and retirement planning. We proudly support local charities and offer entrepreneurial paths with unlimited potential to build a business and shape your future.

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).
• Education: A bachelor's degree is preferred; however, candidates with 10+ years of sales experience in industries such as solar, tech, pharmaceutical, or medical device may also be considered.

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

Flexible work from home options available.