Job Description
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 Agricultural Skills into Financial Services with the Berna District - Northwestern Mutual:
- 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.
About Us: At Berna District - Northwestern Mutual, our mission is simple yet powerful:
Maximizing Moments & Enhancing Futures . Guided by our core values of family, fun, integrity, and service, weve built a culture where people from all backgrounds can thrive, especially career changers who bring unique skills and perspectives outside of finance. Our team is deeply connected to the community, with a strong commitment to making a difference through causes such as the fight against childhood cancer and ongoing support for organizations like Alexs Lemonade Stand.
Follow this link to hear why Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual:
Our thriving office is located at: 7E Silver Springs Blvd, Suite 430, Ocala FL 34470
Meet Our Local Leaders: Jim Moretti, RICP, MBA Growth & Development Director & Financial Advisor: - Time with NM: 10 years.
- Prior Experience: Jim worked as a Ceramic Engineer and Material Science Engineer, earning his MBA in Finance along the way. He built his career with large manufacturing companies, including Caterpillar, as well as in the high-volume container glass industry.
- Passionate About: Jim focuses much of his time on raising his two kids. Together they enjoy playing sports, watching movies, and spending time with their two pugs. Personally, Jim loves golfing, fishing, cooking, delivering embarrassing dad jokes, and watching anything and everything football.
Tyler Oppman Field Director: - Time with NM: Nearly 8 years.
- Prior Experience: Tyler began his career with Northwestern Mutual in the Waterloo, Iowa office before relocating to Florida last year.
- Passionate About: T yler is a proud father of two and also has a beagle/hound mix who adds to the fun of their Disney-loving family. He enjoys golfing, staying active in his church community, and spending quality time with his kids, especially visiting playgrounds and science centers with his son.
Austin Carrola Financial Representative: - Time with NM: 1+ years.
- Prior Experience: Austin was a professional tennis coach before joining Northwestern Mutual.
- Passionate About: Austin is married with two young children. He is deeply passionate about his faith, family, and giving back to the community through outreach.
Harriet McCord Financial Representative: - Time with NM: Less than 1 year.
- Prior Experience: Harriet was a professional show jumper and trainer, traveling extensively to compete and coach in the equestrian world.
- Passionate About: Harriet enjoys Irish rugby and prefers whiskey over bourbon. She loves traveling across the United States, where she hosts equestrian training clinics.
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
About the Role: At Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jim Moretti is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Job Tags
Work at office, Local area, Relocation, Flexible hours,