Berna District - Northwestern Mutual
Financial Planner - Seeking Former Educators/Coaches
Full Time • Hybrid - US
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 work—the kind that provides fulfillment through service to others. That’s why it resonates so deeply with the values teachers and coaches bring to the table.
- Leverage Your Communication Expertise: As a teacher or coach, you’ve mastered the art of communication—whether it's explaining complex concepts or motivating individuals. These skills are crucial in financial services, where you could help 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 could 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 you’ve seen the difference you’ve made in the classroom or on the field, a career in financial services could allow 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 could offer the potential for not only a more fulfilling career, but also the opportunity to grow personally and professionally—while building a future that reflects your values and goals.
Follow this link to hear more about Gina Cimineri’s Northwestern Mutual Experience: https://www.youtube.com/watch?v=-PAcM41CRes&list=PLAFDBB5184E6F3603&index=7
Our thriving office is located at: 7E Silver Springs Blvd, Suite 430, Ocala FL 34470
Meet Our Local Team:
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: Tyler 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.
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, we’ve 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 Alex’s Lemonade Stand.
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.
- FL 2:15, Life, Health, and Annuity Agent License (will complete in initial onboarding).
- Commitment to personal growth and training, including required investment licensing within the first two years and strong encouragement to pursue professional accreditations such as CFP, RICP, CLU, and others.
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. Jim Moretti is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Compensation: $76,000.00 - $97,000.00 per year
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Industry Leading Compensation
Mentorship Program offering new agents the necessary fundamentals
Ongoing Specialized Training
Dedicated In-House Administrative Support
Career Advancement Opportunities
Company Full of Successful Leaders
Collaboration with highly productive peers