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Financial Planner Seeking Former Educator/Coach
Financial Planner Seeking Former Educator/CoachYoder District - Northwestern Mutual • Fort Collins, CO, US
Financial Planner Seeking Former Educator / Coach

Financial Planner Seeking Former Educator / Coach

Yoder District - Northwestern Mutual • Fort Collins, CO, US
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Job Description

Job Description

Benefits :

  • Retirement Benefits
  • 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 resonates 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 Offices are Located :

  • District Office : 3665 John F Kennedy Parkway Building 1 Suite 100 Fort Collins, CO 80525
  • Cheyenne, WY 212 E 22nd Street Cheyenne, WY 82001
  • Laramie, WY 866 N 4th St, Ste 2, Laramie, WY 82072
  • Greeley, CO 710 11th Ave Unit L45 Greeley, CO 80631

    • Follow this link to hear more about Gina Cimineris Northwestern Mutual Experience : https : / / www.youtube.com / watch?v= -PAcM41CRes& list=PLAFDBB5184E6F3603 &index=7

    Meet Our Local Leaders :

    Haley Stevens - Chief Operating Officer :

  • How long with NM? Joined Northwestern Mutual 7 years ago.
  • Prior Experience? Previously was in Retail Management as well as Sales Management before starting with NM.
  • Passionate About? Loves family and travel. Enjoys the benefits that NM provides with work and life that allows her to spend as much time as she can with her kids and other members of her family.

    • Bailey Bergstrom - Director of Recruitment and Selection :

  • How long with NM? Been with Northwestern Mutual for 2 years.
  • Prior Experience? Previously was in Real Estate Management and IT Recruitment before starting a career with NM.
  • Passionate About? Loves spending time with friends and family. Advocate for health and fitness and loves to run and strength train.

    • Ryan Yoder - Managing Director, Partner, and Wealth Management Advisor :

  • How long with NM? Been with Northwestern Mutual for 29 years.
  • Prior Experience? Graduated from Colorado State University. Co-owner of R&R Chicken Farm before starting with NM.
  • Passionate About? Loves spending time with his wife and 4 children. Enjoys serving as the Head Mens Basketball Coach at Resurrection Christian High School in Loveland, CO. His mission is to influence people for eternity, inspiring and equipping them to live a life of significance.

    • Cory Schroeder - Managing Partner, Wealth Management Advisor :

  • How long with NM? Been with Northwestern Mutual for 5 years.
  • Prior Experience? Was in the military and also owned a few of his own businesses prior to starting with NM.
  • Passionate About? Loves spending time with his wife and 2 daughters. Also enjoys hunting and being an instructor to future Army National Guard members.

    • Josh Schilt - Financial Advisor :

  • How long with NM? Been with Northwestern Mutual for a year and a half.
  • Prior Experience? Former college student and also worked on a fencing crew building fences for cattle.
  • Passionate About? Loves spending time with family as well as hunting and hiking in the mountains.

    • Brian Campbell - Growth and Development Director :

  • How long with NM? Been with Northwestern Mutual for 19 years.
  • Prior Experience? Began his career with NM as an intern while attending Colorado State University.
  • Passionate About? Loves spending time with his family and coaching his boys in competitive flag football. Also enjoys watching his daughter play basketball and ride horses competitively.

    • About Us : Our vision is rooted in a family-like culture built on integrity, personal responsibility, and gratitude. Together, we strive to make an impactboth in the lives of those we serve and in our community. Through our elite training programs, advanced designations, and personal growth initiatives, we cultivate a team of people of character who are motivated to lead, grow, and give back.

    We are proud to support causes close to our community, including the Cystic Fibrosis Foundation, Realities for Children, Jae Foundation, and Slammin Famine, ensuring our legacy of care extends far beyond financial planning.

    Our commitment to growth, integrated financial planning, and community giving makes us the destination of choice for clients and team members alike, creating meaningful connections that inspire a lasting impact.

    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).

    • 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. Ryan Yoder is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

    Flexible work from home options available.

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    Financial Planner • Fort Collins, CO, US

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