Outside Representative
4 days ago
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
- Leverage Your Communication Expertise: Educators excel in financial services because they have the confidence and communication skills needed to guide clients through important decisions that can shape their financial futures.
- Build Lifelong Relationships: While educators often lose touch with students as they move into new life stages, financial services allow you to maintain close, long-term relationships with clients, helping them at every stage of life.
- See the Impact of Your Work: Just as you've witnessed the difference you made in the classroom, this career offers the chance to see how your guidance positively affects clients' lives, both now and in the future.
- Achieve Greater Rewards: Transitioning into financial services can offer not only a more rewarding career path but often greater financial opportunities as well.
Ryan Walton - Financial Advisor/Field Director:
- Time with NM: Since October 2021
- Background: Former call center and law firm roles; chose NM for greater impact.
- Outside Interests: Skiing, coding apps/games, card counting, and community volunteer work.
- Time with NM: 15 years
- Background: Former resort valet/bellman, transitioned to NM as an advisor.
- Outside Interests: Faith, family, music, fitness, travel (frequent trips to Colombia), and the outdoors.
- How long with NM? Since 2015 (intern).
- Previous experience? Worked at a golf course before joining NM.
- Passionate about? Married to Lauren. Enjoys Wisconsin sports, golfing, and time at the lake.
- Time with NM: Since October 2021
- Background: Former call center and law firm roles; chose NM for greater impact.
- Outside Interests: Skiing, coding apps/games, card counting, and community volunteer work.
- Time with NM: 2 years
- Background: Former lab technician with a background in animal science.
- Outside Interests: Agriculture, helping kids with livestock, snowmobiling, and riding side-by-sides with family.
Position Responsibilities for a Financial Representative:
- Educate clients on financial planning and insurance options.
- Provide excellent customer service and build lasting relationships.
- Collaborate with a local supportive team.
- Strong communication and interpersonal skills.
- Goal-oriented with a desire to succeed.
- Life insurance license and FINRA certifications (or willingness to obtain).
- Mission: Financially empower communities to change the world.
- Vision: Redefine financial planning as a sanctuary for diverse communities.
- Core Values: Inclusivity, empowerment, safety, impact, and authenticity.
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
Flexible work from home options available.
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