Financial Advisor with Management Skills

Benefits:

• Retirement
• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

Transition Your Management Experience into a Career in Financial Services with Northwestern Mutual – Central Illinois!

Your ability to lead teams, drive results, and build strong relationships could make you an ideal fit for a rewarding career in financial services. We are seeking management professionals from diverse industries, including retail, restaurant, hospitality, operations, logistics, manufacturing, education, or healthcare who are ready to take their leadership skills to the next level.

• Leverage Your Leadership Expertise: Your management experience has equipped you with communication, problem-solving, and team-building skills. In financial services, you could apply those same strengths to educate clients, develop strategies, and guide them toward long-term financial success.
• Build Meaningful Relationships: Just as you’ve inspired and led teams in your previous roles, this career could allow you to build lifelong connections while helping clients navigate important financial decisions.
• See the Impact of Your Work: In management, you’ve driven performance and helped others achieve their goals. In this role, you could see the tangible results of your efforts as clients and families gain lasting financial confidence and security.
• Unlock Unlimited Growth Potential: Unlike traditional management roles, your growth here isn’t capped. Your ambition and work ethic determine how far you go with opportunities for leadership, ownership, and unlimited earning potential.

Our thriving offices are located:

• Lincoln office: 2201 Woodlawn Road Lincoln IL 62656
• Pittsfield office: 311 W Washington Street Pittsfield IL 62363
• Jacksonville office: 606 E State Street Jacksonville IL 62650
• Springfield Office: 2921 Greenbriar Drive, Suite A, Springfield IL 62704

Meet Our Leaders:

D. Patrick Scheina, CLU – Managing Director and Wealth Management Advisor:

• Time with Northwestern Mutual: 22 years
• Previous Experience: Worked as a Loss Prevention Safety Consultant with an insurance company before joining Northwestern Mutual. He graduated from Illinois State University with a Bachelor of Science.
• Outside Interests: Patrick, his wife, and daughter enjoy spending time with family and friends, traveling, water recreation, and cooking. They are members of St. Peter’s Catholic Church, and Patrick also serves on the Sangamon County CEO Board.

Eli Cook – Growth and Development Director:

• Time with Northwestern Mutual: 11 years
• Previous Experience: Began his career with Northwestern Mutual as a College Financial Representative in 2014 and has grown within the organization ever since.
• Outside Interests: Eli and his wife have been married since 2019 and have a cocker spaniel named Colby Jack. In his spare time, Eli enjoys hunting.

Brent Shunk – Private Wealth Advisor:

• Time with Northwestern Mutual: 38 years
• Previous Experience: Brent has spent his entire career with Northwestern Mutual.
• Outside Interests: Brent and his wife love spending time with their grandkids in Illinois and Florida. They stay active with boating, hiking, travel, playing cards, dancing, attending Bible study, and enjoying their weekly date night.

Austin Shunk – Private Wealth Advisor:

• Time with Northwestern Mutual: 13 years
• Previous Experience: Austin has built his entire professional career with Northwestern Mutual.
• Outside Interests: Austin enjoys spending time with his family, studying maps and the Bible, watching basketball, and playing chess. He also stays active by swimming, biking, and hiking.

Sheila Davidsmeyer – Financial Advisor:

• Time with Northwestern Mutual: Over 27 years
• Previous Experience: Sheila began her career at Northwestern Mutual in 1998 as an Associate Financial Representative and became a Financial Advisor in 2013. She holds a B.A. in Business Administration with a focus on Marketing from Olivet Nazarene University.
• Outside Interests: Sheila loves spending time with her kids and is an enthusiastic supporter of local sports in Pittsfield, IL.

Key Responsibilities:

• Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
• Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
• Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
• Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
• Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.

Qualifications:

• Education: A bachelor's degree is highly preferred, but not required.
• Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
• Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
• Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

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

Flexible work from home options available.