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Financial Planner Seeking Former Educator/Coach

Northwestern Mutual - Wilmington

Wilmington, NC

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JOB DETAILS
SKILLS
Business Practices, Coaching, Communication Skills, Customer Support/Service, Customer Training, Dental Insurance, Establish Priorities, Financial Planning, Financial Services, Financial Strategy, Fitness, Futures, Green Business, Health Insurance, Insurance, Interpersonal Skills, Leadership, Life Insurance, Military, Retirement Plan, Sales, Soccer, Talent Management, Training/Teaching, Vision Plan
LOCATION
Wilmington, NC
POSTED
30+ days ago
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 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: 1111 Military Cutoff Road, Suite 251, Wilmington, NC 28405


Meet Our Local Leaders:

Brian M. Cox, CFP® – Managing Director:
  • Time with NM: 22 years
  • Prior Experience: Prior to joining Northwestern Mutual, Brian built his career in financial services, ultimately rising to leadership within the firm.
  • Passionate About: Brian enjoys traveling with his family, playing golf, and keeping tabs on all things related to soccer. His dedication to both his clients and personal life reflects his belief in living a well-rounded and meaningful life.
Lyndsey Stainback – Financial Advisor:
  • Time with NM: 18 years
  • Prior Experience: Served as ChiefRecruiting Officer at Northwestern Mutual, where she played a key role in developing talent across the organization.
  • Passionate About: Lyndsey is passionate about family life, traveling, tennis, and staying involved in her children’s sporting activities.
Ryan Nally – Financial Advisor:
  • Time with NM: 7 years
  • Prior Experience: Joined Northwestern Mutual as a college intern while playing Division I soccer at the University of North Carolina Wilmington (UNCW).
  • Passionate About: Ryan enjoys spending time with family, playing soccer and golf, and surfing whenever he can.
Sean Carano – Financial Advisor:
  • Time with NM: 1 year
  • Prior Experience: Retired Lieutenant Colonel with Marine Special Operations Command (MARSOC), bringing years of leadership and service experience.
  • Passionate About: Sean is devoted to family, travel, fitness, and helping other veterans successfully transition into civilian life and careers.
About Us: At Northwestern Mutual - Wilmington, our mission is to empower individuals and families to take control of their financial futures through personalized planning, values-based guidance, and meaningful relationships.Rooted in a culture of excellence and community, we are proud to support local organizations including the North Carolina Food Bank, Welcome Home Angels, and Alex’s Lemonade Stand. We also maintain strong ties to the University of North Carolina Wilmington, with leadership serving on the Board of Visitors and active involvement in the Center for Sales Excellence & Customer Delight. Whether building financial strategies or giving back to our community, we are committed to making a lasting impact in everything we do.

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

Flexible work from home options available.

About the Company

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Northwestern Mutual - Wilmington