Transition Your Teaching and Coaching Skills into Financial Services
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'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 you’ve seen the difference you’ve made in the classroom or on the field, a career in financial services allows you to witness firsthand how your advice and guidance 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 rewarding career but greater financial opportunities, allowing you to achieve both personal fulfillment and financial success.
Meet Our Local Leaders:
Kevin Roberts – Managing Director
- How long with NM: Kevin has been with Northwestern Mutual for 20 years.
- Prior Experience: Formerly a student athlete before beginning his professional career.
- Passionate About: Married to Rebecca for 9 years with two children. Enjoys family time, is a member of Winchester Golf Club, and loves deer hunting and hiking. Recently traveled with his family to Banff, Canada.
Dallas Gilbert – Growth & Development Director
- How long with NM: Dallas has been with Northwestern Mutual for 8 years.
- Prior Experience: Worked as a janitor at a gym before joining the internship program with Northwestern Mutual.
- Passionate About: Enjoys working out and is a car enthusiast—proud owner of a black Corvette C8. Recently married to his wife, who is a nurse.
Pranav Patel – Campus Unit Director
- How long with NM: Pranav has been with Northwestern Mutual for 4 years.
- Prior Experience: Started as a student in Northwestern Mutual’s internship program.
- Passionate About: Loves BBQing, fishing for trout, and traveling to tropical destinations. Enjoys spending quality time with his girlfriend of 6 years.
Mike Bellotti – Wealth Management Advisor
- How long with NM: Has been with Northwestern Mutual for 18 years.
- Prior Experience: Worked in the mortgage business before joining Northwestern Mutual.
- Passionate About: Married to his wife and proud dad of two boys. Coaches kids’ baseball teams and enjoys traveling with his family.
About Us: At the Roberts District of Northwestern Mutual, we are committed to becoming the most trusted financial firm in Placer County. With courage, character, and a focus on family and fun, we provide personalized financial guidance that empowers our clients and strengthens our relationships with advisors. Together, we build a secure and brighter future for all.
Our culture is built on a foundation of meaningful values and strong connections. We believe that when we lead with purpose and prioritize people over profits, true impact follows. Success, for us, is measured not just in numbers—but in the lives we help transform and the communities we uplift.
We’re also proud to give back to the community we serve, supporting local organizations and initiatives including a $20,000 donation to UC Davis Children’s Hospital, volunteering with Feeding the Foothills foodbank, and hosting the Cure Funding Classic golf tournament, which raised $30,000 last year for Alex’s Lemonade Stand as a network.
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.
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. Kevin Roberts is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Salary :
Remote / Work from Home
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