Financial Advisor - Seeking Former Coaches/Educators

Monson District - Northwestern Mutual

  • Ogden, UT
  • $76,000-134,000 per year
  • Permanent
  • Full-time
  • 7 days ago
Benefits:
  • Retirement
  • 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: Many people find this career appealing because it allows them to help others in a meaningful way. For teachers and coaches, whose work is already rooted in service and personal connection, this kind of role may feel like a natural extension of what they value most.
  • 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 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 professionally—while building a future that reflects your values and goals.
Follow this link to hear more about Gina Cimineri’s Northwestern Mutual Experience:Meet Our Local Leaders:Sawyere Monson - Managing Director:
  • Time with NM: 10 years
  • Prior to: Sawyere was a college football athlete before beginning his career with Northwestern Mutual.
  • Passionate About: Outside of the office, Sawyere enjoys staying active through fitness, snowboarding, and mountain biking. He’s passionate about personal development, his faith, and spending quality time with his wife and four children.
Trevor Grayson - Growth & Development Director:
  • Time with NM: 5 years
  • Prior to: Trevor worked as a Corporate Project Manager at Select Health and ran several side businesses. He also played college soccer.
  • Passionate About: Trevor is an endurance athlete with a love for triathlons, mountain biking, and skiing. He and his wife are raising five children, and he thrives on staying active and involved with his family.
Sebastian Lawson - College Unit Director:
  • Time with NM: 3 years
  • Prior to: Sebastian came to Northwestern Mutual from a background in medical sales.
  • Passionate About: He is passionate about mountain biking, running, snowboarding, and personal development. At home, he enjoys life with his wife and their three children.
Chris Smith - Financial Representative:
  • Time with NM: 6 months
  • Prior to: Chris has a background in tech sales and spent time coaching high school athletics.
  • Passionate About: Chris is deeply invested in his family and faith. He enjoys coaching, high school sports, and staying active through basketball. He brings a wealth of personal and professional experience to his role.
About Us: At the Monson District of Northwestern Mutual, we help individuals and families build lasting financial security through personalized, goal-based planning. Our team—made up of former NCAA athletes and driven professionals—brings energy, discipline, and a client-first mindset to everything we do. With two locations and top advisors across all experience levels, we’re proud to offer both expertise and fresh perspective. We’re also deeply involved in our community, supporting causes like Safe Harbor Women’s Shelter, Alex’s Lemonade Stand, and Weber State University. Our mission is simple: do well by doing good—and have fun along the way.Position Responsibilities for a Financial Advisor:
  • Educate clients on financial planning and insurance solutions.
  • 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).
Funk Group Mission/Vision/Values:
  • Mission: To create financially secure communities while giving back to local causes and making a meaningful impact through both financial support and volunteer efforts.
  • Vision: To empower individuals to build a secure financial future and contribute to community-driven initiatives that strengthen the bonds within the local area.
  • Core Values: Community, impact, integrity, service, and collaboration.
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. Sawyere Monson is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.Flexible work from home options available.

Monson District - Northwestern Mutual