Overview
At Yoder District - Northwestern Mutual, we inspire individuals to align their actions with their intentions, empowering them to achieve financial security and live purpose-driven lives. Our vision rests on a family-like culture built on integrity, personal responsibility, and gratitude. We strive to make an impact in the lives of those we serve and in our community. Through elite training programs, advanced designations, and personal growth initiatives, we develop a team of people of character who are motivated to lead, grow, and give back. We proudly support local causes including the Cystic Fibrosis Foundation, Realities for Children, Jae Foundation, and Slammin Famine, ensuring our care extends beyond financial planning. Our commitment to growth, integrated financial planning, and community giving makes us a destination of choice for clients and team members alike, creating meaningful connections that leave a lasting impact. Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: Day in the Life of a Northwestern Mutual Advisor.
Office locations are as follows:
- District Office: 3665 John F Kennedy Parkway Building 1 Suite 100, Fort Collins, CO 80525
- Cheyenne Office: 212 E 22nd Street, Cheyenne, WY 82001
- Laramie Office: 866 N 4th St, Ste 2, Laramie, WY 82072
- Greeley Office: 710 11th Ave Unit L45, Greeley, CO 80631
- Expansion across Jackson, WY
About Northwestern Mutual
Northwestern Mutual is a Fortune 500 company delivering a broad range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners rather than Wall Street. Founded in Wisconsin in 1857, we are recognized by Fortune as one of the World’s Most Admired life insurance companies in 2024, reflecting a culture focused on helping people achieve financial security.
Meet Our Local Leaders
Below are profiles of leaders who shape our local practice and culture:
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Haley Stevens — Chief Operating Officer
Tenure with Northwestern Mutual: 7 years. Background includes retail and sales management before joining NM. Passion: family and travel. Appreciates NM for enabling a balance between work and time with loved ones.
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Bailey Bergstrom — Director of Recruitment and Selection
Tenure with NM: 2 years. Formerly in Real Estate Management and IT Recruitment. Passion: family and friends, health, fitness; enjoys running and strength training.
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Ryan Yoder — Managing Director, Partner, and Wealth Management Advisor
Tenure with NM: 29 years. Alumnus of Colorado State University; previously co-owned R&R Chicken Farm. Passion: spending time with wife and four children; serves as Head Men’s Basketball Coach at Resurrection Christian High School. Mission: inspire and equip others to live a life of significance.
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Cory Schroeder — Managing Partner, Wealth Management Advisor
Tenure with NM: 5 years. Background in military service and entrepreneurship. Passion: time with wife and two daughters; enjoys hunting and training future Army National Guard members.
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Josh Schilt — Financial Advisor
Tenure with NM: 1.5 years. Background as a college student and fencing crew member. Passion: family time, hunting, and mountain hiking.
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Brian Campbell — Growth and Development Director
Tenure with NM: 19 years. Started as an intern while attending Colorado State University. Passion: family, coaching flag football, watching daughter compete in basketball and riding horses.
About the Financial Representative Role
As a Financial Representative at Northwestern Mutual, you join a team that helps individuals and businesses reach their financial goals through personalized insurance solutions and comprehensive financial planning. The role centers on building long-term client relationships, understanding unique needs, and delivering tailored financial guidance.
Key Responsibilities
- Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
- Financial Planning: Develop comprehensive plans that cover investments, insurance, and retirement.
- Insurance Solutions: Recommend and implement strategies to protect clients' assets and income.
- Ongoing Support: Monitor plans and provide updates, adjusting strategies as needed to respond to changes.
- Networking: Grow and maintain a client network through referrals, community involvement, and professional associations.
Qualifications
- Education: A bachelor's degree is preferred but not required.
- Experience: Prior experience in financial services, insurance, or business development is beneficial but not required.
- Skills: Strong interpersonal and communication abilities, analytical thinking, and the ability to build trust with clients.
- Licenses: Obtain necessary licenses such as Series 6, Series 63, and state insurance licenses (training and sponsorship available).
Benefits and Compensation
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training and development
- Vision insurance
- Professional development: Access to ongoing training and development programs, including sponsorship for advanced certifications
- Income potential: Competitive compensation structure with performance incentives and no cap
- Support and mentorship: Comprehensive backing from a dedicated planning team, marketing resources, and experienced mentors
- Work-life balance: Flexibility to design a schedule that fits your lifestyle and goals
- Impact: Help individuals and families in your community achieve financial security and success
Work Arrangements and Location
Location: Hybrid remote in Fort Collins, Colorado 80525. Flexible work-from-home options are available.
