Paul Roa, CLU
Financial Representative
Region: Southern

During my senior year at PLU, I used the book "What Color is Your Parachute" to determine my areas of strength and what careers would be a good fit. After interviewing with a number of insurance companies, Northwestern Mutual Financial Network stood out as being the most selective. The quality of the company's people was also an important factor in my decision.

 

Early in the career, the freedom to spend time with my wife and children was very rewarding. I was able to attend most of their important school and sporting events. One memorable trip was the month-long vacation traveling in a big loop around most of the United States.

 

At this stage of my career, the relationships that have been built with clients and colleagues is greatly appreciated.

 

Becoming a manager of staff and developing ways to be more efficient has been challenging, yet rewarding.

 

During the first few years, one of the biggest challenges was confidence in my abilities to be helpful.

 

One of my clients is a doctor that had a thriving specialty practice. Due to a disability, he lost his surgery practice and many of the assets he had built up. Because of the needs analysis we completed for disability, estate and life insurance products, he has retained his home, and a good income through the disability benefits. He now volunteers his time to help train physicians in third world countries.

 

Last year we celebrated 30 years!!

 

The financial representative career is a wonderful one. It is hard work and helps to "build character". If one wishes to build a business that is full of meaningful relationships and makes a difference in the lives of your clients, it can be wonderfully rewarding.

 

The culture, the people, the mission... it stands out. This can be a lifetime career.

 

Over the years I have served on several nonprofit boards including the Leukemia Society, a private Christian school, and the Peninsula Estate Planning Council. My wife and I have also been active in our church, leading small group studies.

 

 

Paul Roa has been a financial representative with Northwestern Mutual Financial Network since 1976. To learn more, visit his website or contact him at 757-476-6734 x17.