Our Member Benefits Consultants (MBCs) are retired educators who help provide financial mentoring to Wisconsin public school employees. All enjoyed long teaching careers and have made the transition from public school employee to retiree.
Now in (semi) retirement and uniquely qualified to help our members, they spend one-on-one time discussing various financial issues and topics with those working in Wisconsin school districts, including how to plan for retirement.
Sound interesting? We currently have open positions. Read on to learn more from one of our MBCs and see if it might be a good fit for you.
Profile: Rachel Dallmann
The teaching years
Rachel began her career as a high school math teacher at Mason City High School (Iowa) in 1991. After six years in the classroom, she earned her master’s degree in School Counseling from the University of Northern Iowa and made the move to a school counseling position. “When the opportunity presented itself, I moved back to my home state of Wisconsin to become the high school counselor at the School District of Omro,” says Rachel. “I retired in June 2024 and am grateful for all the students, staff, and parents that I worked with throughout my career.”
Experience with Member Benefits
Her first interactions with Member Benefits came about when Mark Resch, a fellow MBC of more than 11 years, came to Omro to meet with interested staff. After learning about our products and our low administrative fees, she opened a WEA Member Benefits 403(b). Later, she gradually moved her other retirement funds to Member Benefits while taking advantage of the complimentary financial advisory services. “I am pleased with how my 403(b) has grown over the years, and it allowed me to retire early,” states Rachel.
Following up on the job
At that first meeting with Mark, she learned he was a retired educator from a neighboring school district and remembered thinking that working as an MBC would be the perfect part-time retirement job. “Years later, when my retirement was on the horizon, I contacted Member Benefits to learn more about the position. After hearing more about it, I knew it was just what I was looking for and began preparing for the role,” she says.
“After nearly a year and a half on the job, I am continually impressed by the public school employees that I work with. They are personable, curious, goal oriented, and appreciative of any help I give them. This role also fosters my desire for lifelong learning, as each staff person comes with unique backgrounds, experiences, and goals.”
The MBC role
As an MBC, Rachel’s primary goal is to help public school employees prepare for a successful retirement through individual financial consultations, either in person or over the phone. Time is also spent prepping for each meeting and completing follow-up reports. Finally, there is time dedicated to staying abreast of current financial policies and procedures at Member Benefits and the Wisconsin Retirement System. “I do all this so that I can provide accurate and helpful information to all public school employees. It’s very satisfying.”