Financial Advisor with Healthcare Background
Benefits:
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
- Build Direct Client Relationships: Professionals from healthcare, whether it's pharma, medical, or clinical roles, are drawn to financial services because it allows them to work directly with clients, offering personalized advice rather than working through intermediaries.
- Make a Meaningful Impact: Use your knowledge and experience in healthcare to guide clients through critical life stages. Whether it’s helping individuals plan for medical expenses, retirement, or higher education, your insights can help clients secure their financial futures and improve their lives.
- Unlimited Growth Potential: As healthcare professionals understand the complexities of life’s important decisions, they know that each life stage brings new financial planning needs. Your ambition, dedication, and expertise will determine how far you can go in this fulfilling career.
- A Rewarding Career Path: Transition to a career where you can build long-term relationships, create meaningful outcomes for your clients, and make a lasting impact, all while using your healthcare expertise to navigate the financial landscape.
- 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.
- 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.
- 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.
- 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.
- Educate clients on financial planning and insurance options.
- Provide excellent customer service and build lasting relationships.
- Collaborate with a local supportive team.
- Strong communication and interpersonal skills.
- Goal-oriented with a desire to succeed.
- Life insurance license and FINRA certifications (or willingness to obtain).
- 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
Flexible work from home options available.
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