Financial Planner Seeking Athletes

ZipRecruiter; New Brunswick; On-site; CAD 60,000 - 80,000; Full time

Job summary

Join a leading financial services team as a Financial Planner, leveraging your athletic background to excel in a collaborative environment. This role involves engaging clients, designing financial strategies, and achieving their goals. Enjoy ongoing training, flexible scheduling, and unlimited earning potential while making a positive community impact.

Benefits

Retirement

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Qualifications

• Experience in insurance or financial services beneficial but not mandatory.
• Must obtain state insurance licenses; training and sponsorship available.

Responsibilities

• Engage with clients to understand their financial needs and design tailored strategies.
• Regularly review and update plans, cultivate a network through referrals.

Skills

Interpersonal Skills

Analytical Skills

Relationship Building

Education

Bachelor's Degree

Job description

Job Description

Benefits:

• Retirement
• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

Join the Winning Team at Northwestern Mutual (NM) - Greater Monmouth County!

Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial Planner with Northwestern Mutual - Greater Monmouth County!

Why Current and Former Athletes Thrive Here:

We recognize the unique strengths and qualities that current and former athletes bring. Athletes excel in our environment because of their drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Here's why athletes thrive with us:

1. Teamwork and Collaboration: Just like in sports, our success depends on teamwork. Athletes naturally excel in team settings, working towards common goals and supporting each other for our clients' benefit.
2. Resilience and Determination: Athletes are used to facing challenges and persevering, which translates well into overcoming obstacles and focusing on long-term goals in their careers.
3. Goal-Oriented Mindset: The drive to set and achieve goals helps our representatives stay motivated and committed to clients' financial objectives.
4. Discipline and Time Management: Balancing training and competitions develops discipline and time management skills that are invaluable in managing client portfolios and meeting deadlines.
5. Competitive Spirit: The desire to excel pushes our representatives to improve, exceed targets, and deliver exceptional service.

Meet Our Local Team, Many of Whom Have Excelled in Athletics:

Mark Savino - Managing Director:

• With NM for 17 years.
• Brown University graduate, former D1 wrestler, interned with NM.
• Enjoys spending time with family, wrestling, the Jersey Shore, and traveling.

Marissa Williams - Wealth Management Advisor:

• With NM for 22 years.
• Villanova University graduate.
• Mom of 3, coach, fitness enthusiast, community involved, tennis player.

Sagar Shah - Financial Planner:

• With NM for 14 years.
• Founded fraternity, Bryant University graduate, former NM employee.
• Enjoys time with wife, playing pickleball, community involvement.

Ryan Hengerer - Financial Advisor:

• With NM for 7 years.
• Former PGA athlete.
• Golf, wife Kristen, office Taco Tuesdays.

Julian Palermo - Financial Advisor:

• With NM for 6 years.
• Stockton University graduate, former NM team member.
• Cars, skydiving, racing.

Kevin Noon - Financial Advisor:

• With NM for 2 years.
• Rider University graduate, former D1 basketball coach.
• Family, dog Chase, Philly sports.

Key Responsibilities:

Engage with clients to understand their financial needs, design tailored strategies, and help achieve their financial goals. Regularly review and update plans, and cultivate a network through referrals and community involvement.

Qualifications:

Bachelor's degree preferred. Experience in insurance, financial services, or business development beneficial but not mandatory. Strong interpersonal, analytical, and relationship-building skills required. Candidates from various business development backgrounds are encouraged. Must obtain state insurance licenses; training and sponsorship available. Regular commuting to the main office expected.

Benefits:

Ongoing training, sponsorship for certifications, performance incentives, unlimited earning potential, support from a dedicated team, marketing resources, mentorship, flexible scheduling, and impactful community work.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company and its subsidiaries. Mark Savino is a General Agent, not in legal partnership with NM or subsidiaries.

Flexible work-from-home options available.