Healthcare Pro to Financial Planner | Flexible Schedule

Northwestern Mutual; Springfield (IL); Presencial; USD 60.000 - 100.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Significant bonus

Dental insurance

Health insurance

Life insurance

Retirement plan

Vision insurance

Ongoing professional development

Local culture of support and positive–

Descripción de la vacante

Northwestern Mutual Central Illinois seeksHealthcare professionals to transition into financial services as Financial Advisor roles. Build direct client relationships, develop comprehensive financial plans, and guide clients through life events with insurance, investments and retirement planning.

The position offers significant bonus potential, robust benefits, and a clear growth path within a supportive team.

Formación

• Education: a bachelor’s degree is highly preferred.
• Experience: prior financial services or business development beneficial but not required.
• Licenses: obtain licenses such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Responsabilidades

• Client Consultation: understand clients' financial goals and concerns.
• Financial Planning: develop plans including investments, insurance, and retirement.
• Insurance Solutions: recommend and implement protection strategies.
• Ongoing Support: monitor and update plans as circumstances change.
• Networking: build and maintain referrals through community and associations.

Conocimientos

Interpersonal skills

Communication

Analytical thinking

Rapport with clients

Educación

Bachelor's degree

Descripción del empleo

Northwestern Mutual Central Illinois seeksHealthcare professionals to transition into financial services as Financial Advisor roles. Build direct client relationships, develop comprehensive financial plans, and guide clients through life events with insurance, investments and retirement planning.

The position offers significant bonus potential, robust benefits, and a clear growth path within a supportive team.