Healthcare to Financial Planner: Impact & Growth

Wiegert District - Northwestern Mutual; Troy (MI); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Retirement

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Job summary

Northwestern Mutual is seeking professionals with healthcare experience to transition into financial services in our Troy office. You will build direct client relationships, guide clients through life stages, and leverage healthcare insights to improve clients' financial futures.

The role offers advancement opportunities and a supportive mentorship environment. Join a team focused on comprehensive planning, insurance solutions, and ongoing client support, with a flexible schedule and a strong

Qualifications

• Education: A bachelor's degree is highly preferred, but not required.
• Experience in financial services, insurance or business development is beneficial but not required.
• Strong interpersonal and communication skills, analytical thinking, and ability to build trust and rapport with clients.

Responsibilities

• Client Consultation: Engage with clients to understand financial goals and concerns.
• Financial Planning: Develop plans including investments, insurance, and retirement.
• Insurance Solutions: Recommend and implement insurance strategies to protect assets and income.
• Ongoing Support: Monitor plans and adjust strategies as needed.
• Networking: Build and maintain a client network through referrals and community involvement.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Rapport building

Education

Bachelor's degree

Job description

Northwestern Mutual is seeking professionals with healthcare experience to transition into financial services in our Troy office. You will build direct client relationships, guide clients through life stages, and leverage healthcare insights to improve clients' financial futures.

The role offers advancement opportunities and a supportive mentorship environment. Join a team focused on comprehensive planning, insurance solutions, and ongoing client support, with a flexible schedule and a strong