Financial Planner - Logistics Experience

Benefits Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Transition Your Logistics Experience into Financial Services with the Louisville Group of Northwestern Mutual! Leverage Your Strategic and Operational Expertise: Whether you're managing supply chains, coordinating complex shipments, or running a logistics-based business, you’ve honed problem-solving, strategic thinking, and operational execution. These are critical skills in financial services, where you’ll help clients navigate complex financial decisions and plan for the long haul. Build Long-Term Client Relationships: In logistics, you know the importance of consistency, trust, and long-term relationships with clients, partners, and vendors. Financial services is no different. You'll work closely with individuals and families throughout their financial journey, providing trusted advice and building relationships that last for years. See the Real-World Impact of Your Work: Just as you’ve seen your role directly impact the movement of goods and the success of a business, financial advising lets you see how your guidance leads to meaningful results—helping people gain confidence in their financial future and achieve their goals. Unlock Greater Career and Financial Rewards: Transitioning from logistics to financial services offers you an opportunity to take control of your income, make a lasting impact in people’s lives, and grow a purpose-driven business with long-term potential. Position Responsibilities Educate clients on financial planning and insurance options. Provide excellent customer service and build lasting relationships. Collaborate with a local supportive team. Position Requirements Strong communication and interpersonal skills. Goal-oriented with a desire to succeed. Life insurance license and FINRA certifications (or willingness to obtain). Perks 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 Locations 140 Whittington Parkway, Louisville, KY 40299 400 E Market Street Louisville, KY 40202 Ste. 200 Flexible work from home options available. #J-18808-Ljbffr Northwestern Mutual