Financial Representative with Healthcare Background

Job Description

Job Description

Benefits:

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

Transition Your Healthcare Expertise into Financial Services with Northwestern Mutual – Wilmington!

Leverage Your Healthcare Background for a Rewarding Career:

• 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.

Our thriving office is located at: 1111 Military Cutoff Road, Suite 251, Wilmington, NC 28405

Meet Our Local Team:

Brian M. Cox, CFP® – Managing Director:

• Time with NM: 22 years
• Prior Experience: Prior to joining Northwestern Mutual, Brian built his career in financial services, ultimately rising to leadership within the firm.
• Passionate About: Brian enjoys traveling with his family, playing golf, and keeping tabs on all things related to soccer. His dedication to both his clients and personal life reflects his belief in living a well-rounded and meaningful life.

Lyndsey Stainback – Financial Advisor:

• Time with NM: 18 years
• Prior Experience: Served as Chief Recruiting Officer at Northwestern Mutual, where she played a key role in developing talent across the organization.
• Passionate About: Lyndsey is passionate about family life, traveling, tennis, and staying involved in her children’s sporting activities.

Ryan Nally – Financial Advisor:

• Time with NM: 7 years
• Prior Experience: Joined Northwestern Mutual as a college intern while playing Division I soccer at the University of North Carolina Wilmington (UNCW).
• Passionate About: Ryan enjoys spending time with family, playing soccer and golf, and surfing whenever he can.

Sean Carano – Financial Advisor:

• Time with NM: 1 year
• Prior Experience: Retired Lieutenant Colonel with Marine Special Operations Command (MARSOC), bringing years of leadership and service experience.
• Passionate About: Sean is devoted to family, travel, fitness, and helping other veterans successfully transition into civilian life and careers.

Key Responsibilities:

• Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
• Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
• Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
• Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
• Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.

Position 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

Qualifications:

• Education: A bachelor's degree is preferred.
• Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
• Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
• Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Brian Cox is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.