Financial Advisor with Healthcare Background

Transition Your Healthcare Expertise into Financial Services with Northwestern Mutual – Greenwood Village! Benefits Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance About the Location Our thriving office is located at: 7800 E. Orchard Rd. Ste 200., Greenwood Village, CO 80111 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). Day in the Life of a Northwestern Mutual Advisor: Northwestern Mutual – Greenwood Village #J-18808-Ljbffr Northwestern Mutual - Greenwood Village