Financial Advisor with Healthcare Background

Job Description

Job Description

Benefits :

Retirement

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 - Central Iowa!

Leverage Your Healthcare Background for a Rewarding Career :

• Build Direct Client Relationships : Professionals from healthcare 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 its 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 lifes 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.

Meet Our Leaders :

Jeff Byrn Managing Partner :

• Time with NM : Started as an intern in December 2005.
• Prior Experience : Started with NM early in his career.
• Passionate About : A dedicated sports fan of many college and professional teams. Outside the office, Jeff is usually coaching or cheering for one of his three kids sports activities. When hes not on the sidelines, hes working on his second career as a future senior professional golfer.

Logan Molina Financial Representative :

• Time with NM : Started as an intern in May 2014.
• Prior Experience : Studied Liberal Arts.
• Passionate About : Enjoys spending time with family, playing golf, watching and playing all things sports, as well as movies and food.

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.

Qualifications :

• Education : A bachelor's degree is highly preferred, but not required.
• 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).

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

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

Flexible work from home options available.