Financial Advisor with Healthcare Background

Job Description

Job Description

Benefits :

Retirement

Company parties

Flexible schedule

Opportunity for advancement

Training & development

Dental insurance

Health insurance

Vision insurance

Transition Your Healthcare Expertise into Financial Services with the Funk Group - Northwestern Mutual!

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 :

Mark Funk - Managing Director :

• How long with NM? 26 years
• Prior Experience? Started with Northwestern Mutual in college as an intern while pursuing his finance degree.
• Passionate About? He and his wife love to travel and spend time with their family at their properties in Montana and Florida. Mark also enjoys playing golf and hunting at his cabin in Northeast Iowa.

Nick Jans - Wealth Management Advisor :

• How long with NM? 2 years as an intern and 11.5 years full-time
• Prior Experience? Studied Business at UNI and worked at Scheels.
• Passionate About? Nicks central focus outside of work is his family life he and his wife Kelly have been married almost 10 years, and they have three kids : Talon (5), Brooks (3), and Navy (1). He is also very passionate about bow hunting, land management, and fly fishing. Nick enjoys anything outdoors.

Eric Sikkema - Wealth Management Advisor :

• How long with NM? 12.5 years with Northwestern Mutual
• Prior Experience? Worked for a golf course before joining Northwestern Mutual.
• Passionate About? Eric enjoys travel, spending quality family time, participating in sports, and golfing.

Owen Ward - Certified Financial Planner :

• How long with NM? 7 years
• Prior Experience? Started his career right out of college.
• Passionate About? Owen is passionate about spending time with his family, traveling, and cheering on the Hawkeyes.

Ally Dana - Development Director :

• How long with NM? Almost 10 years!
• Prior Experience? I graduated from UNI in Leisure Services and interviewed with NM my senior year, despite no prior financial services experience. After learning more about the company, I joined NM the Monday after graduation.
• Passionate About? I enjoy spending time with my husband, daughter, and dogs, practicing barre / pilates / yoga, being outdoors, and traveling.

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. Mark Funk is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.