What are the responsibilities and job description for the Financial Planner Seeking Athletes position at Northwestern Mutual - Greater Monmouth County?
Join the Winning Team at Northwestern Mutual (NM) - Greater Monmouth County!
Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial Planner with Northwestern Mutual - Greater Monmouth County!
Why Current and Former Athletes Thrive Here :
We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Here’s why athletes thrive with us :
- Teamwork and Collaboration : Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients.
- Resilience and Determination : Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career.
- Goal-Oriented Mindset : The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives.
- Discipline and Time Management : Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity.
- Competitive Spirit : The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients.
- How long with NM? Has worked with NM for 17 years.
- Prior Experience? Mark graduated from Brown University where he was a D1 wrestler. He also interned with NM before starting his career with the company.
- Passionate About? Mark loves spending time with his wife Andrea and his children Rocca and Izzy. He enjoys the sport of wrestling, the jersey shore, and traveling as well.
- How long with NM? Has worked with NM for 22 years.
- Prior Experience? She graduated from Villanova University.
- Passionate About? Marissa spends 50% of her time being a mom of 3 kiddos while still being a top producer nationally. She also enjoys coaching her children, working out, being involved in her community, and recently picking up tennis.
- How long with NM? Has worked with NM for 14 years.
- Prior Experience? Sagar was the founder of his fraternity and graduated from Bryant University. He was also an intern with NM.
- Passionate About? Sagar loves spending time with his wife Henna, playing pickleball, and being involved in his community.
- How long with NM? Has worked with NM for 7 years.
- Prior Experience? Former PGA Athlete.
- Passionate About? Ryan enjoys playing golf, spending time with his wife Kristen, and hosting office Taco Tuesdays.
- How long with NM? Has worked with NM for 6 years.
- Prior Experience? He graduated from Stockton University and was an intern with NM before beginning his career with the company.
- Passionate About? Julian enjoys cars and participating in high adrenaline activities like skydiving and racing.
- How long with NM? Has worked with NM for 2 years.
- Prior Experience? Kevin graduated from Rider University and was formerly a D1 Men’s Basketball Coach.
- Passionate About? Kevin loves spending time with his wife Jaclyn and two sons, Derek and Tyler. Kevin also loves their dog Chase and Philly sports.
Meet some of our local team, many who have excelled in athletics :
Mark Savino - Managing Director :
Marissa Williams - Wealth Management Advisor :
Sagar Shah - Financial Planner :
Ryan Hengerer - Financial Advisor :
Julian Palermo - Financial Advisor :
Kevin Noon - Financial Advisor :
Key Responsibilities : As a Financial Planner, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations.
Qualifications : We strongly prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered. The ability to commute to our main office on a regular basis will be expected.
Benefits : You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Mark Savino is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Salary : $83,000 - $119,000
