What are the responsibilities and job description for the Business Specialist with Pharma Background position at Northwestern Mutual - Coastal S.C.?
Job Description
Job Description
Benefits :Transition Your Pharma / Medical Expertise into Financial Services!
- Build Direct Client Relationships : Many professionals in pharma and medical sales find financial services appealing because it allows them to work directly with clients, rather than selling through a middleman.
- Make a Meaningful Impact : Use your expertise to help individuals navigate critical life stageswhether its planning for college, retirement, or medical expenseswhile positively impacting their lives.
- Unlimited Growth Potential : With each stage of life requiring new financial planning, your ambition and dedication determine how far you can go in this career.
- A Rewarding Career Path : Transition to a role where your skills contribute to long-term relationships and meaningful outcomes for your clients.
- How long with NM? 19 years
- Prior Experience? Chrys was a Northwestern Mutual college intern prior to joining the full-time career.
- Passionate About? Chrys is passionate about family, global travel and is a proud girl dad! He has built a career helping others achieve their life by design, not by default!
- How long with NM? 6 years
- Prior Experience? Martim was the Revenue Manager for Easton Porter, a hospitality group located in Downtown Charleston, S.C.
- Passionate About? Martim is passionate about people. He loves hearing about their backgrounds, life stories, goals, and aspirations, and uses finance as a tool to help them achieve those dreams.
- How long with NM? 6 years
- Prior Experience? Spencer was a Northwestern Mutual college intern prior to joining the full-time career. He also earned an NCAA Championship for the Rowing team at The University of Washington during his college career.
- Passionate About? Spencer is passionate about traveling and experiencing different cultures with his wife, Hailey, and their pup, Winnie. He also loves competing in marathons and enjoying great food, delicious wine, and coffee!
- How long with NM? 5 years
- Prior Experience? After playing college golf at Newbury College, Danny played professionally on several mini tours and in nationwide tour events. He later transitioned into a tech sales role in Charleston, S.C., gaining experience in software solutions.
- Passionate About? Danny is passionate about his family and helping clients make strategic financial decisions that will positively impact their lives.
- How long with NM? 3 years
- Prior Experience? Prior to Northwestern Mutual, Kirsten taught high school English.
- Passionate About? Kirsten is passionate about helping people grow, and watching them become confident and excited about their growth. She is passionate about people, generosity, and creating space for fun and laughter both in work and in life!
- How long with NM? 7 years
- Prior Experience? Prior to Northwestern Mutual, Jenny was in the healthcare industry, specializing in pharmaceutical account management. She also has a background in agricultural commodity sales. Jenny is also a former NCAA swimmer from the University of Illinois.
- Passionate About? Jenny is passionate about helping entrepreneurs, sports and entertainment professionals and business owners optimize their dollars by leveraging tax efficient planning!
- 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
- 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.
- Experience : Previous experience in financial services or insurance is 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).
Meet Our People :
Chrys Kanos - Managing Director :
Martim Cohen Growth and Development Director and Financial Advisor :
Spencer Schulz - Financial Advisor :
Daniel Harris - Field Director and Financial Advisor :
Kirsten Bethea - Financial Advisor :
Jenny Phillips Financial Advisor :
Position Perks :
Key Responsibilities of a Financial Advisor :
Qualifications :
About Us : At Northwestern Mutual - Coastal S.C. our mission is to help individuals define and live out their "why" by providing lasting financial security and peace of mind. Our team of 60, including Advisors and Support Staff, values diversity and includes former military personnel and NCAA athletes. We pride ourselves on a culture grounded in courage, commitment, accountability, integrity, and fun. We are passionate about giving back, supporting organizations like Be a Mentor, Habitat for Humanity, Leukemia and Lymphoma Society, and Alexs Lemonade Stand. As a Financial Representative with us, youll be part of a culture focused on personal growth and community impact.
Follow this link to hear why Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual : https : / / youtu.be / 7SlQuS7AOgQ
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Chrys Kanos is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
