What are the responsibilities and job description for the Business Specialist with Pharma Background position at Northwestern Mutual - Greater Madison?
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? Since August 2020.
- Previous experience? Banking and retail.
- Passionate about? Spending time with his wife and daughter, reviewing movies, collecting trading cards, and following sports,
- How long with NM? Less than 1 year.
- Previous experience? Pre-college advisor for a college prep program.
- Passionate about? Traveling, trying new experiences, attending theater, and spending time with his partner.
- How long with NM? 7 years.
- Previous experience? Intern at NM and pizza delivery driver during college.
- Passionate about? Family, fitness, sports (Packers, Badgers, Bucks), and music, with two years of music school experience in Nashville.
- How long with NM? 24 years.
- Previous experience? Junior high teacher and litigation attorney.
- Passionate about? Family, hockey, visiting NHL arenas, working out, baking, and helping families avoid financial hardship through proper planning.
- How long with NM? Started September, 2023.
- Previous experience? Army medic for 16 years and office manager at a dental office.
- Passionate about? Family, live music, camping, snowboarding, gaming, guitar, and board games.
- 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 Some of Our Local Leaders, the Heartbeat of Our Business :
Tanner Hahn - Financial Representative
Elijah Holmes - Financial Representative
William Jordan - Financial Advisor
Sandy Botcher - Managing Partner
Michael Ciske - Financial Representative
Position Perks :
Key Responsibilities of a Financial Advisor :
Qualifications :
About Us : At Northwestern Mutual of Greater Madison, we are a growing team passionate about building strong future leaders who share our mission to empower individuals to live their life by design. In addition to supporting clients, we are deeply committed to giving back to the community through partnerships with Alexs Lemonade Stand Foundation and the Carbone Cancer Research Center. If you're driven, community-focused, and looking to grow within a dynamic and supportive environment, wed love to meet with you!
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Sandy Botcher is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
