What are the responsibilities and job description for the Business Specialist with Pharma Background position at Northwestern Mutual - Greater Monmouth County?
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? 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 Mens 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.
- 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).
- Ability to commute to our main office on a regular basis.
Meet Our People :
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 :
Position Perks :
Key Responsibilities of a Financial Advisor :
Qualifications :
About Us : At Northwestern Mutual Greater Monmouth County, we are dedicated to helping clients achieve lasting financial security. Rooted in the power of human connectivity and a holistic planning approach, we provide exclusive access to Northwestern Mutuals industry-leading products and services. Our Red Bank office is home to the #1 New Advisor in the Country for 2024 and consistently ranks among the top nationwide, with advisors frequently placing in the top 50 of their class within their first five years.
Our culture is built on personal and professional growth, accountability, and an unwavering commitment to ethical excellence. We prioritize team development, offering ample opportunities for advancement while ensuring compliance and mission-driven service remain at our core. More than just a firm, we are a united team dedicated to helping clients and colleagues alike spend their lives living.
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.
