What are the responsibilities and job description for the Sales Specialist with Pharma Experience position at Salinas Financial Group?
Job Description
Job Description
Benefits :Join Salinas Financial Group, a growing District within Northwestern Mutual, if you're looking to transition your pharma or medical expertise into the financial services industry, now is the perfect time to make the move.
Why? Many professionals from pharma and medical sales find the field of financial services appealing because it allows them to build direct, personal relationships with clients, rather than working through a middleman. This career shift offers an opportunity to make a meaningful impact by helping individuals navigate crucial life stages, whether its planning for college, retirement, or managing medical expenses, all while positively influencing their financial well-being. The financial services sector also presents unlimited growth potentialeach stage of life presents new financial planning needs, and your ambition and dedication will determine just how far you can go in this rewarding career. By transitioning into financial services, you can contribute your skills to building long-term relationships and achieving meaningful outcomes for your clients.
Meet Managing Director, Devin Salinas : Devin is a seasoned Managing Director with Northwestern Mutual (NM), having joined the firm in 2009 as an intern before transitioning to a full-time Financial Representative in 2010. With a strong academic background in Finance and Economics from Linfield College, Devin quickly distinguished himself as one of the top-producing College Financial Representatives during his internship. His consistent dedication to excellence has earned him a spot as a perennial qualifier for the prestigious Lives Leader Summit since 2012. Devin is particularly passionate about working with entrepreneurs, business owners, and retirement clients, helping them navigate complex financial decisions to secure their futures. Outside of his professional achievements, Devin is a devoted husband and a proud "girl dad." He also leads an active lifestyle, having completed numerous long-distance triathlons, including being recognized as an Ironman All World Athlete and a multi-time USAT All-American.
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
- 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).
Key Responsibilities of a Financial Advisor :
Qualifications :
About Us : Salinas Financial Group is a "people first" organization committed to providing best-in-class integrative financial planning to families and small businesses across the country, with a strong focus on Southern California. Our team of 50 full-time advisors manages over $250 million in client assets and consistently produces $5 million in premium production. Led by a dynamic leadership team, including three Market Leader GDDs, four Field Directors, and two CUDs, we attract 25 full-time advisors and 25 CFRs each year.
As one of the fastest-growing district offices in the company, we take pride in our growth, both in production and recruitment. Recently our office was recognized as the #1 top-performing office in the West, leading in lives, new clients and premium! Our mission is to inspire others to dream courageously and live with purpose, and we actively support our local communities through affinity groups and charitable initiatives such as Alexs Lemonade Stand.
Follow this link to hear why Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual : https : / / youtu.be / 7SlQuS7AOgQ
Our growing office is located : 2800 28th St, Suite #327 Santa Monica CA 90405
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Devin Salinas is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
