What are the responsibilities and job description for the Field Advisor with Real Estate Background position at Tri-Harbor Financial Group of Greater Boston?
Benefits:
Transition Your Real Estate Experience to Financial Services with Northwestern Mutual! Are you a residential or commercial real estate agent interested in exploring a new career path? Tri-Harbor Financial Group of Greater Boston invites real estate professionals to consider how their skills and experiences could align with a career in financial services as a Financial Representative, offering new opportunities for growth, income potential, and professional impact. Here is why many in the Real Estate industry consider a successful transition:
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: https://youtu.be/tar1BSa7Gaw
Tri-Harbor Financial Group of Greater Boston is deeply committed to making a positive impact in the community by passionately supporting three remarkable charities. Through our dedicated efforts, we strive to uplift and empower those in need.
Sarah Adams, Managing Director:
As a Financial Advisor, you will guide clients toward achieving their financial goals by providing personalized and comprehensive financial planning solutions. Your role involves engaging with clients to understand their unique aspirations and concerns, developing strategies that include investments, insurance, and retirement planning, and recommending tailored insurance solutions to safeguard their assets and income. You will also provide ongoing support by monitoring financial plans, offering updates, and making necessary adjustments to align with clients’ evolving needs. Additionally, you’ll grow your client base through networking, community involvement, and referrals, building lasting relationships that drive success for both you and your clients.
Qualifications:
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Sarah Adams is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Transition Your Real Estate Experience to Financial Services with Northwestern Mutual! Are you a residential or commercial real estate agent interested in exploring a new career path? Tri-Harbor Financial Group of Greater Boston invites real estate professionals to consider how their skills and experiences could align with a career in financial services as a Financial Representative, offering new opportunities for growth, income potential, and professional impact. Here is why many in the Real Estate industry consider a successful transition:
- Endurance and Dedication Translate Well: Your success in real estate demonstrates the endurance and dedication required to thrive in a demanding market, which align well with a career in financial services.
- Building Meaningful Client Relationships: Real estate transactions may be one-time events, but financial services provide the opportunity to work with clients throughout their lives, addressing needs such as saving for college, planning for retirement, or buying a home.
- Leverage Your Expertise and Network: Your skills and professional connections from real estate can help you guide individuals toward achieving their financial goals.
- Career Growth Opportunities: Explore a career path that allows you to continue helping others while developing your professional skills.
- Comprehensive Training and Licensing Support: We offer training and licensure opportunities to equip you with the tools and knowledge needed for success in financial services.
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: https://youtu.be/tar1BSa7Gaw
Tri-Harbor Financial Group of Greater Boston is deeply committed to making a positive impact in the community by passionately supporting three remarkable charities. Through our dedicated efforts, we strive to uplift and empower those in need.
- Alex’s Lemonade Stand Foundation: Supports childhood cancer research and families affected by it through fundraising and awareness campaigns.
- 22 Mohawks: Prevents veteran suicide by fostering community, support networks, and promoting mental health resources.
- Habitat for Humanity: Builds affordable housing to empower families and strengthen communities through volunteer-driven construction projects.
Sarah Adams, Managing Director:
- How long with NM? 17 years
- Previous job/career/business experience? Came to Northwestern Mutual right out of college after graduating from Bryant University with a degree in Finance.
- Passionate about outside of business? Spending time with her niece and nephew, helping people create a life that’s meaningful to them, helping to advance women in business.
- How long with NM? 7 years
- Previous job/career/business experience? Internship with Northwestern Mutual during college and then joined as a full-time representative after graduating from Saint Anselm College with a degree in Finance and Business Management.
- Passionate about outside of business? College soccer player, passionate about traveling and spending time with her family, especially her husband Griffin and newborn Penelope.
- How long with NM? 5 years
- Previous job/career/business experience? Technical Recruiter at John Galt Staffing after graduating from Merrimack College with Bachelor and Master degrees in Exercise Science.
- Passionate about outside of business? D1 lacrosse player, now coaching at St. John Prep, passionate about coaching others in business and on the field and loves spending time with his wife Mikayla and his family on the Jersey Shore.
- How long with NM? 4 years
- Previous job/career/business experience? VP at Robert Half, legal recruiting, graduated from Bridgewater State University with a degree in English.
- Passionate about outside of business? Her 2 kids, Petra and Axel, traveling, and being involved with her church on the South Shore.
As a Financial Advisor, you will guide clients toward achieving their financial goals by providing personalized and comprehensive financial planning solutions. Your role involves engaging with clients to understand their unique aspirations and concerns, developing strategies that include investments, insurance, and retirement planning, and recommending tailored insurance solutions to safeguard their assets and income. You will also provide ongoing support by monitoring financial plans, offering updates, and making necessary adjustments to align with clients’ evolving needs. Additionally, you’ll grow your client base through networking, community involvement, and referrals, building lasting relationships that drive success for both you and your clients.
Qualifications:
- 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).
- 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
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Sarah Adams is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
