What are the responsibilities and job description for the Financial Specialist with Pharma Experience position at Tri-Harbor Financial Group of Greater Boston?
Benefits:
Transition Your Pharma/Medical Expertise into Financial Services!
Sarah Adams, Managing Director:
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies, with a unique culture deeply dedicated to helping people achieve financial security.
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 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 stages—whether it’s planning for college, retirement, or medical expenses—while 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.
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.
- 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).
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies, with a unique culture deeply dedicated to helping people achieve financial security.
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.
