What are the responsibilities and job description for the Outside Representative with Pharma Background position at Wolfe District of Northwestern Mutual?
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? 7 years.
- Previous experience? Specializes in working with women in tech, medical professionals, and business owners, holding certifications such as CFP and ChFC.
- Passionate about? Loves weekends at the beach, traveling with her husband, and exploring new cultures and food.
- How long with NM? Over 25 years.
- Previous experience? Founder of Fortify Capital, specializing in working with AM Law 100 attorneys.
- Passionate about : Enjoys traveling, golfing, rooting for the Los Angeles Dodgers, and spending time with his family at the beach.
- How long with NM? Over a decade.
- Previous experience? Founder of Jason Melvin Financial, specializing in holistic financial planning for clients in advertising, marketing, medical, and tech industries.
- Passionate about? Enjoys outdoor activities with family, traveling, mountain biking, surfing, and relaxing at the beach.
- 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 Our People :
Jaqilyn Wolfe, Managing Director / Financial Advisor :
Mike Waxberg, Private Wealth Advisor :
Jason Melvin, Financial Advisor :
Position Perks :
Key Responsibilities of a Financial Representative :
Qualifications :
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jaqilyn Wolfe is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
