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DeMarzo Offices - Northwestern Mutual
Rockland, MA | Full Time
$61k-79k (estimate)
2 Months Ago
Group 1 Automotive
Rockland, MA | Full Time
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DeMarzo Offices - Northwestern Mutual
Rockland, MA | Full Time
$91k-129k (estimate)
5 Months Ago
DeMarzo Offices - Northwestern Mutual
Rockland, MA | Full Time
$74k-92k (estimate)
1 Month Ago
Group 1 Automotive
Rockland, MA | Full Time
$66k-88k (estimate)
1 Week Ago
Client advisor
$61k-79k (estimate)
Full Time 2 Months Ago
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DeMarzo Offices - Northwestern Mutual is Hiring a Client advisor Near Rockland, MA

Benefits :

  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Tuition assistance
  • Vision insurance

Northwestern Mutual - Boston aims to be the pre-eminent financial security firm, consistently focusing on one ambition : to have a meaningful impact on our clients, our communities, our financial professionals, and our team members that will collectively create a legacy for future generations.

Our Boston office is growing by leaps and bounds and looking to add the next leader to our team.

MEET OUR LOCAL LEADERS, THE HEARTBEAT OF OUR SUCCESS :

Danielle Owen : Financial Advisor

  • Prior Experience : Danielle spent over a decade as an environmental engineer before joining Northwestern Mutual. Seeking greater autonomy and equal treatment regardless of gender, she found a welcoming environment within the company.
  • Time with the Local Team : 3 years.

Noah Jones : Financial Advisor

Previous Role : Having worked in the financial industry at various firms, he sought a place where he could make a difference in the African American marketplace.

Desiring a home where leadership values collaboration and listens to advisors, he found his fit.

  • Time with Local Team : Approximately 2 years.
  • Outside of Work : Noah's passions include being a dedicated father to his two boys and a loving husband. He has a deep love for sports, particularly basketball, and brings his college football experiences into his leisure time.

Noah also enjoys exploring the culinary world as a self-proclaimed foodie.

About Boston Native, Jay DeMarzo, Boston Office Managing Director : With a passion for financial planning and a commitment to personal and professional growth, Jay DeMarzo has become a prominent figure in the industry.

Since joining Northwestern Mutual, Jay has embraced the opportunity to foster innovation and challenge conventional thinking.

Dissatisfied with the cultural and performance direction of prior affiliations, he sought a dynamic environment where new ideas were not only welcomed but expected and found a home at Northwestern Mutual.

Jay's dedication to his clients and team members goes beyond professional advice; he and his wife, Abby, actively practice the financial principles they advocate.

Married since 2009, Jay and Abby, a small business owner with a mental health counseling practice in Hanover, embody a holistic approach to life.

They navigate the parenting journey with their two boys, William and Benjamin, both avid year-round baseball players, with William also excelling in cross country and track.

Their French Bulldog, Pogey, completes the family picture.

Away from the world of finance, the DeMarzos find joy in an array of activities, from hiking and skiing to fishing and beach outings.

Their commitment to community and church involvement, coupled with a shared love for reading, paints a vibrant portrait of a family deeply engaged in both professional and personal spheres.

Through hard work and a penchant for innovation, Jay aims to not only succeed but also to find fulfillment and enjoyment in every aspect of life.

Follow this link to learn more about Jay and his growing practice : https : / / www.northwesternmutual.com / financial / advisor / jason-demarzo /

A Glance at Northwestern Mutual

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.

What sets us apart :

  • Unsurpassed financial strength*
  • A long-term approach to planning
  • Personal guidance from financial professionals
  • A robust digital experience

Our Unique Angle : Meticulous Training and Development

We distinguish ourselves by prioritizing a meticulous focus on the process, ensuring sustainable business practices and a predictable high-activity approach, setting us apart from an industry often fixated on end results.

A glimpse at some of the structured training and development we provide our team members :

  • Weekly Performance Coaching : Get guidance on key behaviors for building clientele and achieving your vision, focusing on effort, mindset, and skill set improvement.
  • Weekly RAIN Meeting (Recognition, Accountability, Inspiration, New Learning) : Recognize achievements, uphold accountability, find inspiration, and gain new insights through feedback and observation.
  • Bi-weekly BUMP Meeting (Business Management and Planning) : Collaborate with Business Operations Support to review pending cases and discuss best practices.
  • Weekly Skill Build : Interactively build essential skills with our Managing Director, Jay DeMarzo, focusing on language mastery and sales cycle best practices.

Why Our Representatives Love Northwestern Mutual

  • Potential for abundant, consistent, and predictable results.
  • A collaborative, high-support team environment, fostering growth and camaraderie.
  • Full business development process training and support for seamless operations.
  • Proven operational systems and cutting-edge technology for enhanced agent efficiency.
  • Achieving high performance while maintaining a great quality of life.
  • A company experiencing rapid growth, offering leadership opportunities for top performers.

Qualities We Seek in a Candidate :

We seek individuals who resonate with our values and vision. Here's who we're looking for :

  • Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators.
  • Achievers who celebrate accomplishments with a balanced and positive mindset.
  • People who prioritize understanding the "who, why, and how" behind actions more than just the "what."
  • Professionals dedicated to mastering their craft and excelling in their field.
  • Savvy communicators who find joy in simplifying complex decisions for others.
  • Emerging leaders and team players, equally adept at leading and collaborating.
  • Generous souls who gladly treat others without hesitation.
  • Ambitious thinkers who embrace boundless opportunities and possibilities.
  • Fearless individuals, unafraid of public setbacks as they embrace personal growth.
  • Open-minded and receptive, eager to learn and be coached regardless of their experience level.
  • Forward-thinkers who balance long-term vision with outstanding short-term performance.
  • Advocates for teamwork and cooperation, where everyone contributes equally.
  • Passionate about their work, yet approachable and good-natured in their demeanor.

If these qualities describe you, then Northwestern Mutual - Boston might just be your perfect fit. We are looking to bring on the right individual to join our team and help expand our broader service offering, with an emphasis on growing our insurance and financial services portfolios.

Prior insurance or financial services experience is not required. Join us on this exciting journey, where we take insurance and financial services to a whole new level of excitement and fulfillment.

Benefits :

  • Significant bonus opportunity commiserate with outcomes
  • Dental insurance
  • Health insurance
  • Life insurance
  • Retirement plan
  • Tuition reimbursement
  • Vision insurance

Education :

  • Bachelor's Degree
  • Last updated : 2024-05-18

Job Summary

JOB TYPE

Full Time

SALARY

$61k-79k (estimate)

POST DATE

04/29/2024

EXPIRATION DATE

06/07/2024

Show more

DeMarzo Offices - Northwestern Mutual
Full Time
$67k-84k (estimate)
1 Week Ago
DeMarzo Offices - Northwestern Mutual
Full Time
$112k-143k (estimate)
2 Weeks Ago

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The following is the career advancement route for Client advisor positions, which can be used as a reference in future career path planning. As a Client advisor, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client advisor. You can explore the career advancement for a Client advisor below and select your interested title to get hiring information.

If you are interested in becoming a Client Advisor, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Advisor for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Client Advisor jobs

A financial advisor can also be a financial planner or provide financial planning as part of their repertoire of services.

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Providing excellent customer service and developed long-standing client relationships with repeat business.

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Client advisots must be excellent communicators capable of leading a team.

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Step 3: View the best colleges and universities for Client Advisor.

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