What are the responsibilities and job description for the Financial Advisor with Business Development Focus position at Northwestern Mutual - Fairfield County?
Benefits:
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Transition Your Business Development Skills into a Career in Financial Services Northwestern Mutual of Fairfield County!
Your ability to build relationships, understand client needs, and deliver tailored solutions could make you an ideal fit for a rewarding career in financial services. We are seeking business development and client-facing professionals with backgrounds in industries such as insurance, auto, advertising, pharmaceuticals, medical equipment, logistics, real estate, industrial equipment, or media.
- Leverage Your Client-Facing Expertise: Your background in business development or consulting has given you strong communication and negotiation skills. In financial services, you could use those same strengths to educate clients, guide decision-making, and build long-term trust.
- Build Meaningful Relationships: Just as you’ve cultivated strong client partnerships in your previous roles, this career could offer the opportunity to create lifelong connections while supporting clients through every stage of their financial journey.
- See the Impact of Your Work: In business development, you’ve helped organizations and individuals achieve growth. In this role, you could see the direct impact of your guidance as families and communities gain lasting financial security.
- Unlock Unlimited Earning Potential: A career in financial services could provide significant earning opportunities, along with a clear path for professional growth and leadership.
Our thriving offices are located:
- Stamford Network Office: 333 Ludlow Street, Suite 6 Stamford, CT 06902
- Westport District Office: 274 Riverside Ave, Suite 4 Westport, CT 06880
- Fairfield District Office: 1 Eliot Place, Suite 200 Fairfield, CT 06824
Meet Our Local Team:
Alex Beilin - Managing Partner:
- Time with NM: Been with NM for 30 years.
- Previous experience: Worked at TGI Fridays during college, excelling in customer service and seasonal sales.
- Passionate about: Spending time with his wife Leslie and son Luca, traveling, sports, and exploring different cultures, as well as faith development.
Louis Pietig - Managing Director, Fairfield District Office:
- Time with NM: Been with NM for 7 years.
- Previous experience: Financial services wholesaler at Horizon Kinetics and Cohen & Steers, then financial advisor at Wells Fargo Advisors.
- Passionate about: Family, community service, and travel. He has 3 sons and actively gives back to the community.
Andrew Kalinowski - Managing Director, Westport District Office:
- Time with NM: Been with NM for 10 years, including an internship.
- Previous experience: Held jobs at a car wash and as a bus boy/dishwasher in high school.
- Passionate about: Golf, snowboarding, scuba diving, and Boston sports, especially football (Patriots) and hockey (Bruins).
About the Role: At Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key Responsibilities:
- 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.
Qualifications:
- Education: A bachelor's degree is preferred.
- Experience: Previous experience in financial services, insurance, or business development is beneficial but 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).
Benefits:
- Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
- Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
- Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
- Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
- Retirement Benefits: Company-funded pension and contributions to PFGF—our version of a profit-sharing retirement plan designed to support your long-term financial future.
- Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Alex Beilin is a Managing Partner of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Salary : $80,500 - $95,000