What are the responsibilities and job description for the Financial Planner with Healthcare Background position at Northwestern Mutual - Greensboro?
Benefits:
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Transition Your Healthcare Expertise into Financial Services with Northwestern Mutual - Greensboro!
Leverage Your Healthcare Background for a Rewarding Career:
- Build Direct Client Relationships: Professionals from healthcare are drawn to financial services because it allows them to work directly with clients, offering personalized advice rather than working through intermediaries.
- Make a Meaningful Impact: Use your knowledge and experience in healthcare to guide clients through critical life stages. Whether it’s helping individuals plan for medical expenses, retirement, or higher education, your insights can help clients secure their financial futures and improve their lives.
- Unlimited Growth Potential: As healthcare professionals understand the complexities of life’s important decisions, they know that each life stage brings new financial planning needs. Your ambition, dedication, and expertise will determine how far you can go in this fulfilling career.
- A Rewarding Career Path: Transition to a career where you can build long-term relationships, create meaningful outcomes for your clients, and make a lasting impact, all while using your healthcare expertise to navigate the financial landscape.
Our thriving office is located at: 333 N. Greene Street, Suite 400, Greensboro, NC 27401
Meet Our Leaders:
Jeff Jackman, Wealth Management Advisor & Growth & Development Director:
- How long with NM? 10 years
- Previous experience? Formerly in the golf business, selling and fitting golf clubs since college.
- Passionate about? Enthusiastic about spending time with his 1-year-old daughter, grilling BBQ, avid golfer, snowboarding, Pittsburgh sports fan, and enjoys personal development and psychology.
Kristin Kling, Financial Advisor:
- How long with NM? 10 years
- Previous experience? Worked at American Express, Wells Fargo, and Lincoln Financial in both call center and banking roles.
- Passionate about? Empowering women in business, exploring new cities and restaurants, baking, musical theater, and connecting people.
Megan Parker, Director of Selection & Recruitment:
- How long with NM? 2 years
- Previous experience? Worked in conferencing, event planning, sales, talent acquisition, and career services in higher education for 9 years.
- Passionate about? Traveling, live music, college basketball & football (Go Deacs!), musical theater, club pilates, volunteering in the community, and gardening.
M. Scott Henegar, Managing Director:
- How long with NM? 29 years (14 as an Advisor, 15 as Managing Director)
- Previous experience? Resort consulting, snow ski instructor, river guide.
- Passionate about? Family, fly fishing, piloting single-engine airplanes, golf, and traveling with family to Europe and the islands.
About Us: At Northwestern Mutual – Greensboro, we’re driven by a bold vision for growth and excellence in financial planning. By 2026, we aim to lead the industry in new client acquisition and revenue, guided by our diverse team of 30 dedicated financial advisors. We foster an inclusive, supportive environment focused on mentorship and continuous professional development. Committed to our community, we proudly support organizations like UNCG Athletics and Alex’s Lemonade Stand to make a positive local impact.
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 highly preferred, but not required.
- 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).
Position Perks:
- 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. Scott Henegar is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Salary : $76,000 - $98,000