Client Advisor with Military Background
hace 1 día
Boca Raton
Job DescriptionBenefits: • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Click the link below to hear Robert Novanty's inspiring journey from serving with the US Marines to a successful career in civilian life at Northwestern Mutual: 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 policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Our thriving office is located at: 1515 S Federal Highway, Suite 208 Boca Raton, FL 33432 Meet Our Team: Irene Barish, Managing Director and Financial Advisor: • Time with NM: Since 2019, • Previous experience: Pediatric Intensive Care Unit Registered Nurse, with a strong background in critical decision-making, advocacy, and family care., • Passionate about: Spending time with her family, including her husband, a Fort Lauderdale firefighter and veteran, and their two sons, ice hockey and cheering on the Florida Panthers; hosting Sunday dinners with her entire family.Michael Velez, Growth Development Director:, • Time with NM: Since 2018, • Previous experience: Led teams in the call center industry, building a strong foundation in leadership, performance development, and team growth., • Passionate about: Helping others professionally and within the community; serving on the board of Florida Atlantic University; educating and empowering the Spanish community on financial options and financial freedom; prioritizing wellness through breathwork, sauna, and cold plunges; enjoying soccer (especially Real Madrid), tennis, and pickleball; married with two children.Caleb Posey, CFP, Financial Advisor:, • Time with NM: 4.5 years, • Previous experience: Accounting background, including auditing regional healthcare entities and prior experience in tax preparation., • Passionate about: Spending time with family and his girlfriend, Lia; staying active through pickleball; traveling locally and internationally; exploring new restaurants; spending time on or near the water; catching up on the latest TV series; training for the Lunar New Year Half Marathon in Biscayne Bay; watching Florida Panthers hockey, Miami Heat basketball, and playoff football. Francois Truong, Growth Development Director:, • Time with NM: 4 years, • Previous experience: Director of Player Development at Hard Rock Hotel and Casino, managing relationships with high-value clients and leading the Asian Marketing team to enhance client experience and market growth; ventures in real estate fix-and-flips and the fitness apparel industry., • Passionate about: Spending quality time with family through cooking, outings, and actively participating in his childrens sports practices; maintaining a healthy lifestyle through fitness and gym routines; exploring new culinary experiences and cooking new dishes.Craig Jay McLane, CFP, ChFC, CLTC, Wealth Management Advisor and Growth and Development Director:, • Time with NM: 9 years, • Previous experience: Joined Northwestern Mutual after graduating from the College of William and Mary, where he played collegiate baseball., • Client Assessment: Evaluate clients' financial needs and goals to recommend appropriate insurance products., • Customized Solutions: Develop personalized insurance plans that align with clients' long-term financial strategies., • Relationship Building: Establish and maintain strong relationships with clients, offering continuous support and advice as their needs evolve., • Product Knowledge: Stay informed about the latest insurance products and industry trends to provide clients with the best options available., • Compliance and Ethics: Ensure all recommendations and sales comply with company policies and regulatory requirements, maintaining the highest ethical standards.What Our Representatives Value:, • 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.Candidate Characteristics:, • Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators., • People who prioritize understanding the "who, why, and how" behind actions more than just the "what.", • Savvy communicators who find joy in simplifying complex decisions for others., • Generous souls who gladly treat others without hesitation., • Ambitious thinkers who embrace boundless opportunities and possibilities., • Advocates for teamwork and cooperation, where everyone contributes equally., • Passionate about their work, yet approachable and good-natured in their demeanor.Benefits:, • Strong Earnings Potential: Combining first year income and unlimited upside., • Significant bonus opportunity commensurate with outcomes., • Dental insurance., • Health insurance., • Life insurance., • Retirement plan including a company-funded pension and PFGF (our version of a profit-sharing 401(k)), • Vision insurance.Education:, • Bachelor's Degree (preferred) Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Irene Barish is a Managing Director for NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.