Job Description
Job Description
Job Description
Benefits:
- Retirement
- 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 Babitz Financial Group of Northwestern Mutual!
Leverage Your Healthcare Background for a Rewarding Career:
- Build Direct Client Relationships: Professionals from healthcarewhether it's pharma, medical sales, or clinical rolesare 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 its 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 lifes 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.
Meet Our Leaders: Danny Babitz Managing Director: - How long with NM: Joined Northwestern Mutual in June 2008 and has been with the firm for 17 years.
- Prior Experience: Danny began his career with Northwestern Mutual as a college intern and transitioned to a full-time Financial Representative immediately after graduation.
- Passionate About: Danny is passionate about helping people tap into their untapped potential and live more fulfilling lives. Outside of work, he enjoys spending time with his wife, Katelyn, and their two sons. He also loves golfing, traveling, giving back through time and donations, and engaging in personal development.
Andrew F. Babitz, JD, CFP Wealth Management Advisor: - How long with NM: With Northwestern Mutual for 6.5 years.
- Prior Experience: Before joining NM, Andrew spent nine years practicing law as an attorney.
- Passionate About: Andrew values time freedom and is deeply committed to his familyhis wife, Diana, and their three children. He enjoys coaching his kids sports teams, golfing, traveling, and being involved in the community. His ability to prioritize family while having autonomy in his schedule is what fuels his passion for this career.
Tyler West, CFP, ChFC, RICP Financial Advisor: - How long with NM: With Northwestern Mutual for 5 years.
- Prior Experience: Began his career directly off-campus following college graduation.
- Passionate About: Tyler enjoys golfing, traveling, working out, and spending quality time with family. His top motivator is achieving freedom of time and using that freedom to pursue what matters most in life.
Tim OToole, CFP Financial Advisor: - How long with NM: With Northwestern Mutual for 5.5 years.
- Prior Experience: Worked in property management for a large company for 13 years before transitioning to NM.
- Passionate About: Tim is married to Ashton and is an avid dog lover. Hes passionate about sports, traveling, and golfing with his wife. He also cherishes spending time with his extended family, who are spread across the country.
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.
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
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).
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Danny Babitz is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Job Tags
Full time, Internship, Local area, Immediate start, Work from home, Visa sponsorship, Flexible hours,