Business Specialist with Corporate Background

Hlubek District - Northwestern Mutual•Quincy, IL

10h•$78,000 - $96,000•Onsite

About The Position

Transition Your Corporate Background into Financial Services! This role leverages the strategic thinking, problem-solving, client relationship management, data-driven decision-making, and professional discipline developed in corporate environments to excel in personalized financial planning and advising. The position offers the opportunity to build a successful financial practice within a supportive and growth-oriented team.

Requirements

Previous experience in financial services or insurance is not required.
Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Nice To Haves

Corporate professionals are trained to assess complex situations, identify opportunities, and implement strategic solutions—skills that directly translate to personalized financial planning and advising.
Experience in managing internal and external stakeholders equips them to build trust, communicate effectively, and deliver exceptional client service—critical for long-term success in financial services.
Familiarity with metrics, forecasting, and performance analysis helps them confidently guide clients through financial decisions with clarity and confidence.
A structured corporate environment fosters accountability, time management, and goal orientation—traits that support the entrepreneurial nature of building a successful financial practice.

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 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.