Financial Advisor with Healthcare Background
About The Position
Transition your healthcare expertise into financial services with the Lawhon Network of Northwestern Mutual. In this role, you will be part of a team that helps individuals and businesses achieve financial goals through personalized insurance solutions and financial planning. You will build long-term client relationships, understand clients’ unique needs, and provide tailored financial solutions. The role emphasizes direct client relationships, helping people plan for important life stages and financial needs such as medical expenses, retirement, and higher education. It offers growth potential shaped by your ambition, dedication, and expertise, along with the opportunity to create meaningful outcomes for clients while drawing on your healthcare background. District offices are located in Fort Lauderdale, Coral Gables, Aventura, Miami, and Naples, Florida. Training and sponsorship are available for required licenses. Compensation includes performance incentives and has no stated ceiling. The organization provides planning-team support, marketing resources, mentorship, and professional development.
Requirements
- Strong interpersonal and communication skills.
- Analytical thinking.
- Ability to build trust and rapport with clients.
- Obtain necessary licenses, such as Series 6, 63, and state insurance licenses; training and sponsorship are available.
Nice To Haves
- A bachelor’s degree is preferred.
- Previous experience in financial services, insurance, or business development is beneficial but not required.
- Healthcare background, including pharma, medical, or clinical experience, is relevant to the career transition described.
Responsibilities
- Engage with clients to understand their financial goals, aspirations, and concerns.
- Develop comprehensive financial plans that include investments, insurance, and retirement.
- Recommend and implement insurance strategies to protect clients’ assets and income.
- Monitor clients’ financial plans, provide regular updates, and adjust strategies as circumstances change.
- Build and maintain a network of clients through referrals, community involvement, and professional associations.
Benefits
- Retirement benefits, including a company-funded pension and contributions to PFGF, a profit-sharing retirement plan.
- Performance-based bonus and performance incentives.
- Dental insurance.
- Flexible schedule.
- Health insurance.
- Vision insurance.
- Company parties.
- Opportunity for advancement.
- Training and development.
- Ongoing professional development and sponsorship for advanced certifications.
- Support from a dedicated planning team, marketing resources, and experienced mentors.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
