Financial Advisor with Healthcare Background

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 Northwestern Mutual of Fairfield County!Leverage Your Healthcare Background for a Rewarding Career: ●Build Direct Client Relationships: Professionals from healthcare, whether it's pharma, medical, or clinical roles, 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 could 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 could 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 tonavigate the financial landscape. Our thriving offices are located:● Stamford Network Office: 333 Ludlow Street, Suite 6 Stamford, CT 06902● Westport District Office: 274 Riverside Ave, Suite 4 Westport, CT 06880● Fairfield District Office: 1 Eliot Place, Suite 200 Fairfield, CT 06824 Meet Our Local Team: Alex Beilin - Managing Partner● How long with NM? Been with NM for 30 years.● Previous experience? Worked at TGI Fridays during college, excelling in customer service and seasonal sales.● Passionate about? Spending time with his wife Leslie and son Luca, traveling, sports, and exploring differentcultures, as well as faith development. Louis Pietig - Managing Director, Fairfield District Office● How long with NM? Been with NM for 7 years.● Previous experience? Financial services wholesaler at Horizon Kinetics and Cohen & Steers, then financial advisor at Wells Fargo Advisors.● Passionate about? Family, community service, and travel. He has 3 sons and actively gives back to the community. Andrew Kalinowski - Managing Director, Westport District Office● How long with NM? Been with NM for 10 years, including an internship.● Previous experience? Held jobs at a car wash and as a bus boy/dishwasher in high school.● Passionate about? Golf, snowboarding, scuba diving, and Boston sports, especially football (Patriots) and hockey (Bruins). 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 recognitionQualifications:● 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. Alex Beilin is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.

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