Financial Representative with Military Experience

Are you a veteran with an unwavering sense of mission? Do you excel in navigating challenges and striving for excellence both in your military service and civilian career?

Tri-Harbor Financial Group of Northwestern Mutual is seeking to onboard a new Insurance Consultant to our team. We are a united group of determined, ambitious professionals, eager to make a difference in people’s lives as we accelerate the growth of our district office.

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 : https : / / careers.

northwesternmutual.com / field-careers / military /

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 policyowners not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies, with a unique culture deeply dedicated to helping people achieve financial security.

What sets us apart :

• Unsurpassed financial strength*
• A long-term approach to planning
• Personal guidance from financial professionals
• A robust digital experience

The Backbone of Our Success : Meet Our Local & Passionate Leaders

Sarah Adams, Managing Director :

• How long with NM? 17 years
• Previous job / career / business experience? Came to Northwestern Mutual right out of college after graduating from Bryant University with a degree in Finance.
• Passionate about outside of business? Spending time with her niece and nephew, helping people create a life that’s meaningful to them, helping to advance women in business.

Gabi Siegel, Growth & Development Director, Wealth Management Advisor :

• How long with NM? 7 years
• Previous job / career / business experience? Internship with Northwestern Mutual during college and then joined as a full-time representative after graduating from Saint Anselm College with a degree in Finance and Business Management.
• Passionate about outside of business? College soccer player, passionate about traveling and spending time with her family, especially her husband Griffin and newborn Penelope.

Max Allen, Growth & Development Director, Wealth Management Advisor :

• How long with NM? 5 years
• Previous job / career / business experience? Technical Recruiter at John Galt Staffing after graduating from Merrimack College with Bachelor and Master degrees in Exercise Science.
• Passionate about outside of business? D1 lacrosse player, now coaching at St. John Prep, passionate about coaching others in business and on the field and loves spending time with his wife Mikayla and his family on the Jersey Shore.

Julie Linehan, Financial Advisor :

• How long with NM? 4 years
• Previous job / career / business experience? VP at Robert Half, legal recruiting, graduated from Bridgewater State University with a degree in English.
• Passionate about outside of business? Her 2 kids, Petra and Axel, traveling, and being involved with her church on the South Shore.

Position Overview :

As a Financial Representative you will play a critical role in helping clients secure their financial futures through comprehensive insurance solutions.

Your responsibilities will include :

• 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.

Why Our Representatives Thrive :

• 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 with no ceiling.
• Significant bonus opportunity commiserate with outcomes.
• Dental insurance.
• Health insurance.
• Life insurance.
• Retirement plan.
• Vision insurance.

Education :

Bachelor's Degree (preferred)

If these qualities describe you, then our office might just be your perfect fit. We are looking to bring on the right individual to join our team and help expand our broader service offering, with an emphasis on growing our insurance and financial services portfolios.

Prior insurance or financial services experience is not required.

This position offers flexibility, but we're seeking individuals who are open to in-person training and eager to be an active part of our daily and weekly office culture, contributing to our team synergy and vibrant work environment.

Join us on this exciting journey, where we take insurance and financial services to a whole new level of excitement and fulfillment.

Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company as of the most recent review and report by each rating agency.

Ratings are as of 6 / 23 (Moody's Investors Service), 8 / 23 (A.M. Best Company), 8 / 23 (Fitch Ratings) and 5 / 23 (S&P Global Ratings).

Ratings are subject to change.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI.

Sarah Adams is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries.

Flexible work from home options available.