Financial Advisor with Healthcare Background
Job Description
Job DescriptionBenefits:
- Retirement
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Transition Your Healthcare Expertise into Financial Services with The Kanos District- Northwestern Mutual, Coastal South Carolina!
Leverage Your Healthcare Background for a Rewarding Career:
- Build Direct Client Relationships: Professionals from healthcare 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 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:
Amanda Hall - Director of Recruitment:
- How long with NM? 3 years
- Prior Experience? Amanda was a Class A PGA Certified Golf Professional at The Ocean Course on Kiawah Island where she oversaw the daily operations at the 5-star championship facility. She assisted in facilitating the 2021 PGA Championship along with 200 other corporate and recreational outings for resort guests. Prior to that, she played Division 1 golf at The University of South Carolina Upstate.
- Passionate About? Amanda is passionate about connecting people to a career with purpose, allowing them to reach their full potential and spend their life LIVING!
Patrick Smith Chief Growth Officer and Financial Advisor:
- How long with NM? 5 years
- Prior Experience? Patrick came to Northwestern with eight years of corporate sales experience, primarily in the professional hockey space where he was responsible for key sponsorship contracts for the South Carolina Stingrays organization. Prior to that, Patrick played collegiate tennis for Kennesaw State University.
- Passionate About? Patricks passions include his family, personal development, giving back to his community and the success and growth of the Northwestern Mutual Coastal S.C. area.
Daniel Harris - Field Director and Financial Advisor:
- How long with NM? 5 years
- Prior Experience? After playing college golf at Newbury College, Danny played professionally on several mini tours as well as on Nationwide Tour events. Following that, he transitioned into a tech sales role in Charleston, S.C and gained experience in software solutions.
- Passionate About? Danny is passionate about his family and helping his clients make strategic financial decisions that will better impact their lives.
Spencer Schulz - Financial Advisor:
- How long with NM? 6 years
- Prior Experience? Spencer was a Northwestern Mutual college Intern prior to joining the full-time career. During his college career, Spencer earned an NCAA Championship for the Rowing team at The University of Washington.
- Passionate About? Spencer is passionate about traveling and experiencing different cultures with his wife, Hailey, and their pup, Winnie. He also loves competing in marathons and enjoying great food, delicious wine, and coffee!
Jenny Phillips - Financial Representative:
- How long with NM? 7 years
- Prior Experience? Prior to Northwestern Mutual, Jenny was in the healthcare industry, specializing in pharmaceutical account management. She also has a background in agricultural commodity sales. Jenny is also a former NCAA swimmer from the University of Illinois.
- Passions About? Jenny is passionate about helping innovators, sports and entertainment professionals and business owners optimize their dollars by leveraging tax efficient planning!
Qualifications:
- Experience: Previous experience in financial services or insurance is 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).
Key Responsibilities of a Financial Advisor:
- 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.
About Us: At The Kanos District - Northwestern Mutual, Coastal South Carolina our mission is to help individuals define and live out their "why" by providing lasting financial security and peace of mind. Our team of 60, including Advisors and Support Staff, values diversity and includes former military personnel and NCAA athletes. We pride ourselves on a culture grounded in courage, commitment, accountability, integrity, and fun. We are passionate about giving back, supporting organizations like Be a Mentor, Habitat for Humanity, Leukemia and Lymphoma Society, and Alexs Lemonade Stand. As a Financial Representative with us, youll be part of a culture focused on personal growth and community impact.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Chrys Kanos is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.