Business Specialist with Pharma Background

Northwestern Mutual - Sugarloaf

Business Specialist with Pharma Background

Decatur, GA +1 location
Full Time
Paid
  • Responsibilities

    Benefits:

    Retirement

    Bonus based on performance

    Company parties

    Dental insurance

    Flexible schedule

    Health insurance

    Opportunity for advancement

    Training & development

    Vision insurance

    Transition Your Pharma/Medical Expertise into Financial Services!

    Build Direct Client Relationships: Many professionals in pharma and medical sales find financial services appealing because it allows them to work directly with clients, rather than selling through a middleman.

    Make a Meaningful Impact: Use your expertise to help individuals navigate critical life stages—whether it’s planning for college, retirement, or medical expenses—while positively impacting their lives.

    Unlimited Growth Potential: With each stage of life requiring new financial planning, your ambition and dedication determine how far you can go in this career.

    A Rewarding Career Path: Transition to a role where your skills contribute to long-term relationships and meaningful outcomes for your clients.

    Meet Our Leaders:

    Shannon Wiley - Managing Director:

    How long with NM? 20 years in July

    Previous experience? Started right out of college with a BBA degree. Shannon saw herself at NM, leading a team, with a clear vision.

    Passionate about? Family over everything! Loves working out at Orange Theory and living clean. Favorite destination is Italy. An avid golfer, started lessons 2 years ago, and enjoys traveling the US.

    Rich Wiley - Financial Advisor and Growth & Development Director:

    How long with NM? 17 years, brother to Shannon Wiley

    Previous experience? Former client of NM and a Loan Originator in the Mortgage Industry. Chose to pursue a career at NM to stay connected with his community and family roots. Played college baseball.

    Passionate about? Faith, family, and country. Married to Jill with three boys: David plays college baseball at Wofford, Nick is in freight logistics sales, and Zachary is chasing his biggest Scottie Scheffler dreams through high school golf. A big sports family.

    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 recognition

    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.

    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).

    About Us: At Northwestern Mutual - Sugarloaf, our leadership team is a family affair. Managing Director and Growth & Development Director, a brother-sister duo from Gwinnett County, bring 27 years of combined experience to the firm. Their collaboration has built a thriving practice dedicated to guiding and mentoring new financial representatives to long-term success. We hold all new advisors to the highest standards, emphasizing the achievement of Pacesetter 1st 40, a benchmark that places new advisors in the Top 10% nationwide. Our Launch Accelerator Program offers new advisors the opportunity to earn up to $16,000 in extra incentives during their first year, setting the stage for a strong financial foundation. Our local office provides comprehensive support, including a dedicated Planning Team, Chief Marketing Officer, and investment exam resources such as tutoring and sponsorship for CFP certification. Advisors gain access to a nationwide network for joint work opportunities and benefit from mentorship, cutting-edge tools, and a technology-driven career platform.

    Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Shannon Wiley is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

    Flexible work from home options available.

  • Locations
    Decatur, GA • Lawrenceville, GA