Business Specialist with Pharma Background
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.