Benefits:

Retirement

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Transition Your Real Estate Experience to Financial Services with Northwestern Mutual!

Are you a residential or commercial real estate agent interested in exploring a new career path? Northwestern Mutual of Coastal S.C. invites real estate professionals to consider how their skills and experiences could align with a career in financial services as a Financial Representative, offering new opportunities for growth, income potential, and professional impact. Here is why many in the Real Estate industry consider a successful transition:

Endurance and Dedication Translate Well: Your success in real estate demonstrates the endurance and dedication required to thrive in a demanding market, which align well with a career in financial services.

Building Meaningful Client Relationships: Real estate transactions may be one-time events, but financial services provide the opportunity to work with clients throughout their lives, addressing needs such as saving for college, planning for retirement, or buying a home.

Leverage Your Expertise and Network: Your skills and professional connections from real estate can help you guide individuals toward achieving their financial goals.

Career Growth Opportunities: Explore a career path that allows you to continue helping others while developing your professional skills.

Comprehensive Training and Licensing Support: We offer training and licensure opportunities to equip you with the tools and knowledge needed for success in financial services.

About Us: At Northwestern Mutual - Coastal S.C. 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 Alex’s Lemonade Stand. As a Financial Representative with us, you’ll be part of a culture focused on personal growth and community impact.

Follow this link to hear why Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual: https://youtu.be/7SlQuS7AOgQ

Meet Our Local Leaders:

Chrys Kanos - Managing Director:

How long with NM? 19 years

Prior Experience? Chrys was a Northwestern Mutual college intern prior to joining the full-time career.

Passionate About? Chrys is passionate about family, global travel and is a proud “girl dad”! He has built a career helping others achieve their life by design, not by default!

Martim Cohen – Growth and Development Director and Financial Advisor:

How long with NM? 6 years

Prior Experience? Martim was the Revenue Manager for Easton Porter, a hospitality group located in Downtown Charleston, S.C.

Passionate About? Martim is passionate about people. He loves hearing about their backgrounds, life stories, goals, and aspirations, and uses finance as a tool to help them achieve those dreams.

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. He also earned an NCAA Championship for the Rowing team at The University of Washington during his college career.

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!

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 and in nationwide tour events. He later transitioned into a tech sales role in Charleston, S.C., gaining experience in software solutions.

Passionate About? Danny is passionate about his family and helping clients make strategic financial decisions that will positively impact their lives.

Kirsten Bethea - Financial Advisor:

How long with NM? 3 years

Prior Experience? Prior to Northwestern Mutual, Kirsten taught high school English.

Passionate About? Kirsten is passionate about helping people grow, and watching them become confident and excited about their growth. She is passionate about people, generosity, and creating space for fun and laughter both in work and in life!

Jenny Phillips – Financial Advisor:

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.

Passionate About? Jenny is passionate about helping entrepreneurs, sports and entertainment professionals and business owners optimize their dollars by leveraging tax efficient planning!

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).

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

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.