Benefits:

Stipend

Retirement

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

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 People:

Jaqilyn Wolfe, Managing Director/Financial Advisor:

How long with NM? 7+ years.

Previous experience? Specializes in working with women in tech, medical professionals, and business owners, holding certifications such as CFP® and ChFC®.

Passionate about? Loves weekends at the beach, traveling with her husband, and exploring new cultures and food.

Mike Waxberg, Private Wealth Advisor:

How long with NM? Over 25 years.

Previous experience? Founder of Fortify Capital, specializing in working with AM Law 100 attorneys.

Passionate about: Enjoys traveling, golfing, rooting for the Los Angeles Dodgers, and spending time with his family at the beach.

Jason Melvin, Financial Advisor:

How long with NM? Over a decade.

Previous experience? Founder of Jason Melvin Financial, specializing in holistic financial planning for clients in advertising, marketing, medical, and tech industries.

Passionate about? Enjoys outdoor activities with family, traveling, mountain biking, surfing, and relaxing at the beach.

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 Representative:

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).

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

Flexible work from home options available.