Monson District - Northwestern Mutual
Financial Advisor with Healthcare Background
Full Time • Hybrid - US
Benefits:
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Transition Your Healthcare Expertise into Financial Services with Monson District - Northwestern Mutual!
Leverage Your Healthcare Background for a Rewarding Career:
- Build Direct Client Relationships: Professionals from healthcare, whether it's pharma, medical, or clinical roles, 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 it’s 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 life’s 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 Local Leaders:
Sawyere Monson - Managing Director:
- Time with NM: 10 years
- Prior to: Sawyere was a college football athlete before beginning his career with Northwestern Mutual.
- Passionate About: Outside of the office, Sawyere enjoys staying active through fitness, snowboarding, and mountain biking. He’s passionate about personal development, his faith, and spending quality time with his wife and four children.
Trevor Grayson - Growth & Development Director:
- Time with NM: 5 years
- Prior to: Trevor worked as a Corporate Project Manager at Select Health and ran several side businesses. He also played college soccer.
- Passionate About: Trevor is an endurance athlete with a love for triathlons, mountain biking, and skiing. He and his wife are raising five children, and he thrives on staying active and involved with his family.
Sebastian Lawson - College Unit Director:
- Time with NM: 3 years
- Prior to: Sebastian came to Northwestern Mutual from a background in medical sales.
- Passionate About: He is passionate about mountain biking, running, snowboarding, and personal development. At home, he enjoys life with his wife and their three children.
Chris Smith - Financial Representative:
- Time with NM: 6 months
- Prior to: Chris has a background in tech sales and spent time coaching high school athletics.
- Passionate About: Chris is deeply invested in his family and faith. He enjoys coaching, high school sports, and staying active through basketball. He brings a wealth of personal and professional experience to his role.
About Us: At the Monson District of Northwestern Mutual, we help individuals and families build lasting financial security through personalized, goal-based planning. Our team—made up of former NCAA athletes and driven professionals—brings energy, discipline, and a client-first mindset to everything we do. With two locations and top advisors across all experience levels, we’re proud to offer both expertise and fresh perspective. We’re also deeply involved in our community, supporting causes like Safe Harbor Women’s Shelter, Alex’s Lemonade Stand, and Weber State University. Our mission is simple: do well by doing good—and have fun along the way.
Position Responsibilities:
- Educate clients on financial planning and insurance options.
- Provide excellent customer service and build lasting relationships.
- Collaborate with a local supportive team.
Position Requirements:
- Strong communication and interpersonal skills.
- Goal-oriented with a desire to succeed.
- Life insurance license and FINRA certifications (or willingness to obtain).
Our Unique Angle: Meticulous Training and Support
We distinguish ourselves by prioritizing a meticulous focus on the process, ensuring sustainable business practices and a predictable high-activity approach, setting us apart from an industry often fixated on end results.
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. Sawyere Monson is a Managing Director of NM.
Flexible work from home options available.
Compensation: $84,000.00 - $95,000.00 per year
(if you already have a resume on Indeed)
Or apply here.
Industry Leading Compensation
Mentorship Program offering new agents the necessary fundamentals
Ongoing Specialized Training
Dedicated In-House Administrative Support
Career Advancement Opportunities
Company Full of Successful Leaders
Collaboration with highly productive peers