Brase Network - Northwestern Mutual
Financial Advisor with Healthcare Background
Full Time • Hybrid - US
Benefits:
- 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 Brase Network - 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.
Our thriving office is located: 9300 Underwood Avenue, Suite 500 Omaha, NE 68114.
Meet Our Local Team:
Jennifer Brase - Managing Partner:
- Time with NM: 35 years.
- Prior Experience: Graduate of University of Nebraska - Lincoln. Briefly worked process student loan claims prior to seeking a greater, growth oriented career with NM.
- Passionate About: Loves Nebraska Cornhusker football, camping, taking her kids on new adventures, and spending time with friends and family.
Dan Ferguson - Managing Director:
- Time with NM: 20 years.
- Prior Experience: Was a bartender and server before starting with NM as an intern.
- Passionate About: Loves the game of golf. Enjoys coaching girls basketball, going to concerts, spending time with family, and watching Cornhuskers football.
Katie Eikmeier - Chief Development Officer:
- Time with NM: 12 years.
- Prior Experience: Worked in marketing and advertising prior.
- Passionate About: Really enjoys being outdoors, running, traveling, and going on adventures with her 3 children.
Nick Onken - Financial Advisor and Growth & Development Director:
- Time with NM: 4 years.
- Prior Experience: Spent 16 years in the golf industry starting in Florida and moving to Wisconsin, eventually to Nebraska.
- Passionate About: Loves everything about family. Spends as much free time as he can golfing. Has a passion for outdoor activities like hunting and fishing.
Key Responsibilities:
- 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.
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
Qualifications:
- Education: A bachelor's degree is preferred.
- Experience: Previous experience in financial services, insurance or business development is beneficial but 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. Jennifer Brase is a Managing Director of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Compensation: $85,500.00 - $95,000.00 per year
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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