- Unsurpassed financial strength
- A long-term approach to planning
- Personal guidance from financial professionals
- A robust digital experience
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Client Advisor with Mentorship - Wareham, United States - DeMarzo Offices - Northwestern Mutual
3 weeks ago
Description
Benefits:
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Tuition assistance
Vision insurance
Northwestern Mutual - Boston aims to be the pre-eminent financial security firm, consistently focusing on one ambition: to have a meaningful impact on our clients, our communities, our financial professionals, and our team members that will collectively create a legacy for future generations.
MEET OUR LOCAL LEADERS,
THE HEARTBEAT OF OUR SUCCESS:
Danielle Owen:
Financial Advisor
Prior Experience:
Danielle spent over a decade as an environmental engineer before joining Northwestern Mutual. Seeking greater autonomy and equal treatment regardless of gender, she found a welcoming environment within the company.
Time with the Local Team: 3 years.
Outside of the Office:
Danielle loves fitness, spending time outdoors with her dog Tuffy, Yoga & stand up paddle-boarding.
Noah Jones:
Financial Advisor
Previous Role:
Having worked in the financial industry at various firms, he sought a place where he could make a difference in the African American marketplace.
Desiring a home where leadership values collaboration and listens to advisors, he found his fit.Time with Local Team:
Approximately 2 years.
Outside of Work:
Noah's passions include being a dedicated father to his two boys and a loving husband. He has a deep love for sports, particularly basketball, and brings his college football experiences into his leisure time. Noah also enjoys exploring the culinary world as a self-proclaimed foodie.
About Boston Native, Jay DeMarzo,
Boston Office Managing Director:
With a passion for financial planning and a commitment to personal and professional growth, Jay DeMarzo has become a prominent figure in the industry.
Since joining Northwestern Mutual, Jay has embraced the opportunity to foster innovation and challenge conventional thinking.Dissatisfied with the cultural and performance direction of prior affiliations, he sought a dynamic environment where new ideas were not only welcomed but expected and found a home at Northwestern Mutual.
Jay's dedication to his clients and team members goes beyond professional advice; he and his wife, Abby, actively practice the financial principles they advocate.
Married since 2009, Jay and Abby, a small business owner with a mental health counseling practice in Hanover, embody a holistic approach to life.
They navigate the parenting journey with their two boys, William and Benjamin, both avid year-round baseball players, with William also excelling in cross country and track.
Their French Bulldog, Pogey, completes the family picture.
Away from the world of finance, the DeMarzos find joy in an array of activities, from hiking and skiing to fishing and beach outings.
Their commitment to community and church involvement, coupled with a shared love for reading, paints a vibrant portrait of a family deeply engaged in both professional and personal spheres.
Through hard work and a penchant for innovation, Jay aims to not only succeed but also to find fulfillment and enjoyment in every aspect of life.
Follow this link to learn more about Jay and his growing practice:A Glance at Northwestern Mutual
Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people.
We began in Wisconsin in 1857, and today we're one of America's top companies, with a unique culture deeply dedicated to helping people achieve financial security.
What sets us apart:
Our Unique Angle:
Meticulous Training and Development
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.
Weekly Performance Coaching:
Get guidance on key behaviors for building clientele and achieving your vision, focusing on effort, mindset, and skill set improvement.
Weekly RAIN Meeting (Recognition, Accountability, Inspiration, New Learning): Recognize achievements, uphold accountability, find inspiration, and gain new insights through feedback and observation.
Bi-weekly BUMP Meeting (Business Management and Planning): Collaborate with Business Operations Support to review pending cases and discuss best practices.
Weekly Skill Build:
Interactively build essential skills with our Managing Director, Jay DeMarzo, focusing on language mastery and sales cycle best practices.
Why Our Representatives Love Northwestern MutualPotential for abundant, consistent, and predictable results.
A collaborative, high-support team environment, fostering growth and camaraderie.
Full business development process training and support for seamless operations.
Proven operational systems and cutting-edge technology for enhanced agent efficiency.
Achieving high performance while maintaining a great quality of life.
A company experiencing rapid growth, offering leadership opportunities for top performers.
Qualities We Seek in a Candidate:
We seek individuals who resonate with our values and vision.
Here's who we're looking for:
Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators.
Achievers who celebrate accomplishments with a balanced and positive mindset.
People who prioritize understanding the "who, why, and how" behind actions more than just the "what."
Professionals dedicated to mastering their craft and excelling in their field.
Savvy communicators who find joy in simplifying complex decisions for others.
Emerging leaders and team players, equally adept at leading and collaborating.
Generous souls who gladly treat others without hesitation.
Ambitious thinkers who embrace boundless opportunities and possibilities.
Fearless individuals, unafraid of public setbacks as they embrace personal growth.
Open-minded and receptive, eager to learn and be coached regardless of their experience level.
Forward-thinkers who balance long-term vision with outstanding short-term performance.
Advocates for teamwork and cooperation, where everyone contributes equally.
Passionate about their work, yet approachable and good-natured in their demeanor.
If these qualities describe you, then Northwestern Mutual - Boston might just be your perfect fit.
We are looking to bring on the right individual to join our team and help expand our broader service offering, with an emphasis on growing our insurance and financial services portfolios.
Prior insurance or financial services experience is not required.Join us on this exciting journey, where we take insurance and financial services to a whole new level of excitement and fulfillment.
Benefits:
Significant bonus opportunity commiserate with outcomes
Dental insurance
Health insurance
Life insurance
Retirement plan
Tuition reimbursement
Vision insurance
Education:
Bachelor's Degree
Apply today to be considered for a position with our growing firm.
*Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company as of the most recent review and report by each rating agency. Ratings are as of 6/23 (Moody's Investors Service), 8/23 (A.M. Best Company), 8/23 (Fitch Ratings) and 5/23 (S&P Global Ratings). Ratings are subject to change.
Certified Financial Planner Board of Standards, Inc.
(CFP Board) owns the CFP certification mark, the CERTIFIED FINANCIAL PLANNER certification mark, and the CFP certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
The Chartered Advisor for Senior Living (CASL) designation is conferred by The American College of Financial Services.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI.
Flexible work from home options available.
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