Job Description
Job Description
Job Description
Benefits:
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Transition Your Hospitality Management Experience into Financial Services!- Leverage Your Relationship-Building Skills: With your expertise in creating exceptional guest experiences, you may be uniquely positioned to build strong, trusted relationships with clients in financial services, guiding them through important financial decisions.
- Make a Lasting Difference: In hospitality, youve likely already mastered the art of understanding and meeting people's needs. Now, you can use that same skillset to help clients plan for their financial futures, ensuring they have the resources to navigate key life milestones such as retirement, education, or major investments.
- Endless Career Growth: Just as youve progressed in the hospitality industry, the financial services sector offers limitless growth opportunities. Each new client and financial situation provides a chance to expand your knowledge and expertise, with your drive and ambition paving the way for success.
- A Fulfilling Career Path: Transition into a role where your ability to connect with others leads to long-term client relationships and meaningful financial outcomes, offering both personal fulfillment and significant earning potential.
Meet Managing Director, Tim Snow: Tim is the Managing Director at Snow Financial Group, a fast growing District within Northwestern Mutual, and brings a wealth of experience from his successful career in the hospitality industry, which spans roles at prestigious organizations like Boca Resort, Weston, and Intercontinental Hotels. Initially taking a two-week vacation that led to a full-time role at the Boca Resort, Tims journey through the hospitality industry provided him with invaluable skills in customer service, leadership, and relationship-building. These skills seamlessly transitioned into his financial services career, where he now takes a personalized approach to building his team. With a family legacy in the financial industryhis father in insurance and his grandfather a stockbrokerTim has a deep understanding of the value of financial planning. Hes especially interested in connecting with individuals from both the hospitality and corporate sectors, where people have honed strong interpersonal and problem-solving skills. Tims commitment to guiding others, combined with his focus on finding the right individuals for his team, makes him a natural leader for those looking to transition into financial services from hospitality or corporate careers.
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: - 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).
About Us: At Snow Financial Group, a growing District of Northwestern Mutual, our mission is to provide personalized financial solutions that empower clients to take control of their financial futures. We are committed to building long-term relationships based on trust, integrity, and expertise, helping clients make informed decisions to achieve their goals. Our team fosters an environment of professional growth, encouraging innovation and development while providing mentorship and strong support. With uncapped earning potential and the opportunity to make a lasting impact, Snow Financial Group is dedicated to both client success and career advancement.
Follow this link to hear why Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual:
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Tim Snow is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Job Tags
Full time, Local area, Work from home, Visa sponsorship, Flexible hours,