Field Advisor - Real Estate Background

TownTasks

Location: New York City, New York, USA

Category: Finance

Salary: 60,000 - 100,000 USD / yearly

Full-time

Job Description

Transition your real estate experience to financial services with Northwestern Mutual. Join us as a Field Advisor and explore new opportunities for growth, income potential, and professional impact.

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).

Perks & Benefits

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

Why Join Us?

At TownTasks, we are committed to helping clients achieve their financial goals and build lasting relationships. Join our team and make a lasting impact on your clients' financial futures.