Client Advisor with Mentorship

2 weeks ago


Spring Valley, New York, United States DeMarzo Offices - Northwestern Mutual Full time

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.

Our Boston office is growing by leaps and bounds and looking to add the next leader to our team.

_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 paddleboarding.

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 selfproclaimed 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.


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.

As a mutual company, we answer to our policyowners—not Wall Street.

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:

  • Unsurpassed financial strength
  • A longterm approach to planning
  • Personal guidance from financial professionals
  • A robust digital experience

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.


_A glimpse at some of the structured training and development we provide our team members:_
- _

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 Mutual

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