Career Transition Specialist
3 weeks ago
We are seeking a skilled and driven Career Transition Specialist to join our team at the Quinlan District - Northwestern Mutual. As a seasoned professional with experience in real estate, you have a unique opportunity to leverage your skills and drive in a new career path. Our team offers a collaborative environment where professionals can develop and grow, working alongside a supportive team with resources to guide your success.
Compensation: The estimated annual salary for this role is $80,000-$120,000, depending on experience and performance. In addition to a competitive base salary, you will also be eligible for significant bonus opportunities commensurate with outcomes.
About Us: Recognized as the #1 District Network Office in the U.S. for new advisor development and the top Recruiting Team in both 2023 and 2024, we are committed to developing professionals who are driven to make a difference. As a member of our team, you will benefit from an award-winning support system, including expert mentorship, advanced training, and industry-leading technology.
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.
- 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.
Benefits:
- Dental insurance
- Health insurance
- Life insurance
- Retirement plan
- Vision insurance
Additional Perks:
- Opportunity for a substantial first year stipend to support your transition
- Flexible work-from-home options available
Licensing and Education Requirements:
- Bachelor's Degree (strongly preferred)
- Ability to quickly obtain state and FINRA licensing
Your Next Chapter: Explore how your real estate experience could translate into a fulfilling career in financial services. We offer a flexible structure, market diversification, and opportunities for advancement. Join us and discover a new chapter in your career.
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