Financial Advisor With Healthcare Background

Effingham, IL, United States

Job Description

Benefits:

  • Retirement
  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance
Transition Your Healthcare Expertise into Financial Services with Jump District - Northwestern Mutual!
Leverage Your Healthcare Background for a Rewarding Career:
  • Build Direct Client Relationships: Professionals from healthcare, whether it's pharma, medical, or clinical roles, are drawn to financial services because it allows them to work directly with clients, offering personalized advice rather than working through intermediaries.
  • Make a Meaningful Impact: Use your knowledge and experience in healthcare to guide clients through critical life stages. Whether it's helping individuals plan for medical expenses, retirement, or higher education, your insights can help clients secure their financial futures and improve their lives.
  • Unlimited Growth Potential: As healthcare professionals understand the complexities of life's important decisions, they know that each life stage brings new financial planning needs. Your ambition, dedication, and expertise will determine how far you can go in this fulfilling career.
  • A Rewarding Career Path: Transition to a career where you can build long-term relationships, create meaningful outcomes for your clients, and make a lasting impact, all while using your healthcare expertise to navigate the financial landscape.
Meet Our Local Leaders:
Caleb Jump - Managing Director, Jump District
  • Started at NM: Nearly 10 years ago.
  • Prior to NM: Caleb spent 10 years in mortgage and commercial lending, working with two prominent local banks in Decatur. His lending background gave him a deep understanding of financial solutions and strong community relationships, which he now leverages to help clients and his team thrive.
  • Passionate about: Caleb is a proud girl dad of four daughters and can often be found coaching or cheering them on in basketball, dance, show choir, and volleyball. When he gets a moment to himself, he enjoys collecting cigars and bourbon, reflecting his appreciation for quality and tradition.
Aubrey Jump - Financial Representative
  • Started at NM: September 2024
  • Prior to NM: Teacher for 15 years at Garfield Montessori School in Decatur before starting with NM. Came on for flexibility of schedule to spend time with her family.
  • Passionate about: Family (4 kids), flexibility to live life, kids, loves track and coaching.
Ke'Shawn Marshall - Financial Representative
  • Started at NM: 2022
  • Prior to NM: Played college football at Millikin University. Interned for 1.5 years during school before transitioning to a full-time role with NM. Achieved Central IL Rookie of the Year.
  • Passionate about: Enjoys traveling locally to Chicago and St. Louis, spending time in the gym, and is a passionate New Orleans Saints fan.
About Us: At Jump District - Northwestern Mutual, we are driven by a vision to help individuals discover and achieve what's possible. Guided by our core values of Courage, Passion, and Growth, our Financial Representatives empower clients to secure their financial future through education, motivation, and personalized support.
As one of the most diverse districts in Central Illinois, we are built on a foundation of integrity, growth, and a client-first approach to financial services. We foster a culture where we work hard and play hard--enjoying team-building events like pickleball tournaments and family days on the lake, all while prioritizing both personal and professional development.
Since our founding, we've grown from a single advisor to a thriving team of 6 full-time advisors and 6 support staff members. We're now looking for a dynamic leader to help extend our reach and open a new office in the Taylorville and Effingham markets.
As part of Northwestern Mutual, a Fortune 500 company, we provide access to industry-leading resources, mentorship, and a collaborative environment to help you achieve success--both personally and professionally.
Position Responsibilities:
  • Educate clients on financial planning and insurance options.
  • Provide excellent customer service and build lasting relationships.
  • Collaborate with a local supportive team.
Position Requirements:
  • Strong communication and interpersonal skills.
  • Goal-oriented with a desire to succeed.
  • Life insurance license and FINRA certifications (or willingness to obtain).
Our Unique Angle: Meticulous Training and Support
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.
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
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Caleb Jump is a District Agent of NM.
Flexible work from home options available.

Skills Required

Beware of fraud agents! do not pay money to get a job

MNCJobz.com will not be responsible for any payment made to a third-party. All Terms of Use are applicable.


Job Detail

  • Job Id
    JD6170219
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    $84,500-95,000 per year
  • Employment Status
    Permanent
  • Job Location
    Effingham, IL, United States
  • Education
    Not mentioned