Financial Advisor with Healthcare Background
Benefits:
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
- 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.
- 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.
- 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.
- 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.
- Educate clients on financial planning and insurance options.
- Provide excellent customer service and build lasting relationships.
- Collaborate with a local supportive team.
- Strong communication and interpersonal skills.
- Goal-oriented with a desire to succeed.
- Life insurance license and FINRA certifications (or willingness to obtain).
- 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
Flexible work from home options available.
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