Northwestern Mutual - St. Petersburg
Financial Advisor with Athletic Background
Full Time • Hybrid - US
Benefits:
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Join the Winning Team at Northwestern Mutual – St. Petersburg!
Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial Advisor with Northwestern Mutual – St. Petersburg!
Why Current and Former Athletes Could Thrive Here:
We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes could excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Here’s why athletes could thrive with us:
- Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients.
- Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career.
- Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives.
- Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity.
- Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients.
Our offices is located at: 700 Central Ave, STE 300, Saint Petersburg, FL 33701
Follow this link to hear about a Day in the Life of a Financial Representative with the Northwestern Mutual: https://www.youtube.com/watch?v=tar1BSa7Gaw
Meet Our Team:
Kacee Howes – Managing Director:
- Time with NM: 17 years.
- Prior Experience: Began her career with Northwestern Mutual as an intern and has grown within the organization since 2008, advancing from College Financial Representative to Financial Advisor and into leadership roles including College Unit Director and District Director.
- Passionate About: Kacee is passionate about developing others, particularly mentoring and empowering women in finance. She is deeply committed to her family and the St. Petersburg community, actively supporting organizations such as Alex’s Lemonade Stand Foundation and participating as a Leadership St. Petersburg alumna. A Clemson graduate, she leads a nationally recognized, top-performing team and was recently featured on FOX13 discussing financial topics.
Trina O’Connell – Financial Advisor:
- Time with NM: 12 years.
- Prior Experience: Joined Northwestern Mutual in 2014 and was inspired through her personal faith to dedicate her career to helping families through financial planning.
- Passionate About: Trina is passionate about helping families, especially those with special needs children, in honor of her late sister Amanda. She enjoys spending time with her extended family and being an aunt to her eight nieces and nephews. A proud USF alumna, she is also active in several local nonprofits and lives in St. Petersburg with her husband Austin and their cat, Grayson.
David Condron – Financial Advisor:
- Time with NM: 23 years.
- Prior Experience: Chose a career in financial services after growing up in a business minded family and witnessing the impact of inadequate planning following a family loss. He attended Florida State University and the University of South Florida and holds the CLTC® designation.
- Passionate About: David is passionate about building honest, authentic relationships and serving as a trusted advisor to his clients. Outside of work, he enjoys the outdoors, including camping, fishing, boating, and spending time enjoying life in St. Petersburg.
Aleesha Pheasant – Financial Advisor:
- Time with NM: 5 years.
- Prior Experience: Built her career at Northwestern Mutual focusing on helping clients align their financial success with their personal values and long-term vision.
- Passionate About: Aleesha is passionate about working with families and female business owners, executives, and leaders to help them create meaningful, balanced lives. She is a devoted mother to her two children and married to her high school sweetheart, Spencer. Her drive comes from helping clients bring their personal goals and financial plans together to achieve the life they envision.
Key Responsibilities: As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations.
Qualifications: We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered.
Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Kacee Howes is a Managing Director of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Compensation: $90,000.00 - $120,000.00 per year
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Industry Leading Compensation
Mentorship Program offering new agents the necessary fundamentals
Ongoing Specialized Training
Dedicated In-House Administrative Support
Career Advancement Opportunities
Company Full of Successful Leaders
Collaboration with highly productive peers