What are the responsibilities and job description for the Wealth Consultant with Military Background position at Buccilli District - Northwestern Mutual?
Benefits:
Are you a veteran with an unwavering sense of mission? Do you excel in navigating challenges and striving for excellence both in your military service and civilian career? Northwestern Mutual of Buccilli District is seeking to onboard a new Wealth Consultant to our team. We are a united group of determined, ambitious professionals, eager to make a difference in people’s lives as we accelerate the growth of our district office.
Click the link below to hear Robert Novanty's inspiring journey from serving with the US Marines to a successful career in civilian life at Northwestern Mutual: https://careers.northwesternmutual.com/field-careers/military/
A Glance at Northwestern Mutual (NM):
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 - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
The Backbone of Our Success, Our Local Leaders:
Linda Buccilli – Managing Director:
As a Wealth Consultant you will play a critical role in helping clients secure their financial futures through comprehensive insurance solutions. Your responsibilities will include:
A specific level of education is not required.
This position offers flexibility, but we're seeking individuals who are open to in-person training and eager to be an active part of our daily and weekly office culture, contributing to our team synergy and vibrant work environment.
Join us on this exciting journey, where we take insurance and financial services to a whole new level of excitement and fulfillment.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Linda Buccilli is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
- Retirement
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Are you a veteran with an unwavering sense of mission? Do you excel in navigating challenges and striving for excellence both in your military service and civilian career? Northwestern Mutual of Buccilli District is seeking to onboard a new Wealth Consultant to our team. We are a united group of determined, ambitious professionals, eager to make a difference in people’s lives as we accelerate the growth of our district office.
Click the link below to hear Robert Novanty's inspiring journey from serving with the US Marines to a successful career in civilian life at Northwestern Mutual: https://careers.northwesternmutual.com/field-careers/military/
A Glance at Northwestern Mutual (NM):
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 - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
The Backbone of Our Success, Our Local Leaders:
Linda Buccilli – Managing Director:
- How long with NM? Linda has been with Northwestern Mutual since 2011.
- Prior Experience? Linda was a business owner starting at the age of 19. She opened and successfully ran a gift basket store, which became her foundation for entrepreneurship and business success.
- Passionate About? Family is Linda's top priority, especially spending time with her grown-up boys. She enjoys volunteering in the community, walking her Corgi, Gigi, and indulging in her love for Italian food. Building strong relationships and sharing laughter are also key aspects of her personal life.
- How long with NM? Sabrina has been with Northwestern Mutual for 10 years.
- Prior Experience? Sabrina, originally from Brazil, began her career working at a bank there. After moving to Florida, she served as a branch manager at Bank of America before transitioning to a financial advisor role.
- Passionate About? Sabrina enjoys kickboxing as a way to stay active, and she loves riding on her husband Eric's Harley. She is also a big fan of Disney, which is a passion she shares with her family.
- How long with NM? Gabe has been with Northwestern Mutual for 5 years.
- Prior Experience? Before joining NM, Gabe worked in sales for Heineken, gaining valuable experience in the business world.
- Passionate About? Gabe is deeply passionate about his family and enjoys spending quality time with his children. He was born and raised in the Dominican Republic and has strong ties to his heritage, regularly participating in community activities. In his downtime, Gabe enjoys playing dominoes and soccer.
As a Wealth Consultant you will play a critical role in helping clients secure their financial futures through comprehensive insurance solutions. Your responsibilities will include:
- Client Assessment: Evaluate clients' financial needs and goals to recommend appropriate insurance products.
- Customized Solutions: Develop personalized insurance plans that align with clients' long-term financial strategies.
- Relationship Building: Establish and maintain strong relationships with clients, offering continuous support and advice as their needs evolve.
- Product Knowledge: Stay informed about the latest insurance products and industry trends to provide clients with the best options available.
- Compliance and Ethics: Ensure all recommendations and sales comply with company policies and regulatory requirements, maintaining the highest ethical standards.
- Potential for abundant, consistent, and predictable results.
- A collaborative, high-support team environment, fostering growth and camaraderie.
- Full business development process training and support for seamless operations.
- Proven operational systems and cutting-edge technology for enhanced agent efficiency.
- Achieving high performance while maintaining a great quality of life.
- A company experiencing rapid growth, offering leadership opportunities for top performers.
- Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators.
- People who prioritize understanding the "who, why, and how" behind actions more than just the "what."
- Savvy communicators who find joy in simplifying complex decisions for others.
- Generous souls who gladly treat others without hesitation.
- Ambitious thinkers who embrace boundless opportunities and possibilities.
- Advocates for teamwork and cooperation, where everyone contributes equally.
- Passionate about their work, yet approachable and good-natured in their demeanor.
- Strong Earnings Potential: Combining first year income and unlimited upside.
- Significant bonus opportunity commensurate with outcomes.
- Dental insurance.
- Health insurance.
- Life insurance.
- Retirement plan.
- Vision insurance.
A specific level of education is not required.
This position offers flexibility, but we're seeking individuals who are open to in-person training and eager to be an active part of our daily and weekly office culture, contributing to our team synergy and vibrant work environment.
Join us on this exciting journey, where we take insurance and financial services to a whole new level of excitement and fulfillment.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Linda Buccilli is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
