Wealth Consultant with Military Background

Benefits:

• 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? The Funk Group of Northwestern Mutual 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:

Mark Funk - Managing Director:

• How long with NM? 26 years
• Prior Experience? Started with Northwestern Mutual in college as an intern while pursuing his finance degree.
• Passionate About? He and his wife love to travel and spend time with their family at their properties in Montana and Florida. Mark also enjoys playing golf and hunting at his cabin in Northeast Iowa.

Nick Jans - Wealth Management Advisor:

• How long with NM? 2 years as an intern and 11.5 years full-time
• Prior Experience? Studied Business at UNI and worked at Scheels.
• Passionate About? Nick’s central focus outside of work is his family life – he and his wife Kelly have been married almost 10 years, and they have three kids: Talon (5), Brooks (3), and Navy (1). He is also very passionate about bow hunting, land management, and fly fishing. Nick enjoys anything outdoors.

Eric Sikkema - Wealth Management Advisor:

• How long with NM? 12.5 years with Northwestern Mutual
• Prior Experience? Worked for a golf course before joining Northwestern Mutual.
• Passionate About? Eric enjoys travel, spending quality family time, participating in sports, and golfing.

Owen Ward - Certified Financial Planner:

• How long with NM? 7 years
• Prior Experience? Started his career right out of college.
• Passionate About? Owen is passionate about spending time with his family, traveling, and cheering on the Hawkeyes.

Alyssa Wilgenbusch - Financial Representative:

• How long with NM? 7 months
• Prior Experience? I studied Wealth Management and Leadership at UNI, worked as a teller at Dupaco Credit Union, and interned with their financial services team. After graduation, I pursued my goal of becoming a financial advisor and joined NM.
• Passionate About? I’m passionate about volunteering, spending time with loved ones, growing my faith, reading, practicing hot pilates, and exploring art.

Ally Dana - Development Director:

• How long with NM? Almost 10 years!
• Prior Experience? I graduated from UNI in Leisure Services and interviewed with NM my senior year, despite no prior financial services experience. After learning more about the company, I joined NM the Monday after graduation.
• Passionate About? I enjoy spending time with my husband, daughter, and dogs, practicing barre/pilates/yoga, being outdoors, and traveling.

2030 Office Vision by Managing Director, Mark Funk: After 22 years as Managing Director of the Waterloo District, we are proud of our growth and progress. We are on track to exceed Project 100, introducing 100 new individuals to this career by 2033, and our newest generation is growing at an exceptional rate. The average revenue of our seasoned advisors has increased significantly, and our leadership team continues to expand, with Ally and three Growth and Development Directors leading the way. Our Internship program is consistently introducing new talent and our team culture is strong, focused on family, and enjoying the remarkable opportunities we've created.

Position Overview:
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.

What Our Representatives Value:

• 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.

Candidate Characteristics:

• 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.

Benefits:

• 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.

Education:

• Bachelor's Degree (preferred)

If these qualities describe you, then our office might just be your perfect fit. We are looking to bring on the right individual to join our team and help expand our broader service offering, with an emphasis on growing our insurance and financial services portfolios. Prior insurance or financial services experience 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. Mark Funk is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.