What are the responsibilities and job description for the Wealth Advisor with Tech Sales Experience position at Northwestern Mutual - Fairfield County?
Benefits:
Transition Your Technology Skills into Financial Services:
Alex Beilin - Managing Partner
As a Wealth Advisor at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Position Requirements:
We’re proud to actively support our local community through partnerships with organizations like Norwalk Open Door, helping individuals transition from homelessness into mainstream society, and Filling in the Blanks, which provides meals to schoolchildren in need. On a national level, we champion the fight against pediatric cancer through Alex’s Lemonade Stand. We’re proud to support the Catch A Lift Fund, helping post-9/11 veterans recover and thrive through fitness, wellness, and community.
Join us as we enter an exciting new phase of growth and success, where your career aspirations and passion for making a difference can truly thrive.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Alex Beilin is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Transition Your Technology Skills into Financial Services:
- Strong Relationship-Building Skills: Tech sales professionals are adept at fostering trust and bond with clients, a critical skill for building lasting relationships in the financial sector.
- Solution-Oriented Mindset: Experience in identifying client pain points and offering tailored solutions directly translates to helping clients achieve their financial goals.
- Effective Communication: Tech sales roles excel in financial services because they have the confidence and communication skills needed to guide clients through important decisions that can shape their financial futures.
- Achieve Greater Rewards: Transitioning into financial services can offer not only a more rewarding career path but often greater financial opportunities as well.
Alex Beilin - Managing Partner
- How long with NM? Been with NM for 30 years.
- Previous experience? Worked at TGI Fridays during college, excelling in customer service and seasonal sales.
- Passionate about? Spending time with his wife Leslie and son Luca, traveling, sports, and exploring different cultures, as well as faith development.
- How long with NM? Been with NM for 7 years.
- Previous experience? Financial services wholesaler at Horizon Kinetics and Cohen & Steers, then financial advisor at Wells Fargo Advisors.
- Passionate about? Family, community service, and travel. He has 3 sons and actively gives back to the community.
- How long with NM? Been with NM for 10 years, including an internship.
- Previous experience? Held jobs at a car wash and as a bus boy/dishwasher in high school.
- Passionate about? Golf, snowboarding, scuba diving, and Boston sports, especially football (Patriots) and hockey (Bruins).
As a Wealth Advisor at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Position Requirements:
- Strong communication and interpersonal skills.
- Goal-oriented with a desire to succeed.
- Life insurance license and FINRA certifications (or willingness to obtain).
- Educate clients on financial planning and insurance options.
- Provide excellent customer service and build lasting relationships.
- Collaborate with a local supportive team.
- 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
We’re proud to actively support our local community through partnerships with organizations like Norwalk Open Door, helping individuals transition from homelessness into mainstream society, and Filling in the Blanks, which provides meals to schoolchildren in need. On a national level, we champion the fight against pediatric cancer through Alex’s Lemonade Stand. We’re proud to support the Catch A Lift Fund, helping post-9/11 veterans recover and thrive through fitness, wellness, and community.
Join us as we enter an exciting new phase of growth and success, where your career aspirations and passion for making a difference can truly thrive.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Alex Beilin is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
