What are the responsibilities and job description for the Wealth Specialist with Tech Experience position at Northwestern Mutual - Greater Madison?
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.
- How long with NM? Since August 2020.
- Previous experience? Banking and retail.
- Passionate about? Spending time with his wife and daughter, reviewing movies, collecting trading cards, and following sports,
- How long with NM? Less than 1 year.
- Previous experience? Pre-college advisor for a college prep program.
- Passionate about? Traveling, trying new experiences, attending theater, and spending time with his partner.
- How long with NM? 7 years.
- Previous experience? Intern at NM and pizza delivery driver during college.
- Passionate about? Family, fitness, sports (Packers, Badgers, Bucks), and music, with two years of music school experience in Nashville.
- How long with NM? 24 years.
- Previous experience? Junior high teacher and litigation attorney.
- Passionate about? Family, hockey, visiting NHL arenas, working out, baking, and helping families avoid financial hardship through proper planning.
- How long with NM? Started September, 2023.
- Previous experience? Army medic for 16 years and office manager at a dental office.
- Passionate about? Family, live music, camping, snowboarding, gaming, guitar, and board games.
- 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
Meet Some of Our Local Leaders, the Heartbeat of Our Business :
Tanner Hahn - Financial Representative
Elijah Holmes - Financial Representative
William Jordan - Financial Advisor
Sandy Botcher - Managing Partner
Michael Ciske - Financial Representative
About the Financial Representative Role :
As a Financial Representative 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 :
Position Responsibilities for a Financial Representative :
Position Perks :
About Us : At NM of the Greater Madison Area, we are a growing team passionate about building strong future leaders who share our mission to empower individuals to live their life by design. In addition to supporting clients, we are deeply committed to giving back to the community through partnerships with Alex’s Lemonade Stand Foundation and the Carbone Cancer Research Center. If you're driven, community-focused, and looking to grow within a dynamic and supportive environment, we’d love to meet with you!
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Sandy Botcher is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Salary : $81,000 - $98,700
