Demo

Wealth Consultant with Federal Background

Northwestern Mutual - Greater Monmouth County
Lakewood, NJ Full Time
POSTED ON 3/1/2025
AVAILABLE BEFORE 4/25/2025
Benefits:
  • Retirement
  • Bonus based on performance
  • 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 Greater Monmouth County 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 People:
Mark Savino - Managing Director:
  • How long with NM? Has worked with NM for 17 years.
  • Prior Experience? Mark graduated from Brown University where he was a D1 wrestler. He also interned with NM before starting his career with the company.
  • Passionate About? Mark loves spending time with his wife Andrea and his children Rocca and Izzy. He enjoys the sport of wrestling, the jersey shore, and traveling as well.
Marissa Williams - Wealth Management Advisor:
  • How long with NM? Has worked with NM for 22 years.
  • Prior Experience? She graduated from Villanova University.
  • Passionate About? Marissa spends 50% of her time being a mom of 3 kiddos while still being a top producer nationally. She also enjoys coaching her children, working out, being involved in her community, and recently picking up tennis.
Sagar Shah - Financial Planner:
  • How long with NM? Has worked with NM for 14 years.
  • Prior Experience? Sagar was the founder of his fraternity and graduated from Bryant University. He was also an intern with NM.
  • Passionate About? Sagar loves spending time with his wife Henna, playing pickleball, and being involved in his community.
Ryan Hengerer - Financial Advisor:
  • How long with NM? Has worked with NM for 7 years.
  • Prior Experience? Former PGA Athlete.
  • Passionate About? Ryan enjoys playing golf, spending time with his wife Kristen, and hosting office Taco Tuesdays.
Julian Palermo - Financial Advisor:
  • How long with NM? Has worked with NM for 6 years.
  • Prior Experience? He graduated from Stockton University and was an intern with NM before beginning his career with the company.
  • Passionate About? Julian enjoys cars and participating in high adrenaline activities like skydiving and racing.
Kevin Noon - Financial Advisor:
  • How long with NM? Has worked with NM for 2 years.
  • Prior Experience? Kevin graduated from Rider University and was formerly a D1 Men’s Basketball Coach.
  • Passionate About? Kevin loves spending time with his wife Jaclyn and two sons, Derek and Tyler. Kevin also loves their dog Chase and Philly sports.
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 Strongly 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 Savino is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.

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