What are the responsibilities and job description for the Business Specialist - Bilingual Preferred position at Vrana Network - Northwestern Mutual?
Benefits:
Join the Winning Team at The Vrana Network - Northwestern Mutual
Are you bilingual and deeply connected to your local community? Join The Vrana Network - Northwestern Mutual as a Financial Representative and explore the opportunity to serve and build lasting relationships with a diverse, multilingual client base across
Financial Representatives at The Vrana Network - Northwestern Mutual offer expert advice and innovative solutions to address the diverse financial needs of both individuals and businesses. Their comprehensive services cover retirement planning, insurance and investment strategies, estate planning, business planning, education funding, and employee benefits. With a strong focus on understanding each client’s unique goals and aspirations, they work closely with clients to develop personalized financial strategies that are designed to set them on a path toward long-term financial success and security.
Check this link out to hear about the type of care we provide: https://youtu.be/F1hDE1zagx8?si=l4Bqw-rdpiDd08qu
Why Bilingual Leaders Can Thrive Here:
Meet some of our local team:
Brian Vrana, Managing Partner:
Brian has been with Northwestern Mutual for 23 years, having started with the company through their internship program while still in college. Before his career in financial services, he was a farmer. Outside of work, Brian is passionate about his family, coaching his sons' baseball teams, watching his daughter compete in dance, and spending quality time outdoors. He is also deeply committed to community involvement and mentoring new team members.
Fernando Suarez, Managing Director:
With 40 years at Northwestern Mutual, Fernando began as an intern while attending college in the U.S. He moved from Colombia to pursue his education and eventually founded the San Antonio district office. He built a successful wealth management practice in Houston and became one of the first Hispanic/Latino professionals to earn the CFP certification. Fernando is passionate about family, soccer, travel, and making a community impact. He has served as President of the Managing Director Association Board and continues to mentor countless advisors in the industry.
Cathy Suarez, Associate Managing Director:
Cathy joined Northwestern Mutual 9 years ago, bringing a background in sales and marketing leadership from the advertising and tech industries. She also has experience in education and community engagement with nonprofits. Cathy is passionate about family, volunteering, dancing, traveling, and Zumba. Having traveled to around 40 countries and being fluent in five languages, she connects easily with people from diverse backgrounds. Cathy enjoys giving back to her community through various volunteer opportunities.
Key Responsibilities: As a Financial Representative, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations.
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: https://youtu.be/xkcAILqGa98?si=skXQvcyW6TSYsnR1
Required Skills: BA or BS degree from a four-year institution is preferred. The candidate must be an accomplished communicator with strong verbal and written skills. Prior sales and/or business experience preferred. Strong interpersonal and communication skills, self-motivated, demonstrated history of personal and professional success, high standard of ethics.
Preferred Skills and Experience:
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Brian Vrana 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
Join the Winning Team at The Vrana Network - Northwestern Mutual
Are you bilingual and deeply connected to your local community? Join The Vrana Network - Northwestern Mutual as a Financial Representative and explore the opportunity to serve and build lasting relationships with a diverse, multilingual client base across
Financial Representatives at The Vrana Network - Northwestern Mutual offer expert advice and innovative solutions to address the diverse financial needs of both individuals and businesses. Their comprehensive services cover retirement planning, insurance and investment strategies, estate planning, business planning, education funding, and employee benefits. With a strong focus on understanding each client’s unique goals and aspirations, they work closely with clients to develop personalized financial strategies that are designed to set them on a path toward long-term financial success and security.
Check this link out to hear about the type of care we provide: https://youtu.be/F1hDE1zagx8?si=l4Bqw-rdpiDd08qu
Why Bilingual Leaders Can Thrive Here:
- Enhanced Client Communication & Trust – Bilingual leaders can effectively engage with diverse clients, breaking language barriers and fostering trust, which is crucial in financial services.
- Global Market Understanding – Your multilingual skills and cultural awareness may allow you to navigate international markets, identify opportunities, and cater to a wider client base.
- Leadership & Adaptability – Having managed teams across different linguistic and cultural backgrounds, you could bring strong leadership, adaptability, and problem-solving skills to the financial services industry.
- Competitive Advantage in a Diverse Industry – Bilingual leaders could serve an increasingly diverse clientele, providing tailored financial solutions and enhancing customer experience, giving you the opportunity to gain a competitive edge.
Brian Vrana, Managing Partner:
Brian has been with Northwestern Mutual for 23 years, having started with the company through their internship program while still in college. Before his career in financial services, he was a farmer. Outside of work, Brian is passionate about his family, coaching his sons' baseball teams, watching his daughter compete in dance, and spending quality time outdoors. He is also deeply committed to community involvement and mentoring new team members.
Fernando Suarez, Managing Director:
With 40 years at Northwestern Mutual, Fernando began as an intern while attending college in the U.S. He moved from Colombia to pursue his education and eventually founded the San Antonio district office. He built a successful wealth management practice in Houston and became one of the first Hispanic/Latino professionals to earn the CFP certification. Fernando is passionate about family, soccer, travel, and making a community impact. He has served as President of the Managing Director Association Board and continues to mentor countless advisors in the industry.
Cathy Suarez, Associate Managing Director:
Cathy joined Northwestern Mutual 9 years ago, bringing a background in sales and marketing leadership from the advertising and tech industries. She also has experience in education and community engagement with nonprofits. Cathy is passionate about family, volunteering, dancing, traveling, and Zumba. Having traveled to around 40 countries and being fluent in five languages, she connects easily with people from diverse backgrounds. Cathy enjoys giving back to her community through various volunteer opportunities.
Key Responsibilities: As a Financial Representative, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations.
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: https://youtu.be/xkcAILqGa98?si=skXQvcyW6TSYsnR1
Required Skills: BA or BS degree from a four-year institution is preferred. The candidate must be an accomplished communicator with strong verbal and written skills. Prior sales and/or business experience preferred. Strong interpersonal and communication skills, self-motivated, demonstrated history of personal and professional success, high standard of ethics.
Preferred Skills and Experience:
- Bilingual
- Passionate about Business and Finance
- Exceptional income potential
- Leadership opportunities
- Extensive training and development; mentorship provided
- Sponsorship of Licenses: FINRA, series 6, series 7, series 63, series 65, series 66, life and health insurance license
- Development stipends
- Expense allowance
- Comprehensive medical coverage
- Two company funded retirement plans: a traditional pension plan and a defined contribution plan
- Group life and disability income insurance
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Brian Vrana is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
