What are the responsibilities and job description for the Wealth Consultant with Military Background position at Wolfe District of Northwestern Mutual?
Job Description
Job Description
Benefits :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 Wolfe District 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 peoples 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 /
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.
- How long with NM? 7 years.
- Previous experience? Specializes in working with women in tech, medical professionals, and business owners, holding certifications such as CFP and ChFC.
- Passionate about? Loves weekends at the beach, traveling with her husband, and exploring new cultures and food.
- How long with NM? Over 27 years.
- Previous experience? Founder of Fortify Capital, specializing in working with AM Law 100 attorneys and corporate executives.
- Passionate about : Enjoys traveling, golfing, rooting for the Los Angeles Dodgers, and spending time with his family at the beach.
- How long with NM? Over a decade.
- Previous experience? Founder of Jason Melvin Financial, specializing in holistic financial planning for clients in advertising, marketing, medical, and tech industries.
- Passionate about? Enjoys outdoor activities with family, traveling, mountain biking, surfing, and relaxing at the beach.
- 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.
- 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 :
- Stipend
- Significant bonus opportunity commensurate with outcomes.
- Dental insurance.
- Health insurance.
- Life insurance.
- Retirement plan.
- Vision insurance.
- Bachelor's Degree
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 policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies, with a unique culture deeply dedicated to helping people achieve financial security.
The Backbone of Our Success, Our Local Leaders :
Jaqilyn Wolfe, Managing Director / Financial Advisor :
Mike Waxberg, Private Wealth Advisor :
Jason Melvin, Financial Advisor :
What Our Representatives Value :
Candidate Characteristics :
Education :
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. Jaqilyn Wolfe is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries.
Flexible work from home options available.
