Wealth Consultant - Seeking Military Veterans
$76,000 - $139,000/Yr
Northwestern Mutual - Fairfield County - Bridgeport, CT
posted 2 months ago
Full-time - Entry Level
Onsite - Bridgeport, CT
About the position
As a Wealth Consultant at Northwestern Mutual, you will play a vital role in assisting clients to secure their financial futures through tailored insurance solutions. This position is particularly suited for military veterans who possess a strong sense of mission and excellence. You will be responsible for evaluating clients' financial needs, developing personalized insurance plans, and maintaining strong client relationships while ensuring compliance with company policies and ethical standards.
Responsibilities
- Evaluate clients' financial needs and goals to recommend appropriate insurance products.
- Develop personalized insurance plans that align with clients' long-term financial strategies.
- Establish and maintain strong relationships with clients, offering continuous support and advice as their needs evolve.
- Stay informed about the latest insurance products and industry trends to provide clients with the best options available.
- Ensure all recommendations and sales comply with company policies and regulatory requirements.
Requirements
- Experience in financial services is preferred but not required.
- High school diploma or GED is required.
Nice-to-haves
- Prior insurance or financial services experience is a plus.
Benefits
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Opportunities for advancement
- Training & development
- Vision insurance
