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Wealth Consultant with Military Background
Northwestern Mutual-Southwest Michigan - Battle Creek, MI
posted 2 months ago
About the position
The Wealth Consultant position at Northwestern Mutual - Southwest Michigan is designed for individuals with a military background who are passionate about helping clients secure their financial futures. This role involves assessing clients' financial needs, developing customized insurance solutions, and building strong relationships to provide ongoing support. The position offers a collaborative environment with opportunities for professional growth and advancement.
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, maintaining the highest ethical standards.
Requirements
- Bachelor's degree (preferred).
- Experience in navigating challenges and striving for excellence, particularly in a military context.
Nice-to-haves
- Prior insurance or financial services experience.
Benefits
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Opportunities for advancement
- Vision insurance
- Training & development
- Bonus based on performance
- Company parties
