Wealth Consultant with Military Background
$68,000 - $110,700/Yr
Northwestern Mutual - Greater Madison - Wisconsin Dells, WI
posted 2 months ago
Full-time - Entry Level
Wisconsin Dells, WI
About the position
The Wealth Consultant position at Northwestern Mutual 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 emphasizes ethical compliance and staying informed about industry trends to offer the best options to clients. The company values teamwork, personal growth, and offers a supportive environment for professional development.
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 working with middle schoolers (not mandatory).
Nice-to-haves
- Prior insurance or financial services experience (not required).
Benefits
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Vision insurance
- Opportunities for advancement
- Training & development
