Wealth Consultant with Military Background

$68,000 - $109,700/Yr

Northwestern Mutual - Greater Iowa City - Iowa City, IA

Full-time - Mid Level

Iowa City, IA

About the position

As a Wealth Consultant at Northwestern Mutual, you will play a critical role in helping clients secure their financial futures through comprehensive insurance solutions. This position emphasizes building strong client relationships, assessing financial needs, and developing personalized insurance plans. The role is designed for individuals with a military background who are eager to transition into a rewarding career in financial services, offering opportunities for advancement and a supportive team environment.

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

• Associate's degree or higher (preferred).
• 1 year of experience in a related field (preferred).
• Strong communication skills and ability to simplify complex decisions for clients.
• Leadership experience or qualities.

Nice-to-haves

• Experience in financial services or insurance (not required).
• Familiarity with software deployment and tools like Backbone.js.
• Military background or experience.

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• Life insurance
• 401(k)
• 401(k) matching
• Flexible schedule
• Opportunities for advancement
• Training & development
• Bonus based on performance