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 Roberts 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 people’s 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/
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 policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
The Backbone of Our Success, Our Local People:
Kevin Roberts – Managing Director
- How long with NM: Kevin has been with Northwestern Mutual for 20 years.
- Prior Experience: Formerly a student athlete before beginning his professional career.
- Passionate About: Married to Rebecca for 9 years with two children. Enjoys family time, is a member of Winchester Golf Club, and loves deer hunting and hiking. Recently traveled with his family to Banff, Canada.
Dallas Gilbert – Growth & Development Director
- How long with NM: Dallas has been with Northwestern Mutual for 8 years.
- Prior Experience: Worked as a janitor at a gym before joining the internship program with Northwestern Mutual.
- Passionate About: Enjoys working out and is a car enthusiast—proud owner of a black Corvette C8. Recently married to his wife, who is a nurse.
Pranav Patel – Campus Unit Director
- How long with NM: Pranav has been with Northwestern Mutual for 4 years.
- Prior Experience: Started as a student in Northwestern Mutual’s internship program.
- Passionate About: Loves BBQing, fishing for trout, and traveling to tropical destinations. Enjoys spending quality time with his girlfriend of 6 years.
Mike Bellotti – Wealth Management Advisor
- How long with NM: Has been with Northwestern Mutual for 18 years.
- Prior Experience: Worked in the mortgage business before joining Northwestern Mutual.
- Passionate About: Married to his wife and proud dad of two boys. Coaches kids’ baseball teams and enjoys traveling with his family.
Position Overview:
As a Wealth Consultant you will play a critical role in helping clients secure their financial futures through comprehensive insurance and financial 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.
What Our Representatives Value:
- 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.
Candidate Characteristics:
- 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:
- Strong Earnings Potential: Combining first year income and unlimited upside.
- Significant bonus opportunity commensurate with outcomes.
- Dental insurance.
- Health insurance.
- Life insurance.
- Retirement plan.
- Vision insurance.
Education:
- Bachelor's Degree Strongly Preferred
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. Kevin Roberts is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Salary :
Remote / Work from Home
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