Wealth Consultant with Military Background

Job Description

Job Description

Benefits:

• Retirement
• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

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 Ward 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 peoples 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:

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 policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds 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 Leaders:
Jay Ward Managing Director

• How long with NM? 28 years
• Prior Experience? Jay began his career right out of college after attending Wake Forest University and has since built a successful leadership role at Northwestern Mutual.
• Passionate About? Jay is dedicated to mentoring new financial representatives and helping his clients achieve their financial goals. Outside of work, he enjoys golfing, traveling, and following Wake Forest sports. He values family time with his wife and children and is also involved in supporting the veteran community through his role on the board of Veterans Bridge Home Triad.

Gabe Irby Field Director & Private Wealth Advisor

• How long with NM? 13 years
• Prior Experience? Gabe joined Northwestern Mutual after playing Division 1 football and completing a college internship with the company.
• Passionate About? Gabe focuses on family and community involvement, enjoying golf and other activities with his wife and four children. He is also engaged with Leadership Winston-Salem as part of the Class of 2025.

Peter Hofinga Director of Selection

• How long with NM? 1 year
• Prior Experience? Peter serves as a Marine Corps Officer with over 13 years of experience.
• Passionate About? Outside of work, Peter enjoys captaining an adult soccer team, competing in Spartan Races, and coaching his three daughters sports teams. He is also dedicated to volunteering as a mentor for organizations that support veterans transitioning to civilian employment.

Anna Howard Financial Advisor

• How long with NM? 4 years
• Prior Experience? Anna joined Northwestern Mutual following her time as a collegiate field hockey player at Guilford College.
• Passionate About? Anna is actively engaged in the Winston-Salem community through various civic initiatives. She is committed to making a positive impact and supporting local causes. Anna is also supported by her partner, a member of the military.

Joshua Goocey Financial Advisor

• How long with NM? 5 years
• Prior Experience? Joshua transitioned into financial advising after a successful career in academia and the ministry.
• Passionate About? A triathlete, Joshua enjoys outdoor activities and spending time with his wife and three kids. He holds 2 master degrees from Wake Forest University and Duke University and continues to apply his academic background to his financial practice.

Russ Lauten Financial Advisor

• How long with NM? 5 years
• Prior Experience? Russ joined Northwestern Mutual after 15 years in a leadership role at Hanesbrands. He has a background in sports management from his time as a basketball team manager at UNC Chapel Hill.
• Passionate About?An experienced Ironman competitor, Russ is focused on continuous self-improvement both personally and professionally. He enjoys challenging himself and strives to help his clients achieve their financial goals. Outside of work, he is supported by his wife and newborn, and values balancing family life with his pursuit of personal growth.

Position Overview:
As a Wealth Consultant you will play a critical role in helping clients secure their financial futures through comprehensive insurance 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 (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. Jay Ward is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.