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? Tysons District of Northwestern Mutual is seeking to onboard a new Wealth Consultant onto 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 : https : / / youtu.be / 7qENT2Ydpn8

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.

Our thriving office is located at : 8484 Westpark Drive, Suite 700, McLean, VA 22102

The Backbone of Our Success, Our Local Leaders :

Sep Harandi Managing Director :

• Time with NM : 5 years
• Prior Experience : Graduate of the University of Oklahoma; joined NM after completing grad school.
• Passionate About : A big soccer fan and former collegiate player at Longwood University, Sep also enjoys playing golf and tennis, trying new restaurants, and spending time with his shepherd / husky mix, Chano.

Aubrey Rosser Private Wealth Advisor & Growth and Development Director :

• Time with NM : 16 years
• Prior Experience : Former Wall Street professional who transitioned to NM after the 2008 crash to build a more stable and self-directed career.
• Passionate About : A dual-sport athlete in college (basketball and baseball), Aubrey is also an avid golfer. He enjoys spending time with his wife, Nicole, and their three children.

Bryce Coffee Private Wealth Advisor & Growth and Development Director :

• Time with NM : 15 years
• Prior Experience : Worked in private equity in Atlanta, GA prior to joining NM.
• Passionate About : A golf enthusiast and dedicated sneaker collector (especially Jordans and golf shoes), Bryce enjoys family life with his wife and their three children.

Jason Tiede Private Wealth Advisor & Growth and Development Director :

• Time with NM : 11 years
• Prior Experience : Former Director at Blackboard in the education sector.
• Passionate About : A proud UVA alum and UVA sports fan. He and his wife have three children, and their oldest is heading to the University of Tennessee. Jason and Amanda have long been active supporters of the Leukemia & Lymphoma Society (LLS).

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 current on 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 :
• Retirement
• Significant bonus opportunity commensurate with outcomes.
• Dental insurance.
• Health insurance.
• Life insurance.
• Retirement plan including a company-funded pension and PFGF (our version of a profit-sharing 401(k))
• 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. Sep Harandi is a Managing Director of NM and is not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.