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? Northwestern Mutual of Fairfield County CT 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. Were proud to support the Catch A Lift Fund, helping post-9 / 11 veterans recover and thrive through fitness, wellness, and community. Our network is one of Northwestern Mutuals most historic network offices. In 2024, the firm had 5 advisors ranked in the Top-10 of the Forbes Best-In-State Financial Securities List (CT) and 9 rank in the Top-25.

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 /

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.

The Backbone of Our Success, Our Local Leaders :

Alex Beilin Managing Partner

• How long with NM? 30 years.
• Previous experience? Worked at TGIFridays during college, excelling in customer service and seasonal sales.
• Passionate about? Spending time with his wife Leslie and son Luca, traveling, sports, and exploring different cultures, as well as faith development.

Louis Pietig Managing Director, Fairfield District Office

• How long with NM? 7 years.
• Previous experience? Financial services wholesaler at Horizon Kinetics and Cohen & Steers, then financial advisor at Wells Fargo Advisors.
• Passionate about? Family, community service, and travel. He has 3 sons and actively gives back to the community.

Andrew Kalinowski Managing Director, Westport District Office

• How long with NM? 10 years, including an internship.
• Previous experience? Held jobs at a car wash and as a bus boy / dishwasher in high school.
• Passionate about? Golf, snowboarding, scuba diving, and Boston sports, especially football (Patriots) and hockey (Bruins).

Why Our Representatives Thrive :

• 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 commiserate with outcomes.
• Dental insurance.
• Health insurance.
• Life insurance.
• Retirement plan.
• Vision insurance.

Income Range Within Our Network of Offices :

Years 1-4 in Business :

• Average : $80,000
• Top 25% : $170,000
• Top 10% : $240,000
• Top performers exceed $200,000 in Year 1

Years 5+ in Business :

• Average : $305,000
• Top 25% : $730,000
• Top 10% : $1,115,000

Our growing offices are located :

• Stamford Network Office : 333 Ludlow Street, Suite 6 Stamford, CT 06902
• Westport District Office : 274 Riverside Ave, Suite 4 Westport, CT 06880
• Fairfield District Office : 1 Eliot Place, Suite 200 Fairfield, CT 06824

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. Alex Beilin is a General Agent of NM. Managing Partners are not in legal partnership with each other, NM, or its subsidiaries.

Flexible work from home options available.