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 Lincoln 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 Jeff Salazars inspiring journey from serving with the US Navy to a successful career in civilian life at Northwestern Mutual : https : / / youtu.be / EZzIt7os8MY?si=C1Qqbyeu7TnzHsoD

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 :

Nathan Kruse - Wealth Management Advisor & Managing Director :

• How long with NM? Started with NM 15 years ago.
• Prior Experience? Began as an intern with NM during college.
• Passionate About? Enjoys spending time with family, watching Nebraska Husker football, golfing, and hunting.

Russell Walton - Financial Advisor :

• How long with NM? Been with NM for 12 years.
• Prior Experience? Previously a bank teller, sales intern, then began as an intern with NM.
• Passionate About? Loves sports such as wrestling, football, and golf. He also enjoys spending time with family and traveling.

Jennifer Brase - Managing Partner :

• How long with NM? Been with NM for 35 years.
• Prior Experience? Graduate of University of Nebraska - Lincoln. Briefly worked process student loan claims prior to seeking a greater, growth oriented career with NM.
• Passionate About? Loves Nebraska Cornhusker football, camping, taking her kids on new adventures, and spending time with friends and family.

Laurie Sagehorn - Director of Development :

• How long with NM? Been with NM for 5 years.
• Prior Experience? Was in Pharmaceutical Sales prior.
• Passionate About? Loves cheering on her sons high school sports teams. Enjoys family time as well as traveling.

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 :
• Retirement
• 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. Nathan Kruse is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.