Bilingual Financial Consultant

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

Join the Winning Team at Northwestern Mutual (NM) - Greensboro!

Are you bilingual and deeply connected to your local community? Join Northwestern Mutual as a Financial Consultant and explore the opportunity to serve and build lasting relationships with a diverse, multilingual client base.

Financial Consultants at Northwestern Mutual - Greensboro offer expert advice and innovative solutions to address the diverse financial needs of both individuals and businesses. Their comprehensive services cover retirement planning, insurance and investment strategies, estate planning, business planning, education funding, and employee benefits. With a strong focus on understanding each clients unique goals and aspirations, they work closely with clients to develop personalized financial strategies that are designed to set them on a path toward long-term financial success and security.

Check this link out to hear about the type of care we provide : https : / / youtu.be / F1hDE1zagx8?si=l4Bqw -rdpiDd08qu

Why Bilingual Leaders Could Thrive Here :

• Enhanced Client Communication & Trust Bilingual leaders can effectively engage with diverse clients, breaking language barriers and fostering trust, which is crucial in financial services.
• Global Market Understanding Your multilingual skills and cultural awareness may allow you to navigate international markets, identify opportunities, and cater to a wider client base.
• Leadership & Adaptability Having managed teams across different linguistic and cultural backgrounds, you could bring strong leadership, adaptability, and problem-solving skills to the financial services industry.
• Competitive Advantage in a Diverse Industry Bilingual leaders could serve an increasingly diverse clientele, providing tailored financial solutions and enhancing customer experience, giving you the opportunity to gain a competitive edge.

Meet some of our local team :

M. Scott Henegar, Managing Director :

• Time with NM : 27 years (13 as an Advisor, 14 as Managing Director)
• Previous experience : Resort consulting, snow ski instructor, river guide.
• Passionate about : Family, fly fishing, piloting single-engine airplanes, golf, and traveling with family to Europe and the islands.

Jeff Jackman, Wealth Management Advisor / GDD :

• Time with NM : 10 years
• Previous experience : Formerly in the golf business, selling and fitting golf clubs since college.
• Passionate about : Enthusiastic about spending time with his 1-year-old daughter, grilling BBQ, avid golfer, snowboarding, Pittsburgh sports fan, and enjoys personal development and psychology.

Kristin Kling, Financial Advisor / Field Director :

• Time with NM : 10+ years
• Previous experience : Worked at American Express, Wells Fargo, and Lincoln Financial in both call center and banking roles.
• Passionate about : Empowering women in business, exploring new cities and restaurants, baking, musical theater, and connecting people.

Megan Parker, Director of Selection & Recruitment :

• Time with NM : 1 year
• Previous experience : Worked in conferencing, event planning, sales, talent acquisition, and career services in higher education for 9 years.
• Passionate about : Traveling, live music, college football (Go Deacs!), musical theater, working out, volunteering, and crafting.

Key Responsibilities : As a Financial Consultant, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations.

Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor : https : / / youtu.be / xkcAILqGa98?si=skXQvcyW6TSYsnR1

Required Skills : BA or BS degree from a four-year institution is preferred. The candidate must be an accomplished communicator with strong verbal and written skills. Prior sales and / or business experience preferred. Strong interpersonal and communication skills, self-motivated, demonstrated history of personal and professional success, high standard of ethics.

Preferred Skills and Experience :

• Bilingual
• Passionate about Business and Finance
Benefits :
• Retirement
• Leadership opportunities
• Extensive training and development; mentorship provided
• Sponsorship of Licenses : FINRA, series 6, series 7, series 63, series 65, series 66, life and health insurance license
• Development stipends
• Expense allowance
• Comprehensive medical coverage
• Two company funded retirement plans : a traditional pension plan and a defined contribution plan
• Group life and disability income insurance

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Scott Henegar is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.