Wealth Manager with Military Background

Job Description

Job Description

Benefits :

Retirement

Bonus based on performance

Company parties

Flexible schedule

Opportunity for advancement

Training & development

Dental insurance

Health insurance

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 - Greensboro is seeking to onboard a new member 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 : https : / / careers.northwesternmutual.com / field -careers / military /

Position Overview : As a Wealth Consultant, you will help clients secure their financial futures through personalized insurance solutions. Key responsibilities include :

• Client Assessment : Identify clients' financial goals to recommend suitable insurance products.
• Customized Solutions : Develop tailored insurance plans aligned with long-term financial strategies.
• Relationship Building : Foster strong client relationships, offering ongoing support.
• Product Knowledge : Stay updated on insurance trends and products.
• Compliance : Ensure all recommendations meet company policies and regulatory standards.

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, with a unique culture deeply dedicated to helping people achieve financial security.

The Backbone of Our Success, Our Local Leaders :

Jeff Jackman, Wealth Management Advisor / GDD :

• How long 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 :

• How long 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 :

• How long 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.

M. Scott Henegar, Managing Director :

• How long 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.

What Our Team Values Most :

• 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.

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. Scott Henegar is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries.

Flexible work from home options available.