Finance Manager 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 Greater Delafield 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 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 /

Our supportive district office is located : 3960 Hillside Dr. Suite 101, Delafield, WI 53018

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.

Meet the Backbone of Our Success, Our Leaders :

Michael Ciske, Financial Representative

• How long with NM? Started September 2023.
• Previous experience? Army medic for 16+ years and office manager at a dental office.
• Passionate about? Family, live music, camping, snowboarding, gaming, guitar, and board games.

Mike Scher, Managing Director

• How long with NM? 24 years
• Previous experience? Started as a college intern with NM.
• Passionate about? Married with five kids, huge Packers fan, loves camping and traveling with family and friends. Collects sports cards and memorabilia.

Todd Bowditch, Financial Planner

• How long with NM? 12 years
• Previous experience? Sold health insurance to small business owners.
• Passionate about? Big bourbon collector, loves golfing, struggles with Fantasy Football, and adores his dog, Bonny.

Lindsey Swain, Chief Recruiting Officer

• How long with NM? 4.5 years
• Previous experience? Stay-at-home mom, ran a personal business, raised puppies, substitute teacher, and military wife for 16+ years.
• Passionate about? Raising her kids, involved in youth sports, and enjoys traveling, boating, and reading.

Tim Fraedrich, Financial Representative

• How long with NM? 1 year
• Previous experience? Owned and operated a property and casualty insurance firm.
• Passionate about? Traveling with his daughter for club soccer, coaching high school football, and is a big Wisconsin sports fan.

Danielle Plagge, Director of Operations

• How long with NM? 17 years
• Previous experience? Worked at a bank and ran a small business.
• Passionate about? Loves traveling, excited for next visit to Europe, enjoys new experiences with her husband and friends, and plays volleyball in rec leagues.

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.
• Vision insurance.
• Retirement plan.

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. Michael Scher 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.