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? The Louisville Group of Northwestern Mutual 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 people’s 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:

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 policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.

Our offices are located at:

• 140 Whittington Parkway, Louisville, KY 40299
• 400 E Market Street Louisville, KY 40202 Ste. 200

Meet Our Team: 

Sophia Fischer – District Director and Chief Development Officer:

• Time with NM: 9 years.
• Prior Experience: Began her career with Northwestern Mutual as an AFR supporting a successful female advisor. She has also held a role on the Network Office team and now operates with both an advisor and leadership contract. Prior to NM, Sophia worked for three years at the University of Louisville College of Business after completing her MBA, and before that served as a Surface Warfare Officer in the Navy.
• Passionate About: Sophia enjoys spending time with her close family and being outdoors. A farm girl at heart, she has a deep love for animals, especially dogs, cats, and horses, and enjoys working outside, hiking, and spending time on the farm. She also has an adventurous side and loves traveling and trying new experiences, including skydiving, scuba diving, hang gliding, parasailing, snowmobiling, and skiing.

Cory Thorne – Financial Advisor and District Director (DTO):

• Time with NM: 16 years.
• Prior Experience: Began his professional career with Northwestern Mutual as an intern during his junior year of college and has built his entire career within the organization.
• Passionate About: Cory is passionate about his family, his wife Kathryn and daughters Emma and Hannah. He enjoys spending time outdoors, including mountain biking and hiking. His hobbies include woodworking, photography, and golf.

Anthony Mosley – Chief Recruiting Officer:

• Time with NM: 1 Year.
• Prior Experience: Brings 13 years of experience in recruitment operations, talent attraction, and leadership. Prior to joining Northwestern Mutual, Anthony worked with companies including Facebook, Congo Brands, and Aerotek.
• Passionate About: Anthony is a devoted husband and father and enjoys spending time with his family. He loves college football and spending time outdoors in the sun.

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:

• Strong Earnings Potential: Combining first year income and unlimited upside.
• 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. Anthony Mosely is a Chief Recruitment Officer of NM and not in legal partnership with NM, or its subsidiaries.