Financial Advisor with Government Experience
Northwestern Mutual - Greensboro
Job Description
Job Description
Benefits:
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
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: Jeff Jackman, Wealth Management Advisor & Growth & Development Director:
- 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.
- 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.
- How long with NM? 2 years
- 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 basketball & football (Go Deacs!), musical theater, club pilates, volunteering in the community, and gardening.
- How long with NM? 29 years (14 as an Advisor, 15 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.
As a Wealth Consultant, you will help clients secure their financial futures through comprehensive insurance and financial planning solutions. Your leadership experience from government or military service will directly translate to your ability to apply strategic thinking, problem-solving, and communication skills in developing personalized financial strategies. Key responsibilities 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.
- 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.
- 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.
- 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.
- Bachelor's Degree is strongly preferred or military equivalent
Flexible work from home options available.
Vacancy posted 7 days ago
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