Wheeler District of Northwestern Mutual
Wealth Manager with Military Background
Wheeler District of Northwestern Mutual, Gonzales, Louisiana, us, 70707
Benefits:
Stipend
401(k)
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 Wheeler District of Northwestern Mutual is seeking to onboard a new Wealth Manager 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: https://careers.northwesternmutual.com/field-careers/military/
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, with a unique culture deeply dedicated to helping people achieve financial security.
What sets us apart:
• Unsurpassed financial strength*
• A long-term approach to planning
• Personal guidance from financial professionals
• A robust digital experience
The Backbone of Our Success, Our Local Leaders:
Chris McGhee, Financial Advisor:
How long with NM? Since July 2009 as an intern; went full-time in January 2010.
Previous job/career/business experience? College baseball player at LSU.
Passionate about outside of work? Chris is passionate about his kids, Camden (9) and Collins (6), his faith in Christ, coaching youth baseball, and continuously growing in all aspects of life, especially through building meaningful relationships.
Ben Wheeler, Financial Representative & Market Leader:
How long with NM? 24 years, started as an intern before going full-time.
Previous job/career/business experience? Only had different college jobs before joining NM.
Passionate about outside of work? Family is Ben's main priority. He’s been passionate about golf since childhood and spends weekends with his family at their lake house, enjoying the outdoors.
Madison Welch, Talent Director:
How long with NM? 2 years.
Previous job/career/business experience? Elementary school teacher specializing in ESL and Reading.
Passionate about outside of work? Family is Madison’s main priority. She has a love for reading and often finds herself diving into a good book whenever she has free time.
Taylor Dodge, Financial Representative:
How long with NM? Intern in 2010, full-time in September 2013.
Previous job/career/business experience? Worked at Cutco before becoming an intern.
Passionate about outside of work? Taylor enjoys hanging out with his wife and best friends. He’s passionate about golfing, hunting, and fishing, and appreciates that his career allows him the time and resources to pursue all three at a high level.
Position Overview:
As a Wealth Manager 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.
Why Our Representatives Thrive:
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.You will have the opportunity to earn a first year stipend, ensuring you an income for putting in the work and meeting the position’s requirements. Plus, unlimited variable compensation based on outcomes achieved.
Significant bonus opportunity commiserate with outcomes.
Dental insurance.
Health insurance.
Life insurance.
Retirement plan.
Vision insurance.
Education:
Bachelor's Degree (preferred)
Earnings Potential within Our Network of Offices:
High End: $115K+ in the first year.
Long-Term Earnings Potential:
Average of Career Advisors (5+ years): $450K annually.
Top 25%: $1M annually.
Top 10%: $2M annually.
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.
*Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company as of the most recent review and report by each rating agency. Ratings are as of 6/23 (Moody's Investors Service), 8/23 (A.M. Best Company), 8/23 (Fitch Ratings) and 5/23 (S&P Global Ratings). Ratings are subject to change.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Ben Wheeler is a General Agent of NM and is not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Stipend
401(k)
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 Wheeler District of Northwestern Mutual is seeking to onboard a new Wealth Manager 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: https://careers.northwesternmutual.com/field-careers/military/
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, with a unique culture deeply dedicated to helping people achieve financial security.
What sets us apart:
• Unsurpassed financial strength*
• A long-term approach to planning
• Personal guidance from financial professionals
• A robust digital experience
The Backbone of Our Success, Our Local Leaders:
Chris McGhee, Financial Advisor:
How long with NM? Since July 2009 as an intern; went full-time in January 2010.
Previous job/career/business experience? College baseball player at LSU.
Passionate about outside of work? Chris is passionate about his kids, Camden (9) and Collins (6), his faith in Christ, coaching youth baseball, and continuously growing in all aspects of life, especially through building meaningful relationships.
Ben Wheeler, Financial Representative & Market Leader:
How long with NM? 24 years, started as an intern before going full-time.
Previous job/career/business experience? Only had different college jobs before joining NM.
Passionate about outside of work? Family is Ben's main priority. He’s been passionate about golf since childhood and spends weekends with his family at their lake house, enjoying the outdoors.
Madison Welch, Talent Director:
How long with NM? 2 years.
Previous job/career/business experience? Elementary school teacher specializing in ESL and Reading.
Passionate about outside of work? Family is Madison’s main priority. She has a love for reading and often finds herself diving into a good book whenever she has free time.
Taylor Dodge, Financial Representative:
How long with NM? Intern in 2010, full-time in September 2013.
Previous job/career/business experience? Worked at Cutco before becoming an intern.
Passionate about outside of work? Taylor enjoys hanging out with his wife and best friends. He’s passionate about golfing, hunting, and fishing, and appreciates that his career allows him the time and resources to pursue all three at a high level.
Position Overview:
As a Wealth Manager 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.
Why Our Representatives Thrive:
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.You will have the opportunity to earn a first year stipend, ensuring you an income for putting in the work and meeting the position’s requirements. Plus, unlimited variable compensation based on outcomes achieved.
Significant bonus opportunity commiserate with outcomes.
Dental insurance.
Health insurance.
Life insurance.
Retirement plan.
Vision insurance.
Education:
Bachelor's Degree (preferred)
Earnings Potential within Our Network of Offices:
High End: $115K+ in the first year.
Long-Term Earnings Potential:
Average of Career Advisors (5+ years): $450K annually.
Top 25%: $1M annually.
Top 10%: $2M annually.
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.
*Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company as of the most recent review and report by each rating agency. Ratings are as of 6/23 (Moody's Investors Service), 8/23 (A.M. Best Company), 8/23 (Fitch Ratings) and 5/23 (S&P Global Ratings). Ratings are subject to change.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Ben Wheeler is a General Agent of NM and is not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.