Northwestern Mutual-Southwest Michigan
Wealth Manager with Military Background
Northwestern Mutual-Southwest Michigan, Kalamazoo, Michigan, United States, 49006
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? Northwestern Mutual - Southwest Michigan 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: 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:
Dakota Northup, Financial Advisor:
How long with NM? Less than 1 year.
Previous Experience? Senior Manager in pharmaceuticals and military intelligence officer.
Passionate about? Dakota loves fitness, completing the Murph challenge annually, and enjoys recreational sports and time with family and friends.
Sharon Yoder, Managing Director & Wealth Management Advisor:
How long with NM? 18 years.
Previous Experience? Started in financial services during college and developed a passion for financial planning.
Passionate about? Sharon and her husband Mike, with their four children, support foster care and adoption causes. She enjoys traveling, family time, professional networking, and attending Detroit sports games.
Charles Walker, Financial Advisor:
How long with NM? 32 years.
Previous Experience? Transitioned from a corporate role at Kellogg Co.
Passionate about? Charles and his wife Sherry are dedicated to ministry and volunteer work. He enjoys Detroit sports, golfing, and cooking with family and friends.
Steve Lowe, Wealth Management Advisor:
How long with NM? 20 years.
Previous Experience? Former professional hockey player, drafted by the Dallas Stars.
Passionate about? Steve is a family man, supports The Miracle League, and enjoys watching hockey and spending time with his wife and daughters.
Chris Arnone, Financial Advisor:
How long with NM? 5 years.
Previous Experience? Successful in sales before joining NM, U5 Advisor of the Year in 2023.
Passionate about? Chris and his wife Amanda homeschool their six children. He enjoys camping, cars, and making an impact on clients’ financial lives.
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)
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. Sharon Yoder is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries.
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? Northwestern Mutual - Southwest Michigan 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: 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:
Dakota Northup, Financial Advisor:
How long with NM? Less than 1 year.
Previous Experience? Senior Manager in pharmaceuticals and military intelligence officer.
Passionate about? Dakota loves fitness, completing the Murph challenge annually, and enjoys recreational sports and time with family and friends.
Sharon Yoder, Managing Director & Wealth Management Advisor:
How long with NM? 18 years.
Previous Experience? Started in financial services during college and developed a passion for financial planning.
Passionate about? Sharon and her husband Mike, with their four children, support foster care and adoption causes. She enjoys traveling, family time, professional networking, and attending Detroit sports games.
Charles Walker, Financial Advisor:
How long with NM? 32 years.
Previous Experience? Transitioned from a corporate role at Kellogg Co.
Passionate about? Charles and his wife Sherry are dedicated to ministry and volunteer work. He enjoys Detroit sports, golfing, and cooking with family and friends.
Steve Lowe, Wealth Management Advisor:
How long with NM? 20 years.
Previous Experience? Former professional hockey player, drafted by the Dallas Stars.
Passionate about? Steve is a family man, supports The Miracle League, and enjoys watching hockey and spending time with his wife and daughters.
Chris Arnone, Financial Advisor:
How long with NM? 5 years.
Previous Experience? Successful in sales before joining NM, U5 Advisor of the Year in 2023.
Passionate about? Chris and his wife Amanda homeschool their six children. He enjoys camping, cars, and making an impact on clients’ financial lives.
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)
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. Sharon Yoder is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries.