Field Advisor with Real Estate Background
Benefits:
Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Transition Your Real Estate Experience to Financial Services with Northwestern Mutual!
Are you a residential or commercial real estate agent interested in exploring a new career path? The Sugarloaf District of Northwestern Mutual invites real estate professionals to consider how their skills and experiences could align with a career in financial services as a Financial Advisor, offering new opportunities for growth, income potential, and professional impact. Here is why many in the Real Estate industry consider a successful transition:
Endurance and Dedication Translate Well: Your success in real estate demonstrates the endurance and dedication required to thrive in a demanding market, which align well with a career in financial services.
Building Meaningful Client Relationships: Real estate transactions may be one-time events, but financial services provide the opportunity to work with clients throughout their lives, addressing needs such as saving for college, planning for retirement, or buying a home.
Leverage Your Expertise and Network: Your skills and professional connections from real estate can help you guide individuals toward achieving their financial goals.
Career Growth Opportunities: Explore a career path that allows you to continue helping others while developing your professional skills.
Comprehensive Training and Licensing Support: We offer training and licensure opportunities to equip you with the tools and knowledge needed for success in financial services.
About Us: At Northwestern Mutual - Sugarloaf, our leadership team is a family affair. Managing Director and Growth & Development Director, a brother-sister duo from Gwinnett County, bring 27 years of combined experience to the firm. Their collaboration has built a thriving practice dedicated to guiding and mentoring new financial representatives to long-term success. We hold all new advisors to the highest standards, emphasizing the achievement of Pacesetter 1st 40, a benchmark that places new advisors in the Top 10% nationwide. Our Launch Accelerator Program offers new advisors the opportunity to earn up to $16,000 in extra incentives during their first year, setting the stage for a strong financial foundation. Our local office provides comprehensive support, including a dedicated Planning Team, Chief Marketing Officer, and investment exam resources such as tutoring and sponsorship for CFP certification. Advisors gain access to a nationwide network for joint work opportunities and benefit from mentorship, cutting-edge tools, and a technology-driven career platform.
Meet Our Local Leaders:
Shannon Wiley - Managing Director:
How long with NM? 20 years in July
Previous experience? Started right out of college with a BBA degree. Shannon saw herself at NM, leading a team, with a clear vision.
Passionate about? Family over everything! Loves working out at Orange Theory and living clean. Favorite destination is Italy. An avid golfer, started lessons 2 years ago, and enjoys traveling the US.
Rich Wiley - Financial Advisor and Growth & Development Director:
How long with NM? 17 years, brother to Shannon Wiley
Previous experience? Former client of NM and a Loan Originator in the Mortgage Industry. Chose to pursue a career at NM to stay connected with his community and family roots. Played college baseball.
Passionate about? Faith, family, and country. Married to Jill with three boys: David plays college baseball at Wofford, Nick is in freight logistics sales, and Zachary is chasing his biggest Scottie Scheffler dreams through high school golf. A big sports family.
Key Responsibilities of a Financial Advisor:
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
Experience: Previous experience in financial services or insurance is not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Position Perks:
Significant bonus opportunity commensurate with outcomes
Dental insurance
Health insurance
Life insurance
Retirement plan
Vision insurance
Ongoing professional development
Local culture of support and positive recognition
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Shannon Wiley is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.