Wealth Consultant with Military Background
Benefits:
Stipend
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 Young District - Northwestern Mutual Midtown 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 Atlanta 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 - 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.
The Backbone of Our Success, Our Local Leaders:
Zach Young - Managing Director:
How long with NM? 14 years.
Prior Experience? Worked in Investor Relations and Business Development in NYC at the largest private equity firm in the world. Before that, held a role at one of the largest wirehouses globally.
Passionate about? Faith is his #1 priority, followed by family—his wife and two kids. An avid golfer, Braves fan, and praying his kids have fantastic athleticism with even better hearts.
Megan Fleming - Director of Recruitment:
How long with NM? 4 years.
Prior Experience? Spent 3 years as an Associate Financial Representative for an advisor. Before that, was a stay-at-home mom to her two children.
Passionate about? Family first! Loves playing tennis or anything competitive, watching documentaries with her husband, and spending time with her 75-year-old dad. Enjoys bonding with her 12-year-old son (keeping up with Gen Z lingo), shopping and doing hair and makeup with her 7-year-old daughter, and spoiling her dog Mac.
Dominic Scarpelli - Growth and Development Director and Financial Advisor:
How long with NM? 6 years.
Prior Experience? Worked in a hybrid salaried/commission sales role for a medical software company, specializing in revenue cycle management and selling to hospitals, health systems, and larger medical practices.
Passionate about? Enjoys fishing, hunting, and playing video games. Lives with his wife, Brooke, and their dog, Lupo. Passionate about land ownership, reading sci-fi novels, international travel, and NFL football.
Jon Blankenship - Financial Advisor:
How long with NM? Completed the NM internship program in college.
Prior Experience? A graduate of Georgia State University who began his career with Northwestern Mutual right after completing his internship.
Passionate about? Faith and family are central to his life. He’s married, a new dad, and a big Georgia Bulldogs fan—GO Dawgs! Loves golf and is dedicated to leading a youth group at his church.
Sam Williamson - Future Financial Representative:
How long with NM? Joining officially in 2025.
Prior Experience? Former attorney who relocated to the United States from New Zealand.
Passionate about? Married with two kids, he’s passionate about Halloween, collecting fine china, and dressing for success—he believes in dressing for the day you want to have!
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. Zach Young is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.