Wealth Manager with Military Background

Northwestern Mutual - Sugarloaf

Wealth Manager with Military Background

Decatur, GA +1 location
Full Time
Paid
  • Responsibilities

    Benefits:

    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 Northwestern Mutual - Sugarloaf Office is seeking to onboard a new client advisor 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 office in Greater Atlanta.

    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

    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.

    Our Unique Angle: Meticulous Training and Development

    We distinguish ourselves by prioritizing a meticulous focus on the process, ensuring sustainable business practices and a predictable high-activity approach, setting us apart from an industry often fixated on end results.

    MEET OUR LOCAL LEADERS, THE HEARTBEAT OF OUR SUCCESS:

    Shannon Wiley, Managing Director:

    Time with NM: 20 years in July

    Prior Experience: Started right out of college with a BBA degree. Shannon saw herself at NM, leading a team, with a clear vision.

    Passions: 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:

    Dual Role: Financial Advisor and Growth & Development Director

    Time with NM: 17 years, brother to Shannon Wiley

    Prior 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.

    Passions: 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.

    Kerry Jules:

    Role: Financial Representative

    Time with NM: 18 months

    Prior Experience: Started right out of college with a business degree from Life University. Played collegiate soccer. Immigrated from Haiti as a youth, and graduated from Duluth High School in Duluth, GA.

    Passions: Loves coaching and playing soccer. Involved in the Haitian community. Takes salsa lessons in his free time.

    Position Overview:

    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 Team Members Value Most:

    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.

    Qualities We Seek in a Candidate:

    Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators.

    Achievers who celebrate accomplishments with a balanced and positive mindset.

    People who prioritize understanding the "who, why, and how" behind actions more than just the "what."

    Professionals dedicated to mastering their craft and excelling in their field.

    Savvy communicators who find joy in simplifying complex decisions for others.

    Emerging leaders and team players, equally adept at leading and collaborating.

    Generous souls who gladly treat others without hesitation.

    Ambitious thinkers who embrace boundless opportunities and possibilities.

    Fearless individuals, unafraid of public setbacks as they embrace personal growth.

    Open-minded and receptive, eager to learn and be coached regardless of their experience level.

    Forward-thinkers who balance long-term vision with outstanding short-term performance.

    Advocates for teamwork and cooperation, where everyone contributes equally.

    Passionate about their work, yet approachable and good-natured in their demeanor.

    Benefits:

    Significant bonus opportunity commiserate with outcomes

    Dental insurance

    Health insurance

    Life insurance

    Retirement plan

    Tuition reimbursement

    Vision insurance

    Education and Licensing Requirements:

    Bachelor's Degree (preferred) and willingness to obtain state insurance licensing.

    If these qualities describe you, then Northwestern Mutual - Sugarloaf 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.

    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. Shannon Wiley is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries.

    Flexible work from home options available.

  • Locations
    Decatur, GA • Lawrenceville, GA