Wealth Consultant with Military Background Job at Northwestern Mutual - Coastal S.C., Bluffton, SC

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  • Northwestern Mutual - Coastal S.C.
  • Bluffton, SC

Job Description

Job Description

Job Description

Benefits:

  • Retirement
  • 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 of Coastal South Carolina 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 peoples lives as we accelerate the growth of our offices.

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: -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 policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds 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:

Tom Perez - Financial Advisor:

  • How long with NM? 5 years
  • Prior Experience? Tom proudly served 28 years in the Navy (active and reserve) and is a veteran of the War in Afghanistan. Following his retirement from the Navy, Tom worked for the Department of Defense and later as a business development consultant for defense industry, prior to joining NM.
  • Passionate About? Tom is passionate about his family and being a good father. He is also passionate about his faith and working within his church to help his community. He is also deeply passionate about fitness and his career, helping his clients achieve their goals and dreams.
Chrys Kanos - Managing Director:
  • How long with NM? 19 years
  • Prior Experience? Chrys was a Northwestern Mutual college intern prior to joining the full-time career.
  • Passionate About? Chrys is passionate about family, global travel and is a proud girl dad! He has built a career helping others achieve their life by design, not by default!
Martim Cohen Growth and Development Director and Financial Advisor:
  • How long with NM? 6 years
  • Prior Experience? Martim was the Revenue Manager for Easton Porter, a hospitality group located in Downtown Charleston, S.C.
  • Passionate About? Martim is passionate about people. He loves hearing about their backgrounds, life stories, goals, and aspirations, and uses finance as a tool to help them achieve those dreams.
Daniel Harris - Field Director and Financial Advisor:
  • How long with NM? 5 years
  • Prior Experience? After playing college golf at Newbury College, Danny played professionally on several mini tours and in nationwide tour events. He later transitioned into a tech sales role in Charleston, S.C., gaining experience in software solutions.
  • Passionate About? Danny is passionate about his family and helping clients make strategic financial decisions that will positively impact their lives.
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. Chrys Kanos is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.

Job Tags

Full time, Internship, Local area, Work from home, Flexible hours,

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