Insurance advisor

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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.

The NM-Sugarloaf District Office has been recognized multiple times over the last decade for achievements such as Forbes’ Best Employers for Diversity, Military Friendly® Employer, Best Place to Work for LGBTQ Equity, Multicultural and Women’s Affinity Summits, and more.

What Sets Our District Office Apart :

Family Leadership : Both the Managing Director and Growth & Development Director are a brother / sister family partnership from Gwinnett County.

They have been with the company for a combined 27 years and have collaborated to build a successful practice, focused on guiding and mentoring new financial representatives.

Pacesetter Excellence Expectation : We have a firm belief that all new advisors can and will achieve Pacesetter 1st 40.

Pacesetter 1st 40 is the Top 10% of all new advisors at Northwestern Mutual nationwide.

• Launch Accelerator Program : A new advisor could earn up to $16K in extra incentives in their first 12 months.
• Comprehensive Support : Local Network Office support includes a Planning Team, Chief Marketing Officer, tutoring and sponsorship on investment exams and CFP.

This allows you to build your career and access hundreds of advisors across the country for joint work opportunities, empowering and educating new advisors.

You receive a mentor, the tools, resources, and technology that set your career up for success.

Meet some of our local leaders, the heartbeat of our business :

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.

About the Financial / Insurance Advisor Role :

As a Financial Advisor at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning.

Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.

Key Responsibilities :

• 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 :

• Education : A bachelor's degree in finance, business, or a related field is preferred.
• Experience : Previous experience in financial services, insurance or business development is beneficial but 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).

Benefits :

• Professional Development : Access to ongoing training and development programs, including sponsorship for advanced certifications.
• Income Potential : Competitive compensation structure including performance incentives, with no ceiling.
• Support and Mentorship : Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
• Work-Life Balance : Flexibility to create a schedule that fits your lifestyle and goals.
• Impact : Make a lasting impact by guiding individuals and families in your community towards financial security and success.

This is a Hybrid position.

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.

Last updated : 2024-10-07