Northwestern Mutual

Wealth Specialist - Entry Level


Pay$72000.00 - $110000.00 / year
LocationMascot/Tennessee
Employment typeFull-Time

This job is now closed

  • Job Description

      Req#: 2604131
      Employer Industry: Financial Services

      Why consider this job opportunity:
      - Salary up to $48,000 annual base stipend with performance-based bonuses
      - Opportunity for career advancement and growth within the organization
      - Flexible work-from-home options available
      - Comprehensive benefits including health, dental, and vision insurance
      - Access to ongoing training and development programs
      - Supportive mentorship from experienced professionals in the field

      What to Expect (Job Responsibilities):
      - Engage with clients to understand their financial goals, aspirations, and concerns
      - Develop comprehensive financial plans that include investments, insurance, and retirement
      - Recommend and implement insurance strategies to protect clients' assets and income
      - Monitor clients' financial plans and provide regular updates, adjusting strategies as needed
      - Build and maintain a network of clients through referrals, community involvement, and professional associations

      What is Required (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
      - Strong interpersonal and communication skills
      - Analytical thinking and the ability to build trust and rapport with clients
      - Ability to obtain necessary licenses, such as Series 6, 63, and TN insurance licenses

      How to Stand Out (Preferred Qualifications):
      - Experience in financial services or business development roles
      - Familiarity with insurance products and financial planning strategies
      - Previous involvement in community service or professional associations

      #FinancialServices #CareerOpportunity #FlexibleWork #ProfessionalDevelopment #ClientRelations

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  • About the company