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Wealth Consultant with Military Background
$74,000 - $139,000/Yr
Northwestern Mutual - Calabasas - Camarillo, CA
posted about 2 months ago
Full-time - Entry Level
Remote - Camarillo, CA
About the position
As a Wealth Consultant at Northwestern Mutual - Calabasas, you will play a vital role in assisting clients to secure their financial futures through tailored insurance solutions. This position emphasizes client assessment, relationship building, and compliance with ethical standards, all while providing personalized financial guidance.
Responsibilities
- Evaluate clients' financial needs and goals to recommend appropriate insurance products.
- Develop personalized insurance plans that align with clients' long-term financial strategies.
- Establish and maintain strong relationships with clients, offering continuous support and advice as their needs evolve.
- Stay informed about the latest insurance products and industry trends to provide clients with the best options available.
- Ensure all recommendations and sales comply with company policies and regulatory requirements.
Requirements
- Military background preferred
- No prior experience needed
- 1 year of experience in financial services is a plus
- Strong communication skills
- Ability to build and maintain client relationships
Nice-to-haves
- Experience with financial planning software
- Knowledge of insurance products
- CFP certification
Benefits
- Health insurance
- Dental insurance
- 401(k)
- 401(k) matching
- Flexible schedule
- Life insurance
- Vision insurance
- Performance bonuses
- Opportunities for advancement
