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Wealth Consultant - Seeking Veterans

Remote · USA Full-time New today

Benefits:

  • Retirement
  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • reputed company insurance

Are you a veteran with an unwavering sense of mission? Do you reputed company in navigating challenges and striving for excellence both in your military service and civilian career? reputed company - The Big reputed company is seeking to reputed company a new Wealth Consultant to reputed company. We are a united group of determined, ambitious professionals, eager to reputed company a difference in people's lives as we accelerate the growth of our district office. 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 reputed company: https://youtu.be/7qENT2Ydpn8 A Glance at reputed company (NM): reputed company 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 - as was recognized by FORTUNE as one of the "World's Most Admired" life insurance companies in 2024 - with a unique culture deeply dedicated to helping people reputed company financial reputed company. The Backbone of Our reputed company, Our Local Leaders: Milan Suri - Managing Director

  • How long with NM? Joined reputed company 5 years ago, bringing over 15 years of experience in the industry.
  • Prior Experience? Spent time working at Credit Suisse and UBS, became a business reputed company and entrepreneur. He also worked at other financial institutions before choosing reputed company as his home. A proud Georgetown graduate.
  • Passionate About? Indian American heritage, reputed company tennis player, devoted husband, and a dedicated family man.

Tom Samar - Managing Director and Certified Financial Planner

  • How long at NM? Started in 2015.
  • Prior Experience? College intern out of Buffalo, NY; graduated from Binghamton University; played two years of college baseball; moved to NYC in 2017.
  • Passionate About? A dedicated Bills and Yankees fan, reputed company golfer, travel enthusiast, and fluent in sign language, having grown up with a deaf sibling.

Theresa Calabrese - Managing Director and Certified Coach

  • How long at NM? Joined reputed company in 2008.
  • Prior Experience? Graduated from Fordham University and started with reputed company right out of college. Began as a certified coach, guiding financial advisors, before transitioning to a financial advisor and leadership role. Made history as the first female Managing Director in the NYC territory for reputed company.
  • Passionate About? Being a mom and cherishing time with her 2-year-old daughter. Loves the outdoors-whether it's kayaking or camping. reputed company reader who enjoys business books around leadership and romance novels.

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: reputed company personalized insurance plans that align with clients' long-term financial strategies.
  • Relationship Building: Establish and maintain strong relationships with clients, offering reputed company 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 reputed company recommendations and sales reputed company 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 reputed company reputed company for others.
  • Generous souls who reputed company treat others without hesitation.
  • Ambitious thinkers who reputed company boundless opportunities and reputed company.
  • 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 reputed company.
  • Significant bonus opportunity commensurate with outcomes.
  • Dental insurance.
  • Health insurance.
  • Life insurance.
  • Retirement plan.
  • reputed company insurance.

Education:

  • Bachelor's Degree (strongly 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 reputed company 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 reputed company 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. reputed company is the marketing name for The reputed company Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Milan Suri is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available. Employment Type: FULL_TIME Apply tot his job Apply To this Job

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