Wealth Consultant with Military Background

Job Description

Job Description

Benefits:

• Retirement
• Bonus based on performance
• 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? Caccomo District of Northwestern Mutual is seeking to onboard a new Wealth Consultant onto 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 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 Northwestern Mutual:

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.

Our thriving office is located at: 2515 South Rd Poughkeepsie NY 12601

The Backbone of Our Success, Our Local Leaders:

Kevin Caccomo Managing Director:

• Time with NM: Began his career in 2012.
• Prior Experience: Has held dual roles as a Wealth Management Advisor and member of the Poughkeepsie office leadership team.
• Passionate About: Originally from Dutchess County, Kevin enjoys life with his wife and two sons. He is deeply committed to serving families in the community where he grew up.

Araea Minnow Executive Director of Recruitment:

• Time with NM: Joined Northwestern Mutual in 2019.
• Prior Experience: Leads recruitment and the interview process for the Mid-Hudson District Office within the Tronco Network.
• Passionate About: Focused on connecting talented individuals with life-changing career opportunities. Araea lives in the Hudson Valley with her husband Matt and their two children, Levi and Leia.

James Wong Director of Operations & Development:

• Time with NM: Joined Northwestern Mutual in 2020.
• Prior Experience: Supports advisor training and development in the Poughkeepsie office and serves as Lead Financial Representative to Managing Director Kevin Caccomo.
• Passionate About: Helping new advisors reach their full potential and guiding clients with integrity and purpose. James lives in Ulster County with his wife and three children.

William Brammer Growth and Development Director:

• Time with NM: Started as an intern with Northwestern Mutual in 2016.
• Prior Experience: Financial Advisor with additional responsibilities supporting advisor development.
• Passionate About: A lifelong Hudson Valley resident who builds financial plans and professional relationships based on trust, integrity, and a genuine care for his community.

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 current on 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 including a company-funded pension and PFGF (our version of a profit-sharing 401(k))
• 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. Kevin Caccomo is a General Agent of NM and is not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.