Wealth Consultant with Military/Federal Background
Roberts District - Northwestern Mutual
- Yuba City, CA
- $146,000-164,000 per year
- Training
- Full-time
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
- How long with NM: Kevin has been with Northwestern Mutual for 20 years.
- Prior Experience: Formerly a student athlete before beginning his professional career.
- Passionate About: Married to Rebecca for 9 years with two children. Enjoys family time, is a member of Winchester Golf Club, and loves deer hunting and hiking. Recently traveled with his family to Banff, Canada.
- How long with NM: Dallas has been with Northwestern Mutual for 8 years.
- Prior Experience: Worked as a janitor at a gym before joining the internship program with Northwestern Mutual.
- Passionate About: Enjoys working out and is a car enthusiast—proud owner of a black Corvette C8. Recently married to his wife, who is a nurse.
- How long with NM: Pranav has been with Northwestern Mutual for 4 years.
- Prior Experience: Started as a student in Northwestern Mutual’s internship program.
- Passionate About: Loves BBQing, fishing for trout, and traveling to tropical destinations. Enjoys spending quality time with his girlfriend of 6 years.
- How long with NM: Has been with Northwestern Mutual for 18 years.
- Prior Experience: Worked in the mortgage business before joining Northwestern Mutual.
- Passionate About: Married to his wife and proud dad of two boys. Coaches kids’ baseball teams and enjoys traveling with his family.
- 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 informed about the latest 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.
- 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.
- 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.
- Strong Earnings Potential: Combining first year income and unlimited upside.
- Significant bonus opportunity commensurate with outcomes.
- Dental insurance.
- Health insurance.
- Life insurance.
- Retirement plan.
- Vision insurance.
- Bachelor's Degree Strongly Preferred