Wealth Strategist
3 weeks ago
Danbury, Connecticut, United States
Northwestern Mutual - Fairfield County
Full time
We're looking for a highly skilled Wealth Consultant to join our team at Northwestern Mutual - Fairfield County. As a Wealth Consultant, you'll have the opportunity to help clients achieve their financial goals and enjoy a rewarding career in the insurance and financial services industry.
Salary:The estimated salary range for this position is $305,000 - $730,000 per year, depending on experience and performance.
Job Description:Your responsibilities as a Wealth Consultant will include:
- Assessing clients' financial situations and recommending tailored insurance solutions
- Building strong relationships with clients and providing ongoing support and guidance
- Staying up-to-date on industry trends and products to ensure clients receive the best possible service
You'll have the opportunity to:
- Conduct client assessments to identify areas for improvement and develop targeted insurance plans
- Bilateralize and expand existing client relationships through strategic planning and implementation
- Stay current on industry developments and communicate effectively with clients and internal stakeholders
To succeed in this role, you'll need:
- A proven track record of success in sales or customer-facing roles
- Exceptional communication and interpersonal skills
- The ability to adapt to changing circumstances and prioritize tasks effectively
- A commitment to delivering exceptional client experiences
We offer a comprehensive benefits package, including:
- A competitive base salary and commission structure
- A generous bonus opportunity based on performance
- Comprehensive health, dental, and vision insurance
- A 401(k) retirement plan with company match