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
Key Responsibilities:

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
Requirements:

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
Benefits:

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