Wealth Consultant with Beverage Sales Background
Full Time • Hybrid - US
Benefits:
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Join the Winning Team at Northwestern Mutual - Sugarloaf!
Bring your wine/beverage consulting background to a dynamic career as a Wealth Consultant with Northwestern Mutual - Sugarloaf!
Why Current and Former Wine/Beverage Consultants Thrive Here:
We recognize the unique strengths and qualities that former and current wine/beverage consultants bring to the table because of their ability to leverage their deep understanding of luxury markets, client relationship management, and sales expertise. Their ability to assess consumer preferences, negotiate deals, and provide tailored recommendations translates well into wealth management, investment advising, and financial planning:
- Strong Client Relationship Skills – Former wine consultants excel in building trust, understanding client preferences, and providing personalized recommendations, which are crucial in financial advising and wealth management.
- Sales & Negotiation Expertise – Their ability to sell high-end products and negotiate deals translates seamlessly into financial product sales, investment advising, and portfolio management.
- Market & Trend Analysis – Understanding consumer behavior, market trends, and valuation in the wine industry prepares them for analyzing financial markets, investment opportunities, and economic trends.
- High-Net-Worth Clientele Experience – Experience working with affluent clients in the wine industry helps them cater to high-net-worth individuals in financial services, ensuring top-tier service and relationship management.
Our thriving office is located: 2160 Satellite Blvd, Suite 100 Duluth, GA 30097
Meet some of our local leaders, the heartbeat of our business:
Shannon Wiley, Managing Director:
- Time with NM: 20 years in July
- Prior Experience: Started right out of college with a BBA degree. Shannon saw herself at NM, leading a team, with a clear vision.
- Passions: Family over everything! Loves working out at Orange Theory and living clean. Favorite destination is Italy. An avid golfer, started lessons 2 years ago, and enjoys traveling the US.
Rich Wiley:
- Dual Role: Financial Advisor and Growth & Development Director
- Time with NM: 17 years, brother to Shannon Wiley
- Prior Experience: Former client of NM and a Loan Originator in the Mortgage Industry. Chose to pursue a career at NM to stay connected with his community and family roots. Played college baseball.
- Passions: Faith, family, and country. Married to Jill with three boys: David plays college baseball at Wofford, Nick is in freight logistics sales, and Zachary is chasing his biggest Scottie Scheffler dreams through high school golf. A big sports family.
Key Responsibilities: As a Wealth Consultant, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations.
Key Responsibilities:
- Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
- Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
- Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
- Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
- Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
- Education: A bachelor's degree in finance, business, or a related field is preferred.
- Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
- Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
- Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
- Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
- Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
- Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
- Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
- Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Shannon Wiley is a General Agent of NM and is not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Compensation: $65,000.00 - $113,000.00 per year
Join the winning team at Northwestern Mutual of Atlanta.
Follow this link to hear about a Day In The Life of a Northwestern Mutual Advisor: https://youtu.be/tar1BSa7Gaw
Follow this link to hear about a Day In The Life of a Northwestern Mutual Advisor: https://youtu.be/tar1BSa7Gaw
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 policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies, with a unique culture deeply dedicated to helping people achieve financial security.
The NM-Sugarloaf District Office has been recognized multiple times over the last decade for achievements such as Forbes’ Best Employers for Diversity, Military Friendly® Employer, Best Place to Work for LGBTQ+ Equity, Multicultural and Women’s Affinity Summits, and more.
What Sets Our District Office Apart:
- Family Leadership: Both the Managing Director and Growth & Development Director are a brother/sister family partnership from Gwinnett County. They have been with the company for a combined 27 years and have collaborated to build a successful practice, focused on guiding and mentoring new financial representatives.
- Pacesetter Excellence Expectation: We have a firm belief that all new advisors can and will achieve Pacesetter 1st 40. Pacesetter 1st 40 is the Top 10% of all new advisors at Northwestern Mutual nationwide.
- Launch Accelerator Program: A new advisor could earn up to $16K in extra incentives in their first 12 months.
- Comprehensive Support: Local Network Office support includes a Planning Team, Chief Marketing Officer, tutoring and sponsorship on investment exams and CFP. This allows you to build your career and access hundreds of advisors across the country for joint work opportunities, empowering and educating new advisors. You receive a mentor, the tools, resources, and technology that set your career up for success.
Meet some of our local leaders, the heartbeat of our business:
Shannon Wiley, Managing Director:
- Time with NM: 20 years in July
- Prior Experience: Started right out of college with a BBA degree. Shannon saw herself at NM, leading a team, with a clear vision.
- Passions: Family over everything! Loves working out at Orange Theory and living clean. Favorite destination is Italy. An avid golfer, started lessons 2 years ago, and enjoys traveling the US.
Rich Wiley:
- Dual Role: Financial Advisor and Growth & Development Director
- Time with NM: 17 years, brother to Shannon Wiley
- Prior Experience: Former client of NM and a Loan Originator in the Mortgage Industry. Chose to pursue a career at NM to stay connected with his community and family roots. Played college baseball.
- Passions: Faith, family, and country. Married to Jill with three boys: David plays college baseball at Wofford, Nick is in freight logistics sales, and Zachary is chasing his biggest Scottie Scheffler dreams through high school golf. A big sports family.
Kerry Jules:
- Role: Financial Representative
- Time with NM: 18 months
- Prior Experience: Started right out of college with a business degree from Life University. Played collegiate soccer. Immigrated from Haiti as a youth, and graduated from Duluth High School in Duluth, GA.
- Passions: Loves coaching and playing soccer. Involved in the Haitian community. Takes salsa lessons in his free time.
Career Advantages: As a Northwestern Mutual financial advisor or representative at the Sugarloaf office, you'll build lasting relationships with your clients and help them live their lives to the fullest. And you'll be building your own business from the ground up with support from seasoned mentors and award‐winning training. Additionally, many of our representatives earn over $100K in their first year, over $200K in their 3rd year and can exceed $400K in their 10th year.
You're in Charge: You'll run your business, but have backing from Northwestern Mutual and our local team, where you're in control of how much you earn. If you decide to really get after it, there are also renewals and bonuses based on hitting certain benchmarks.
Top Notch Training: We don't expect you to know everything on day one, or even have a business degree. You'll receive award‐winning training and partner with our industry experts to learn the ins and outs of financial planning. We'll help you to:
- Get off to a fast start
- Grow your career in finance through distinct learning paths
- Pursue advanced professional certifications with financial support
Who We Are Looking For: We are ready to partner with individuals who align with our mission and values, as well as the following core personality characteristics:
- Financial and Business Acumen
- Emotional Intelligence/Regulation
- Grit
- Growth Mindset
- Coachability
- Impact Driven
Next Step: Do you connect with this message, align to our values and open minded to a career change? if so, submit your application to be considered for an interview.
Our thriving office is located: 2160 Satellite Blvd, Suite 100 Duluth, GA 30097
Our thriving office is located: 2160 Satellite Blvd, Suite 100 Duluth, GA 30097
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Industry Leading Compensation
Mentorship
Ongoing Training
Dedicated Support
Career Advancement Opportunities
Company Full of Successful Leaders
Positive Culture