Insurance Professional with Support
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Overview
Schedule
Flexible-schedule
Full-time
Career level
Senior-level
Remote
Option for remote
Compensation
$123,000-$148,000/year
Benefits
Health Insurance
Dental Insurance
Vision Insurance
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 licensed financial professional seeking a meaningful career where you can grow, lead, and give back? At The Wengzn District of Northwestern Mutual, we offer a mission-driven opportunity to support families in their financial journeys—while staying rooted in your community.
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 - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Our office is located at: 555 Long Wharf Dr New Haven, CT 06511
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: https://youtu.be/tar1BSa7Gaw
Meet Mike, Managing Director:
For the past eight years, Mike has built a successful career as a wealth management advisor at Northwestern Mutual, with a strong focus on growth, mentorship, and making a meaningful impact. Over the last four years, he has excelled in leadership, discovering a true passion for guiding and developing others. Now, Mike is excited to step into his next chapter as he takes on the role of Managing Director of the New Haven District Network office, bringing his vision, energy, and commitment to success to a new level. Outside of work, Mike and his wife enjoy a busy and fulfilling family life with their three daughters. Whether they’re spending time on their boat in Westbrook or cheering on their girls in their many activities and sports, their days are full of energy, adventure, and making lasting memories together.
About the Role: At Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
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 is strongly preferred.
- Experience: Previous experience in financial services, insurance or business development.
- Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
- Licenses: Hold necessary licenses, such as Series 6, 63, and state insurance licenses.
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. Mike Wengzn is a Managing Director of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Compensation: $123,000.00 - $148,000.00 per year
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
FAQs About Insurance Professional with Support Jobs at The Wengzn District
What is the work location for this position at The Wengzn District?
This job at The Wengzn District is located in New Haven, Connecticut, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at The Wengzn District?
Candidates can expect a pay range of $123,000 and $148,000 per year.
What employment applies to this position at The Wengzn District?
The Wengzn District lists this position under the following employment categories:
- Flexible-schedule
- Full-time
What experience level is required for this role at The Wengzn District?
The Wengzn District is looking for a candidate with "Senior-level" experience level.
Does The Wengzn District allow remote work for this role?
Yes, this position at The Wengzn District supports remote work, giving candidates the flexibility to work outside the primary office location.
What benefits are offered by The Wengzn District for this role?
The Wengzn District offers following benefits: Health Insurance, Dental Insurance, Vision Insurance, and Career Development for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at The Wengzn District?
You can apply for this role at The Wengzn District either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.