Benefits:

Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance

Transition Your Real Estate Experience to Financial Services with Northwestern Mutual!

Are you a residential or commercial real estate agent interested in exploring a new career path? The Sugarloaf District of Northwestern Mutual invites real estate professionals to consider how their skills and experiences could align with a career in financial services as a Financial Advisor, offering new opportunities for growth, income potential, and professional impact. Here is why many in the Real Estate industry consider a successful transition:

Endurance and Dedication Translate Well: Your success in real estate demonstrates the endurance and dedication required to thrive in a demanding market, which align well with a career in financial services.
Building Meaningful Client Relationships: Real estate transactions may be one-time events, but financial services provide the opportunity to work with clients throughout their lives, addressing needs such as saving for college, planning for retirement, or buying a home.
Leverage Your Expertise and Network: Your skills and professional connections from real estate can help you guide individuals toward achieving their financial goals.
Career Growth Opportunities: Explore a career path that allows you to continue helping others while developing your professional skills.
Comprehensive Training and Licensing Support: We offer training and licensure opportunities to equip you with the tools and knowledge needed for success in financial services.

About Us: At Northwestern Mutual - Sugarloaf, our leadership team is a family affair. Managing Director and Growth & Development Director, a brother-sister duo from Gwinnett County, bring 27 years of combined experience to the firm. Their collaboration has built a thriving practice dedicated to guiding and mentoring new financial representatives to long-term success. We hold all new advisors to the highest standards, emphasizing the achievement of Pacesetter 1st 40, a benchmark that places new advisors in the Top 10% nationwide. Our Launch Accelerator Program offers new advisors the opportunity to earn up to $16,000 in extra incentives during their first year, setting the stage for a strong financial foundation. Our local office provides comprehensive support, including a dedicated Planning Team, Chief Marketing Officer, and investment exam resources such as tutoring and sponsorship for CFP certification. Advisors gain access to a nationwide network for joint work opportunities and benefit from mentorship, cutting-edge tools, and a technology-driven career platform.

Meet Our Local Leaders:

Shannon Wiley - Managing Director:

How long with NM? 20 years in July
Previous experience? Started right out of college with a BBA degree. Shannon saw herself at NM, leading a team, with a clear vision.
Passionate about? 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 - Financial Advisor and Growth & Development Director:

How long with NM? 17 years, brother to Shannon Wiley
Previous 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.
Passionate about? 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 of a Financial Advisor:

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:

Experience: Previous experience in financial services or insurance is 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).

Position Perks:

Significant bonus opportunity commensurate with outcomes
Dental insurance
Health insurance
Life insurance
Retirement plan
Vision insurance
Ongoing professional development
Local culture of support and positive recognition

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 not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.

Compensation: $65,000.00 - $120,000.00 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

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

(if you already have a resume on Indeed)