Benefits:

Stipend
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 The Wheeler District of Northwestern Mutual (NM)!

Bring your wine/beverage consulting background to a dynamic career as a Financial Advisor with The Wheeler District of Northwestern Mutual

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.

Meet some of our local team:

Chris McGhee, Financial Advisor:

How long with NM? Since July 2009 as an intern; went full-time in January 2010.
Previous job/career/business experience? College baseball player at LSU.
Passionate about outside of work? Chris is passionate about his kids, Camden (9) and Collins (6), his faith in Christ, coaching youth baseball, and continuously growing in all aspects of life, especially through building meaningful relationships.

Ben Wheeler, Financial Representative & Market Leader:

How long with NM? 24 years, started as an intern before going full-time.
Previous job/career/business experience? Only had different college jobs before joining NM.
Passionate about outside of work? Family is Ben's main priority. He’s been passionate about golf since childhood and spends weekends with his family at their lake house, enjoying the outdoors.

Madison Welch, Talent Director:

How long with NM? 2 years.
Previous job/career/business experience? Elementary school teacher specializing in ESL and Reading.
Passionate about outside of work? Family is Madison’s main priority. She has a love for reading and often finds herself diving into a good book whenever she has free time.

Taylor Dodge, Financial Representative:

How long with NM? Intern in 2010, full-time in September 2013.
Previous job/career/business experience? Worked at Cutco before becoming an intern.
Passionate about outside of work? Taylor enjoys hanging out with his wife and best friends. He’s passionate about golfing, hunting, and fishing, and appreciates that his career allows him the time and resources to pursue all three at a high level.

Key Responsibilities: As a Financial Advisor, 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.

Training, licensing & designations: Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.

Compensation & Benefits:

Performance-based earnings and revenue (1)
- Average advisor annual earnings of $61K-$119K (based on 2018- 2023 company average for representatives in the first 3 years)
- Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more
Certified Financial Planner® licensing support (2)
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning

You could be right for this opportunity if you have:

Bachelor’s degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship

*Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company as of the most recent review and report by each rating agency. Ratings are as of 6/23 (Moody's Investors Service), 8/23 (A.M. Best Company), 8/23 (Fitch Ratings) and 5/23 (S&P Global Ratings). Ratings are subject to change.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Ben Wheeler is a General Agent of NM and is not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.

Compensation: $83,000.00 - $129,000.00 per year

(if you already have a resume on Indeed)