Financial Wellness Advisor

Northwestern Mutual Syracuse; City of Syracuse (NY); Vor Ort; USD 65.000 - 110.000; Vollzeit

Benefits dieser Stelle

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Zusammenfassung

Northwestern Mutual Syracuse is seeking a Wealth Consultant to help clients secure their financial futures through personalized insurance solutions. You will assess clients' financial goals, develop tailored insurance plans, and foster ongoing relationships to support long-term success.

You will stay current on insurance trends and products, ensuring compliance with company policies and regulatory standards while contributing to a collaborative, growth-oriented team environment.

Aufgaben

• Client Assessment: Identify clients' financial goals to recommend suitable insurance products.
• Customized Solutions: Develop tailored insurance plans aligned with long-term financial strategies.
• Relationship Building: Foster strong client relationships, offering ongoing support.
• Product Knowledge: Stay updated on insurance trends and products.
• Compliance: Ensure all recommendations meet company policies and regulatory standards.

Jobbeschreibung

Northwestern Mutual Syracuse is seeking a Wealth Consultant to help clients secure their financial futures through personalized insurance solutions. You will assess clients' financial goals, develop tailored insurance plans, and foster ongoing relationships to support long-term success.

You will stay current on insurance trends and products, ensuring compliance with company policies and regulatory standards while contributing to a collaborative, growth-oriented team environment.