The Wengzn District - Northwestern Mutual

ProducifyX; New Haven (CT); On-site; USD 70,000 - 110,000; Full time

Job summary

Northwestern Mutual's Wengzn District in New Haven invites you to join a growth-focused environment for financial professionals. You will engage clients, develop comprehensive plans, and build trusted relationships with individuals and families.

The role emphasizes mentorship, ongoing training, and a compensation structure with performance incentives and no ceiling, supported by a dedicated planning team and marketing resources.

Qualifications

• Education: A bachelor's degree is strongly preferred.
• Experience: 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 with clients.
• Licenses: Obtain Series 6, 63 and state insurance licenses with training and sponsorship.
• Professional Development: Access to ongoing training and sponsorship for advanced certifications.
• Income Potential: Competitive compensation with incentives and no ceiling.
• Support and Mentorship: Dedicated planning team, marketing resources and mentors.
• Work-Life Balance: Flexible scheduling to fit lifestyle and goals.
• Impact: Help families achieve financial security and success.

Responsibilities

• Client Consultation: Engage with clients to understand financial goals and concerns.
• Financial Planning: Develop comprehensive plans including investments, insurance and retirement.
• Insurance Solutions: Recommend and implement insurance strategies to protect assets and income.
• Ongoing Support: Monitor plans and provide updates, adjusting as needed.
• Networking: Build and maintain a client network through referrals and community involvement.

Skills

Interpersonal skills

Communication

Analytical thinking

Client trust

Networking

Education

Bachelor's degree

Job description

The Wengzn District - Northwestern Mutual

The Wengzn District of Northwestern Mutual offers a supportive and growth-focused environment for individuals transitioning into this role, with a strong emphasis on culture, purpose, and community impact. The office is committed to fostering a positive and driven team atmosphere, where recognition and development go hand in hand. Beyond the workplace, the Wengzn District takes pride in giving back, actively supporting meaningful causes such as Alex’s Lemonade Stand and participating in initiatives that make a difference in the community. This combination of professional opportunity and purpose-driven work creates a rewarding path for those looking to build a long-term career in financial services.

Our office is located at: 555 Long Wharf Dr New Haven, CT 06511

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.

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.

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 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).

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.