Job Description
Job Description
Job Description
Benefits:
- Monthly Income + Bonus
- $48K Annual Base Stipend
- 401(k)
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Join the winning team at Northwestern Mutual - Knoxville. Our thriving office is located: 110 Triplett Lane, Knoxville, TN 37922.
Follow this link to view a Day In The Life of a Northwestern Mutual Advisor:
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 policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies, with a unique culture deeply dedicated to helping people achieve financial security.
The NM-Knoxville District Offices and Northwestern Mutual have collectively been recognized multiple times over the last decade for achievements such as: Fortune 100 Company, Best Employers for Diversity, Top 5 Independent US Broker Dealers, #1 Amongst Life Insurers Most Admired Companies for Financial Soundness, and one of Top District Offices in the Southeast. Our office culture is built on giving back to the following community organizations:
- United Way of Greater Knoxville
- Alexs Lemonade Stand
- Womens Basketball Hall of Fame
- Big Brothers Big Sisters
- North Knoxville Business & Professional Association
MEET SOME OF OUR LOCAL LEADERS, THE HEARTBEAT OF OUR BUSINESS: Emily Jenkins, RICP Financial Advisor:
- Time with NM: 5 years as an advisor, 5 years prior as an associate.
- Prior Experience: 10 years as an Outdoor Advertising Account Executive
- Outside of Work: Values family highly, Co-founded Women Building Wealth to help educate women on investing and all things financial, enjoys being outdoors and reading.
Jim LaPinska, Managing Director:
- Time with NM: 15 years.
- Prior Experience: Played college football at Maryville College, NM ever since.
- Outside of Work: Active in community, pickleball player in local mens league, passionate about skiing, and enjoys travel. Enjoys problem-solving and helping others in the community.
Mark Pancratz, Managing Director:
- Time with NM: 11 years
- Prior Experience: Former UT Basketball Coach.
- Outside of Work: Dedicated basketball coach for his daughters' teams, actively involved in his local church and small group. Hosts radio shows on sports topics, emphasizing coaching and motivation.
About this Role: As a Representative 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 in finance, business, or a related field is 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, starting with TN insurance licenses.
Benefits: - Professional Development: Access to ongoing training and development programs.
- Business Allowance Program: $48,000 first year base stipend, ensuring new advisors an income for putting in the work and meeting the positions requirements.
- 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.
This is a Hybrid position. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jim LaPinska is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries.
Flexible work from home options available.
Job Tags
Local area, Work from home, Outdoor, Flexible hours,