Wealth Consultant with Military Background Position Available In Beaufort, South Carolina

Wealth Consultant with Military Background Northwestern Mutual – Coastal Empire Hilton Head Island, SC 29928 • Hybrid work

Benefits:

Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Are you a veteran with an unwavering sense of mission? Do you excel in navigating challenges and striving for excellence both in your military service and civilian career? Northwestern Mutual – Coastal Empire is seeking to onboard a new Wealth Consultant to our team. We are a united group of determined, ambitious professionals, eager to make a difference in people’s lives as we accelerate the growth of our offices. Click the link below to hear Robert Novanty’s inspiring journey from serving with the US Marines to a successful career in civilian life at

Northwestern Mutual:

https://youtu.be/7qENT2Ydpn8 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.

Our thriving offices are located:

617 Stephenson Avenue, Suite 201, Savannah, GA 31405 20 Market Street, Suite 106, St. Simons Island, GA 31522

The Backbone of Our Success, Our Local Leaders:

Caroline Dove, Managing Director:

How long with

NM:

16 years in the industry, 14 with NM (since college).

Prior to:

Started as an Associate Advisor in college, then moved into Operations, recruiting, and leadership. Promoted to Managing Director in 2023.

Passionate about:

Caroline values family time with her husband and 1-year-old daughter, exploring Savannah’s historic spots. She enjoys golf, travel, and cheering for her SC Gamecocks. A bucket list item is meeting Dolly Parton. Caroline is committed to growing the firm with advisors seeking impact, income, and independence, and is active in Savannah’s Women in Finance Group, Emerging Leaders Council, and Estate Planning Council. Jack Green Jr.,

Certified Financial Planner:

How long with

NM:

21 years with NM.

Prior to:

Started his career with NM immediately after college.

Passionate about:

Jack is married with four kids (including twins). He enjoys golfing, fishing, skiing, and playing the guitar in his free time.

Adeline Branch, Financial Representative:

How long with

NM:

3 years.

Prior to:

Prior to joining NM, Adeline worked at SunTrust Bank (now Truist) as a Medical Client Advisor in their Private Wealth Management division, where she worked exclusively with doctors and their families to address their financial needs, including banking, lending, and investments.

Passionate about:

Adeline is passionate about her kids and enjoys watching them play sports and compete. A sports enthusiast, she’s a fan of the Yankees, Knicks, and Giants. She and her wife also love traveling the country and experiencing new places.

Kirk Farkas, Associate Wealth Management Advisor:

How long with

NM:

2 years.

Prior to:

Prior to joining NM, Kirk worked in P&C Insurance and holds a BA in Political Science. The majority of his career was spent in legislation and policy within the Georgia Senate.

Passionate about:

Kirk is passionate about his faith, spending time with his husband, and preparing for their baby on the way. He’s also a big fan of Georgia football. Meghan Newell –

Growth & Development Director, Financial Advisor:

How long with

NM:

8 years – since March 2017.

Prior Experience:

Owned her own business for 13 years, where she coached women on launching and growing their businesses. She also taught financial classes and guided individuals and couples on how to pay down debt efficiently.

Passionate about:

Quality family time! Meghan loves spending time with her husband and two sons, especially when they’re hanging out by the pool or out on the boat enjoying the water.

Position Overview:

As a Wealth Consultant you will play a critical role in helping clients secure their financial futures through comprehensive insurance solutions.

Your responsibilities will include:

Client Assessment:

Evaluate clients’ financial needs and goals to recommend appropriate insurance products.

Customized Solutions:

Develop personalized insurance plans that align with clients’ long-term financial strategies.

Relationship Building:

Establish and maintain strong relationships with clients, offering continuous support and advice as their needs evolve.

Product Knowledge:

Stay informed about the latest insurance products and industry trends to provide clients with the best options available.

Compliance and Ethics:

Ensure all recommendations and sales comply with company policies and regulatory requirements, maintaining the highest ethical standards.

What Our Representatives Value:

Potential for abundant, consistent, and predictable results. A collaborative, high-support team environment, fostering growth and camaraderie. Full business development process training and support for seamless operations. Proven operational systems and cutting-edge technology for enhanced agent efficiency. Achieving high performance while maintaining a great quality of life. A company experiencing rapid growth, offering leadership opportunities for top performers.

Candidate Characteristics:

Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators. People who prioritize understanding the “who, why, and how” behind actions more than just the “what.” Savvy communicators who find joy in simplifying complex decisions for others. Generous souls who gladly treat others without hesitation. Ambitious thinkers who embrace boundless opportunities and possibilities. Advocates for teamwork and cooperation, where everyone contributes equally. Passionate about their work, yet approachable and good-natured in their demeanor.

Benefits:

Strong Earnings Potential:

Combining first year income and unlimited upside. Significant bonus opportunity commensurate with outcomes. Dental insurance. Health insurance. Life insurance. Retirement plan. Vision insurance.

Education:

Bachelor’s Degree (preferred) If these qualities describe you, then our office might just be your perfect fit. We are looking to bring on the right individual to join our team and help expand our broader service offering, with an emphasis on growing our insurance and financial services portfolios. Prior insurance or financial services experience is not required. This position offers flexibility, but we’re seeking individuals who are open to in-person training and eager to be an active part of our daily and weekly office culture, contributing to our team synergy and vibrant work environment. Join us on this exciting journey, where we take insurance and financial services to a whole new level of excitement and fulfillment. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Caroline Dove is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.