New Wealth Manager Seeking Military Veterans

Company:  The Fadil Group
Location: Fountain Valley
Closing Date: 22/10/2024
Salary: £100 - £125 Per Annum
Hours: Full Time
Type: Permanent
Job Requirements / Description

Benefits:

  • Stipend
  • 401(k)
  • 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? The Fadil Group of Northwestern Mutual is seeking to onboard a new Insurance 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 district office.

Position Overview:

As a Wealth Manager, 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.

Candidate Characteristics:

  • Individuals who value taking ownership and responsibility.
  • People who prioritize understanding the "who, why, and how" behind actions.
  • 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.
  • Advocates for teamwork and cooperation.
  • Passionate about their work, yet approachable and good-natured.

Education:

Bachelor's Degree (preferred)

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.

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Apply Now
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