What are the responsibilities and job description for the The Big Apple - Northwestern Mutual position at ProducifyX?
At Northwestern Mutual - The Big Apple, we aim to impact lives today and for generations, helping clients achieve their financial goals and build lasting relationships. At Northwestern Mutual, we believe in empowering you to build your own business from the ground up, with the support of seasoned mentors and a structured, award-winning training program.
At Northwestern Mutual - The Big Apple, we have a long-standing history of helping individuals and families across the greater New York area achieve their financial dreams, whether it’s sending children to college, purchasing homes, planning for retirement, or securing their financial future. Our reputation for providing comprehensive financial solutions and exceptional service has earned the trust of New Yorkers, and we continue to be a reliable partner in their financial journeys.
Joining our team means becoming part of a legacy of success, where you will have the resources, guidance, and freedom to create your own path to success. You'll not only be working in one of the most dynamic and vibrant cities in the world, but you’ll also be joining a company that’s been recognized for its financial stability and leadership in the industry. With our top-tier support system, expert mentoring, and access to cutting-edge technology, you’ll have everything you need to grow your business and make a lasting impact on your clients’ lives.
Our office is located at: 300 Madison Avenue, FL 25, New York, NY 10017
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: https://youtu.be/tar1BSa7Gaw
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 Milan Suri, Managing Director:
- Milan Suri is a seasoned financial services professional with over 15 years of industry experience. He began his career at Credit Suisse and UBS, gaining a strong foundation in wealth management and institutional finance before expanding his experience as a business owner. After working with multiple financial institutions, Milan ultimately chose Northwestern Mutual as his long-term home, where he has spent the past five years building and leading with purpose. A graduate of Georgetown University, Milan brings both strategic insight and a relationship-driven approach to his work. He is deeply connected to the Indian American community, an avid tennis player, and a dedicated family man who enjoys life with his wife, Caryn, and their children.
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).
Benefits:
- 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. Milan Suri is a Managing Director of NM and not in legal partnership with NM, or its subsidiaries.