Client Advisor - Northwestern Mutual

Northwestern Mutual

Location: New York City, New York, USA

Category: Finance

Salary: 60,000 - 100,000 USD / yearly

Full-time

Job Description

Join the winning team at Northwestern Mutual - The Big Apple as a Client Advisor. We are seeking athletes with a passion for teamwork and competition to excel in the insurance and financial services industry.

Responsibilities

Engage with clients: Understand their financial needs and provide personalized guidance.
Design strategies: Safeguard clients' assets, income, and financial well-being.
Update financial plans: Regularly review and adjust to reflect client changes.
Network building: Grow client base through referrals and community involvement.

Qualifications

Bachelor's degree: Preferably in finance, business, or related field.
Experience: Prior experience in insurance or financial services is beneficial but not mandatory.
Skills: Strong interpersonal, analytical, and communication abilities.
Licenses: Required to obtain state insurance licenses, with training provided.

Perks & Benefits

Continuous training and development programs.
Lucrative compensation structure with performance-based incentives.
Support from planning team, marketing resources, and mentors.
Flexible work schedule options.
Opportunity to make a lasting difference in the community.

Why Join Us?

Northwestern Mutual values the unique qualities that athletes bring to the table, including teamwork, resilience, goal orientation, discipline, and competitive spirit. Join us to leverage your athletic background in a dynamic and rewarding career.