What are the responsibilities and job description for the Client Advisor with Athletic Background position at Monson District - Northwestern Mutual?
Benefits:
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Join the Winning Team at the Monson District of Northwestern Mutual!
Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial Advisor with Monson District - Northwestern Mutual!
Why Current and Former Athletes Could Thrive Here:
We appreciate the unique strengths and qualities that former and current athletes often bring to a professional setting. Traits like drive, discipline, and a competitive spirit can align well with the demands of the insurance and financial services industry. Here’s how those qualities may translate in our environment:
- Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together toward common goals and supporting each other to achieve the best results for our clients.
- Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career.
- Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives.
- Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity.
- Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients.
Meet some of our local team, many of whom have excelled in athletics:
Sawyere Monson - Managing Director:
- Time with NM: 10 years
- Prior to: Sawyere was a college football athlete before beginning his career with Northwestern Mutual.
- Passionate About: Outside of the office, Sawyere enjoys staying active through fitness, snowboarding, and mountain biking. He’s passionate about personal development, his faith, and spending quality time with his wife and four children.
Trevor Grayson - Growth & Development Director:
- Time with NM: 5 years
- Prior to: Trevor worked as a Corporate Project Manager at Select Health and ran several side businesses. He also played college soccer.
- Passionate About: Trevor is an endurance athlete with a love for triathlons, mountain biking, and skiing. He and his wife are raising five children, and he thrives on staying active and involved with his family.
Sebastian Lawson - College Unit Director:
- Time with NM: 3 years
- Prior to: Sebastian came to Northwestern Mutual from a background in medical sales.
- Passionate About: He is passionate about mountain biking, running, snowboarding, and personal development. At home, he enjoys life with his wife and their three children.
Chris Smith - Financial Representative:
- Time with NM: 6 months
- Prior to: Chris has a background in tech sales and spent time coaching high school athletics.
- Passionate About: Chris is deeply invested in his family and faith. He enjoys coaching, high school sports, and staying active through basketball. He brings a wealth of personal and professional experience to his role.
Key Responsibilities: As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations.
Qualifications: We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from medical devices, education (teachers, administrators), logistics, solar, payroll services, tech business development, real estate, auto rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered.
Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Sawyere Monson is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Salary : $70,000 - $95,000