Client Advisor - Seeking Athletes

$75,000 - $143,000/Yr

Northwestern Mutual - Calabasas - Camarillo, CA

Full-time - Entry Level

Camarillo, CA

About the position

The Client Advisor position at Northwestern Mutual in Calabasas is designed for individuals with a sports background who thrive in teamwork and competitive environments. This role focuses on engaging with clients to understand their financial needs and providing personalized guidance to help them achieve their financial protection and planning goals. The position emphasizes resilience, goal orientation, and discipline, leveraging the skills athletes possess to build successful client relationships and ensure long-term financial security for clients.

Responsibilities

• Engage with clients to understand their comprehensive financial needs.
• Provide personalized guidance to help clients achieve their financial protection and planning goals.
• Design and implement tailored strategies to safeguard clients' assets and income.
• Regularly review and update clients' financial plans and insurance policies.
• Cultivate a robust network of clients through referrals and community involvement.

Requirements

• Bachelor's degree required.
• Strong interpersonal and communication skills.
• Excellent analytical abilities.
• Proven ability to build long-lasting client relationships.
• Experience in insurance, financial services, or business development is advantageous but not mandatory.

Nice-to-haves

• Experience in business development-oriented industries such as Medical Device, Education, Logistics, Solar, Tech, Real Estate, etc.
• Prior experience in financial services or insurance.

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• 401(k)
• 401(k) matching
• Flexible schedule
• Opportunities for advancement
• Performance-based bonuses
• Company parties
• Stipend for the first year up to $75K based on controllable factors