Client Advisor, Seeking Athletes

$80,000 - $200,000/Yr

Northwestern Mutual - Fairfield County - Bridgeport, CT

Full-time - Entry Level

Onsite - Bridgeport, CT

About the position

The Client Advisor position at Northwestern Mutual is designed for individuals with a competitive spirit and a background in athletics. This role focuses on engaging with clients to understand their financial needs and providing personalized guidance to help them achieve their financial goals. The position emphasizes teamwork, resilience, and a goal-oriented mindset, making it ideal for those who thrive in a collaborative environment. Advisors will be responsible for designing and implementing financial strategies, regularly reviewing client plans, and building a robust network through referrals and community involvement.

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 in finance, business, or a related discipline preferred.
• 1 year of experience in business development or financial services.
• Strong analytical skills and the ability to build lasting client relationships.
• Excellent interpersonal and communication abilities.

Nice-to-haves

• Experience in insurance or financial services is beneficial but not mandatory.
• Background in business development-oriented organizations such as Medical Device, Education, Logistics, or Real Estate.

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• Flexible schedule
• Opportunities for advancement
• Retirement bonus based on performance
• Company parties
• Training & development