Client Advisor with Athletic Background
Northwestern Mutual - Fairfield County - Bridgeport, CT
posted about 2 months ago
About the position
The Client Advisor position at Northwestern Mutual is designed for individuals with an athletic background who thrive in a competitive and team-oriented environment. 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 the importance of resilience, discipline, and a goal-oriented mindset, which are traits commonly found in athletes. Advisors will be responsible for designing and implementing tailored financial strategies, regularly reviewing clients' financial plans, and cultivating 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 active community involvement.
Requirements
- Bachelor's degree in finance, business, or a related discipline preferred.
- 1 year of experience in financial services or business development is beneficial but not mandatory.
- Excellent interpersonal and communication abilities.
- Strong analytical skills.
- Capability to build lasting client relationships.
Nice-to-haves
- Experience in insurance or financial services is a plus.
- Background in business development-oriented organizations such as Medical Device, Education, Logistics, Real Estate, etc.
Benefits
- 401(k)
- 401(k) matching
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
