<span>Client Advisor with Sports Background</span>

$70,000 - $135,000/Yr

Northwestern Mutual - Ramona, CA

Full-time - Entry Level

Remote - Ramona, CA

Insurance Carriers and Related Activities

About the position

The Client Advisor position at Northwestern Mutual - Downtown San Diego is designed for individuals with a sports background who are passionate about teamwork and competition. 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 the importance of resilience, discipline, and a goal-oriented mindset, traits commonly found in athletes, to succeed in the insurance and financial services industry.

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.
• Excellent interpersonal and communication abilities.
• Strong analytical skills.
• Capability to build lasting client relationships.
• Prior experience in insurance, financial services, or business development is beneficial but not mandatory.

Nice-to-haves

• Experience in business development-oriented organizations with uncapped earnings potential.
• Background in Medical Device, Education, Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, or Auto Rental.

Benefits

• First year stipend potential based on controllable factors and activities.
• Retirement Bonus based on performance.
• Company parties.
• Dental insurance.
• Flexible schedule.
• Health insurance.
• Opportunity for advancement.
• Training & development programs.
• Vision insurance.