<span>Client Specialist - Seeking Athletes</span>
The Fadil Group - Fountain Valley, CA
posted 18 days ago
About the position
The Client Specialist position at The Fadil Group of Northwestern Mutual is designed for individuals with a background in athletics 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 that are often found in athletes. The Client Specialist will be responsible for designing and implementing tailored financial strategies, regularly reviewing clients' financial plans, and cultivating a robust network of clients 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.
- Prior experience in insurance, financial services, or business development is beneficial but not mandatory.
- Excellent interpersonal and communication abilities.
- Strong analytical skills.
- Capability to build lasting client relationships.
- Willingness to obtain state insurance licenses, with training provided.
Nice-to-haves
- Experience in business development-oriented organizations such as Medical Device, Education, Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental.
Benefits
- Stipend for new advisors
- 401(k) plan
- Performance-based bonuses
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training and development programs
- Vision insurance
