Athlete-Driven Client Advisor | Flexible Schedule

Northwestern Mutual; Greensboro (NC); On-site; USD 165,000 - 560,000; Full time

Benefits offered by this job

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Job summary

Northwestern Mutual in Greensboro seeks a Client Advisor to engage clients, assess their financial needs, and deliver personalized guidance for protection and planning. You will design strategies to safeguard assets and income and manage client portfolios with ongoing reviews.

The role emphasizes building lasting relationships through referrals, community involvement, and professional networks, with competitive earnings potential.

Qualifications

• Excellent interpersonal and communication abilities.
• Strong analytical skills.
• Ability to build lasting client relationships.

Responsibilities

• Engage with clients to understand comprehensive financial needs and provide guidance.
• Design and implement tailored strategies to safeguard assets, income, and financial well-being.
• Regularly review and update clients' financial plans and insurance policies, reflecting changes in goals.

Skills

Interpersonal skills

Communication

Analytical skills

Client relationships

Education

Bachelor's degree

Job description

Northwestern Mutual in Greensboro seeks a Client Advisor to engage clients, assess their financial needs, and deliver personalized guidance for protection and planning. You will design strategies to safeguard assets and income and manage client portfolios with ongoing reviews.

The role emphasizes building lasting relationships through referrals, community involvement, and professional networks, with competitive earnings potential.