Client Advisor Competitive Drive Wanted

Northwestern Mutual; Bridgeport (CT); On-site; USD 80,000 - 240,000; Full time

Benefits offered by this job

Retirement

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Job summary

Northwestern Mutual in Fairfield County, CT is seeking a Client Advisor with an athletic mindset to help clients safeguard their financial future. You will engage with clients to assess needs, design personalized plans, and coordinate insurance and investment solutions.

This role offers extensive training, performance-based compensation, and opportunities for advancement within a supportive team.

Qualifications

• Bachelor's degree in finance, business, or a related discipline.
• Excellent interpersonal and communication abilities.
• Strong analytical skills.
• Ability to build lasting client relationships.
• Willingness to obtain state insurance licenses with training provided.

Responsibilities

• Engage with clients to understand financial needs and provide personalized guidance.
• Design and implement tailored strategies to protect assets and ensure long-term security.
• Regularly review and update financial plans and insurance policies.
• Cultivate a robust network of clients through referrals and community involvement.

Skills

Interpersonal communication

Analytical skills

Client relationship building

Business development

Education

Bachelor's degree in finance or business

Job description

Benefits:

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

Join the Winning Team at Northwestern Mutual (NM) - Fairfield County, Connecticut!

Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Client Advisor! Our network is one of Northwestern Mutual’s most historic network offices. In 2024, the firm had 5 advisors ranked in the Top-10 of the Forbes Best-In-State Financial Securities List (CT) and 9 rank in the Top-25.

Why Current and Former Athletes Thrive Here:

We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Here’s why athletes thrive with us:

1. Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients.
2. Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career.
3. Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives.
4. Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity.
5. Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients.

Meet some of our local team, many who have excelled in athletics:

Alex Beilin – Managing Partner

• How long with NM? 30 years.
• Previous experience? Worked at TGIFriday's during college, excelling in customer service and seasonal sales.
• Passionate about? Spending time with his wife Leslie and son Luca, traveling, sports, and exploring different cultures, as well as faith development.

Louis Pietig – Managing Director, Fairfield District Office

• How long with NM? 7 years.
• Previous experience? Financial services wholesaler at Horizon Kinetics and Cohen & Steers, then financial advisor at Wells Fargo Advisors.
• Passionate about? Family, community service, and travel. He has 3 sons and actively gives back to the community.

Andrew Kalinowski – Managing Director, Westport District Office

• How long with NM? 10 years, including an internship.
• Previous experience? Held jobs at a car wash and as a bus boy/dishwasher in high school.
• Passionate about? Golf, snowboarding, scuba diving, and Boston sports, especially football (Patriots) and hockey (Bruins).

Income Range Within Our Network of Offices:

Years 1-4 in Business:

• Average: $80,000
• Top 25%: $170,000
• Top 10%: $240,000
• Top performers exceed $200,000 in Year 1

Years 5+ in Business:

• Average: $305,000
• Top 25%: $730,000
• Top 10%: $1,115,000

Key Responsibilities:

As a Client Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations.

Qualifications:

We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Business Development, Business Owners, Military Veterans, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered.

Benefits:

You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community.

Our growing offices are located:

• Stamford Network Office: 333 Ludlow Street, Suite 6 Stamford, CT 06902
• Westport District Office: 274 Riverside Ave, Suite 4 Westport, CT 06880
• Fairfield District Office: 1 Eliot Place, Suite 200 Fairfield, CT 06824

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Alex Beilin is a General Agent of NM. Managing Partners are not in legal partnership with each other, NM, or its subsidiaries.