Client Advisor Seeking Athletes

Cohen District - Northwestern Mutual; Oregon; Ibrido; USD 65.000 - 110.000; Tempo pieno

Vantaggi offerti da questo lavoro

Retirement

Dental insurance

Vision insurance

Flexible schedule

Opportunity for advancement

Training & development

Company parties

Descrizione del lavoro

The Cohen District - Northwestern Mutual is seeking a Client Advisor to engage clients, assess their financial needs, and propose tailored planning strategies. You will build lasting relationships, provide guidance on protection and wealth management, and contribute to community financial well-being.

You'll work within a flexible schedule and have access to training, development, and mentorship resources, with potential for advancement in a supportive team environment.

Competenze

• Bachelor's degree in finance, business, or related discipline.
• Strong interpersonal and communication abilities.
• Ability to build lasting client relationships.

Mansioni

• Engage with clients to understand comprehensive financial needs.
• Design and implement tailored strategies to safeguard assets and future income.
• Regularly review and update financial plans and insurance policies.

Conoscenze

Interpersonal communication

Analytical skills

Client relationship building

Formazione

Bachelor's degree in finance or business

Descrizione del lavoro

Benefits:

• Retirement
• Company parties
• Dental insurance
• Flexible schedule
• Opportunity for advancement
• Training & development
• Vision insurance

Join the Winning Team at The Cohen District- Northwestern Mutual!

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 with The Cohen District - Northwestern Mutual!

Why Current and Former Athletes Could Thrive Here:

• Resilience and Determination: The ability to navigate challenges, adapt to changing circumstances, and remain focused on long-term objectives is essential for building a successful career in financial services.
• Goal-Oriented Mindset: Setting clear goals, staying motivated, and consistently working toward measurable results are important qualities that help our representatives grow professionally while supporting clients in achieving their financial objectives.
• Discipline and Time Management: Strong organizational skills, effective time management, and the ability to balance multiple responsibilities are valuable in managing client relationships, meeting deadlines, and maintaining productivity.
• Competitive Drive: A strong desire for personal and professional growth, continuous improvement, and achieving performance goals helps our representatives develop their skills and deliver exceptional client service.

Meet some of our local team:

Martim Cohen - Managing Director:

• How long with NM? Since October 2018.
• Prior Experience? Before joining Northwestern Mutual, Martim worked in the hospitality industry, where he held a variety of roles. He graduated from the College of Charleston, where he was a member of the men's lacrosse team.
• Passionate About? Martim is passionate about traveling and spending time with his wife. They enjoy boating, relaxing on Charleston's beautiful beaches, and exploring the city's vibrant culinary scene.

Alwyn Coetzee - Financial Advisor:

• How long with NM? 8 years.
• Prior Experience? Before joining Northwestern Mutual, Alwyn worked as a Motor Yacht Captain.
• Passionate About? Originally from South Africa, Alwyn enjoys boating, surfing, golfing, and spending quality time with his wife and two children.

Kirsten Bethea - Financial Advisor:

• How long with NM? 5 years.
• Prior Experience? Before joining Northwestern Mutual, Kirsten worked as a high school English teacher.
• Passionate About? Kirsten is passionate about helping others grow and watching them gain confidence and excitement in their personal and professional development. She values generosity, meaningful connections, and creating opportunities for fun and laughter both at work and in life!

Morgan Earman - Financial Advisor:

• How long with NM? 6 years.
• Prior Experience? Before joining Northwestern Mutual, Morgan was a professional baseball player for the New York Mets. He now specializes in wealth management.
• Passionate About? Outside of work, Morgan enjoys golfing and spending quality time with his wife and two children.

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.

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.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI.Flexible work from home options available.