Client Advisor with Athletic Background

Northwestern Mutual; Dubuque (IA); On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

Retirement

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Job summary

Northwestern Mutual of Northeast Iowa is seeking a Financial Advisor who can combine financial acumen with a athlete's teamwork mindset. You will service clients, craft personalized plans, and guide them toward secure financial futures.

Join a team committed to development, flexible scheduling, and community impact, with training and sponsorship for licenses. This role offers uncapped earning potential and a path to advancement in a trusted, local firm.

Qualifications

• Bachelor's degree in finance, business, or related discipline.
• Must obtain state insurance licenses; training provided and sponsorship considered.
• Excellent interpersonal and communication abilities; strong analytical skills.

Responsibilities

• Engage with clients to understand comprehensive financial needs and provide guidance.
• Design and implement tailored strategies to protect assets and financial well-being.
• Review and update clients' financial plans and insurance policies as circumstances change.
• Build a robust client network through referrals and community involvement.

Skills

Interpersonal skills

Communication skills

Analytical skills

Client relationship building

Education

Bachelor's degree in finance, business, or related

Job description

Benefits:

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

Join the Winning Team at Northwestern Mutual of Northeast Iowa!

Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial Advisor with Northwestern Mutual of Northeast Iowa!

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:

Matt Schulte - Managing Director:

• How long with NM? Over 25 years, including 13 as Managing Director.
• Prior Experience? Has worked with NM for most of his adult life, beyond college.
• Passionate About? Grew up on a farm, enjoys serving people, working with numbers, and spending time with his wife, Keri, and their four teenage children. He loves hunting, fishing, and living on his 43-acre "fun farm."

Lexie Meyer - Financial Advisor:

• How long with NM? Since April 2021.
• Prior Experience? Worked in agriculture, helping dairy farmers with herd record management.
• Passionate About? Spending time with her family, including her two young boys, husband, and enjoying farm life. She loves trail rides, spending summer days on the Mississippi River, staying active with fitness, and reading fiction books.

Dusty Jentz - Financial Advisor:

• How long with NM? Since May 2016, with experience in 4 different offices (Ames, Des Moines, Minneapolis, and Dubuque).
• Prior Experience? Only worked at NM, grew up on a family farm, and was an athlete before transitioning to finance.
• Passionate About? Married to Carli since 2017 and loves spending time with their son. He enjoys family time, working on the family farm, disc golfing, and following high-level sports, particularly Cowboys football.

Jacob Kluesner - Financial Advisor:

• How long with NM? Interned in August 2016 and became full-time in January 2018.
• Prior Experience? Extensive engineering experience, including at John Deere, and worked as a finance manager at a car dealership before choosing NM full-time after graduation.
• Passionate About? Spending time with his family, his significant other and their children, and his two Labs. He enjoys outdoor activities like hunting, fishing, and camping.

Key Responsibilities:

As a Financial 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, 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.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Matt Schulte is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.