Client Advisor with Athletic Background

Northwestern Mutual; Jamison (PA); On-site; USD 60,000 - 95,000; 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 - Bucks County in Jamison, PA is seeking a Financial Advisor to help clients protect and grow their financial futures. You will assess needs, design personalized plans, and implement strategies while building a robust client network through referrals and community involvement.

We value athletes for teamwork, discipline, and drive. A bachelor's degree in finance or business, strong communication, and ability to obtain state licenses are preferred.

Qualifications

• Bachelor's degree in finance, business, or a related discipline.
• Excellent interpersonal and communication abilities.
• Strong analytical skills and relationship-building capability.

Responsibilities

• Engage with clients to understand comprehensive financial needs and goals.
• Design and implement tailored financial strategies to protect assets and income.
• Review and update clients' plans and insurance policies as circumstances change.
• Cultivate a strong client network through referrals and community involvement.

Skills

Interpersonal skills

Communication skills

Analytical skills

Client relationship building

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 - Bucks County!

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 - Bucks County!

Why Current and Former Athletes Could Thrive Here:

We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes could 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.

Our thriving office is located at:

2500 York Rd, Suite 200, Jamison, PA 18929

Meet some of our local team:

Tom Gallina – Managing Director:

• Time with NM: Over 30 years.
• Prior Experience: Tom began his Northwestern Mutual career as an intern while earning his degree and joined full-time after graduation. Over the past three decades, he has built a successful practice centered on providing a holistic financial planning approach that brings families peace of mind and confidence through every stage of life.
• Passionate About: Tom is a devoted family man with three children. One of his daughters works alongside him in operations and client relations. Outside of work, he enjoys spending time with his family and relaxing on the water in his boat.

Jessica Hamilton – Talent Acquisition & Growth Manager:

• Time with NM: 5 years.
• Prior Experience: Before joining Northwestern Mutual, Jessica worked in the automotive industry as a Business Development Manager, where she developed expertise in relationship building and business growth.
• Passionate About: Jessica enjoys spending time with her husband, Max, their son, Hudson, and their dog, Mr. Finnegan. Outside of work, she loves traveling, cooking, and making memories with her family.

Eric Knoblauch – Growth & Development Director:

• Time with NM: 10 years.
• Prior Experience: Eric joined Northwestern Mutual after building his career in the construction industry.
• Passionate About: Eric and his wife, Ashley, are high school sweethearts who both attended Penn State University, where their oldest daughter is now a student. They also have a younger daughter and a beloved dog named Jamie. In his free time, Eric enjoys networking events, trivia nights, and spending time with his family.

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. 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 devices, 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 a new advisor bonus structure, three year enhancements 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. Tom Galina is a Managing Director of NM and is not in legal partnership with NM, or its subsidiaries.