Client Advisor with Athletic Background

Northwestern Mutual - The Lincoln Group; Lincoln (NE); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Retirement

Company parties

Dental insurance

Flexible schedule

Health insurance

Advancement opportunities

Training & development

Vision insurance

Job summary

Northwestern Mutual - The Lincoln Group in Lincoln, NE seeks a Client Advisor who brings teamwork and competitive drive from sports to help clients achieve financial security. You will engage with clients to assess needs, craft personalized protection and retirement plans, and build lasting relationships through referrals and community involvement.

Flexible work options and a strong support team back your success.

Qualifications

• Excellent interpersonal and communication abilities.
• Strong analytical skills.
• Ability to build lasting client relationships.
• Uncapped earnings potential from business development backgrounds.

Responsibilities

• Engage with clients to understand comprehensive financial needs and provide guidance.
• Design and implement tailored protection and retirement planning strategies.
• Regularly review and update clients’ financial plans and policies.
• Cultivate a robust client network through referrals and community involvement.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Networking abilities

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 - The Lincoln Group!

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 Northwestern Mutual - Lincoln!

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 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 this career could be ideal for athletes:

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 Our Team:

Nathan Kruse - Wealth Management Advisor & Managing Director:

• How long with NM? Started with NM 15 years ago.
• Prior Experience? Began as an intern with NM during college.
• Passionate About? Enjoys spending time with family, watching Nebraska Husker football, golfing, and hunting.

Russell Walton - Financial Advisor:

• How long with NM? Been with NM for 12 years.
• Prior Experience? Previously a bank teller, sales intern, then began as an intern with NM.
• Passionate About? Loves sports such as wrestling, football, and golf. He also enjoys spending time with family and traveling.

Jennifer Brase - Managing Partner:

• How long with NM? Been with NM for 35 years.
• Prior Experience? Graduate of University of Nebraska - Lincoln. Briefly worked process student loan claims prior to seeking a greater, growth oriented career with NM.
• Passionate About? Loves Nebraska Cornhusker football, camping, taking her kids on new adventures, and spending time with friends and family.

Laurie Sagehorn - Director of Development:

• How long with NM? Been with NM for 5 years.
• Prior Experience? Was in Pharmaceutical Sales prior.
• Passionate About? Loves cheering on her son’s high school sports teams. Enjoys family time as well as traveling.

Jessica Medina - Financial Advisor:

• How long with NM? 3 Years
• Prior Experience? 10 years in Student Housing, New Developments specializing in property financials, marketing, leasing, and development
• Passionate About? Her three pups, reading a great fantasy series, and attending as many concerts as possible

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:

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. Nathan Kruse is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.