Client Advisor with Athletic Background

Funk Group of Northwestern Mutual; Waterloo (IA); Remote; USD 60,000 - 120,000; 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

Funk Group of Northwestern Mutual is seeking a Client Advisor who thrives in teamwork to deliver personalized financial guidance. You’ll engage clients, tailor strategies to protect assets and income, and help families secure their financial futures.

The role emphasizes relationship-building and ongoing planning in a flexible work environment. With a focus on development and advancement, you’ll receive mentorship, marketing support, and resources to grow your client base while maintaining a

Qualifications

• Excellent interpersonal and communication abilities.
• Strong analytical skills.
• Capability to build lasting client relationships.

Responsibilities

• Engage with clients to understand their comprehensive financial needs.
• Design and implement tailored strategies to safeguard clients' assets, income, and financial well-being.
• Regularly review and update clients' financial plans and insurance policies.
• Cultivate a robust network of clients through referrals, community involvement, and professional associations.

Skills

Teamwork

Communication skills

Analytical skills

Client relationships

Job description

Benefits:

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

Join the Winning Team at the Funk Group of 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.

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:

Mark Funk - Managing Director:

• How long with NM? 26 years
• Prior Experience? Started with Northwestern Mutual in college as an intern while pursuing his finance degree.
• Passionate About? He and his wife love to travel and spend time with their family at their properties in Montana and Florida. Mark also enjoys playing golf and hunting at his cabin in Northeast Iowa.

Clayton Meinders - Financial Advisor:

• How long with NM? 8 years
• Prior Experience? Started with Northwestern Mutual as a college intern. Before NM, he worked at a grocery store and bank in high school, and during college worked for a painting contractor and as a sales representative.
• Passionate About? Spending as much time as possible with his wife and daughter. Clayton is also passionate about sports, whether it’s golfing with friends, attending Iowa football and wrestling events, or going to Minnesota Vikings games.

Brayden Sawyer - Financial Advisor:

• How long with NM? Just over 1 year.
• Prior Experience? Worked part-time as a bank teller while on breaks from school. He was also a full-time student and athlete at Central College in Pella, Iowa.
• Passionate About? Spending time with friends and family, attending sporting events, and golfing whenever he gets the chance.

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

Flexible work from home options available.