Client Advisor with Competitive Drive

Northwestern Mutual of Rochester; City of Rochester (NY); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Retirement plan

Dental insurance

Health insurance

Life insurance

Vision insurance

Training & development

Bonus based on performance

Company parties

Flexible schedule

Opportunity for advancement

Job summary

Northwestern Mutual of Rochester is seeking a Financial Advisor to educate clients on financial planning and insurance options, delivering excellent service while building lasting relationships. You will collaborate with a local team to support client needs and drive business growth in a supportive, athlete-friendly culture.

The role emphasizes teamwork, disciplined execution, and a commitment to helping clients achieve their financial objectives within a training-focused organization.

Qualifications

• Strong communication and interpersonal skills are essential for building client relationships.
• Athletes with teamwork mindset excel in collaborative environments and client service.
• A disciplined, goal-driven approach helps advisors meet client objectives.

Responsibilities

• Educate clients on financial planning and insurance options.
• Provide excellent customer service and build lasting relationships.
• Collaborate with a local team to support client needs.

Skills

Teamwork

Communication

Interpersonal skills

Goal-oriented

Education

Life, Accident & Health license

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 of Rochester!

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 Rochester!

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 could 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:

Suite 200, 1162 Pittsford Victor Road, Pittsford, NY 14534

Meet Our Team:

Mike D'Archangelo, Director of Selection:

• Time with NM: 5.5 years
• Prior to NM: Athletic Director, Coach, Teacher, and Mentor at a college
• Passionate About: Golfing, boating, dogs, family, lake life, and good food

Greg Constantino, Managing Director:

• Time with NM: 25 years
• Prior to NM: Professional baseball
• Passionate About: Family, faith, fitness, fun, Canandaigua Lake, sports, concerts, and coaching

Alex Spoto, College Unit Director:

• Time with NM: 4.5 years
• Prior to NM: Intern at the University of Dayton
• Passionate About: Hockey, softball, family, the Bills, fun, friends, and hunting

Charlie Diehl, Growth and Development Director:

• Time with NM: 6 years
• Prior to NM: Intern at SUNY Brockport
• Passionate About: My son and husband, my family, my horses, farm life, and traveling with friends

Position Responsibilities:

• Educate clients on financial planning and insurance options.
• Provide excellent customer service and build lasting relationships.
• Collaborate with a local supportive team.

Position Requirements:

• Strong communication and interpersonal skills.
• Goal-oriented with a desire to succeed.
• Life, Accident & Health license.

Our Unique Angle: Meticulous Training and Support

We distinguish ourselves by prioritizing a meticulous focus on the process, ensuring sustainable business practices and a predictable high-activity approach, setting us apart from an industry often fixated on end results.

Position Perks:

• Business Start-up allowance
• Dental insurance
• Health insurance
• Life insurance
• Retirement plan
• Vision insurance
• Ongoing professional development
• Local culture of support and positive recognition

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries and affiliates in Milwaukee, WI. Mike D'Archangelo is not a licensed insurance agent, registered representative of a broker-dealer or representative of a federal savings bank.