Client Advisor with Competitive Drive

Hlubek District - Northwestern Mutual; Quincy (IL); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Job summary

Hlubek District – Northwestern Mutual is seeking a Financial Advisor who thrives in team settings and competitive environments to help clients secure their financial futures. You will engage clients, assess needs, and design tailored protection and planning strategies.

You'll build lasting relationships through referrals and community involvement, while pursuing state licenses with sponsored training and a generous, uncapped compensation structure.

Qualifications

• Bachelor's degree in finance, business, or related discipline.
• State insurance licenses required; training provided.
• Excellent interpersonal and communication abilities; strong analytical skills.

Responsibilities

• Engage with clients to understand comprehensive financial needs and provide guidance on protection and planning goals.
• Design and implement tailored strategies to safeguard assets and income and overall financial well-being.
• Regularly review and update financial plans and insurance policies to reflect changes in circumstances or goals.
• Cultivate a robust network of clients through referrals, community involvement, and professional associations.

Skills

Interpersonal skills

Communication abilities

Analytical skills

Client relationships

Education

Bachelor's degree in finance or business

Job description

Benefits:

• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

Join the Winning Team at Hlubek District – 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 Financial Advisor with Hlubek District - Northwestern Mutual!

Why Current and Former Athletes Could Thrive Here:

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 could help 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 could translate 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 could drive our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients.

Meet some of our local team, many who have excelled in athletics:

Casey Hlubek – Managing Director

• How long with NM? 18 years
• Prior to? Assistant General Manager at a restaurant.
• Passionate about? Enjoys traveling with his family, watching his kids play sports, playing basketball, and cooking.

Chris Piette – Growth Development Director

• How long with NM? 9 years
• Prior to? Logistics coordinator for a trucking company.
• Passionate about? Enjoys spending time outdoors, hanging out with his family, and is an Eagle Scout.

Nick Hun – Growth Development Director

• How long with NM? 4 years
• Prior to? Top 10 intern with Northwestern Mutual, converted full-time upon graduation.
• Passionate about? Has a past military background, enjoys hunting, watching sports, and spending time with family.

Sara Skaff – Financial Representative

• How long with NM? 1 year
• Prior to? Top 10 intern who converted to full-time after graduation.
• Passionate about? Loves running, cooking, and anything outdoors.

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