Client Advisor with Sports Background

Northwestern Mutual; Chicago (IL); On-site; USD 75,000 - 110,000; 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 - Chicagoland is seeking a results-driven Financial Advisor to partner with clients on long-term financial protection and planning. You will design tailored strategies and build a broad client network through referrals and community involvement, supported by a dedicated planning team.

A bachelor’s degree in finance or business and strong interpersonal skills are preferred; licensing support is provided as part of the role.

Qualifications

• Bachelor’s degree or higher in finance, business, or a related discipline is preferred.
• Excellent interpersonal and communication abilities are essential.
• Strong analytical skills and ability to build lasting client relationships are highly valued.

Responsibilities

• Engage with clients to understand their comprehensive financial needs and provide personalized guidance to help them achieve financial protection and planning goals.
• Design and implement tailored strategies to safeguard clients' assets, income, and long-term well-being.
• Regularly review and update clients' 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 communication

Analytical skills

Client relationship building

Education

Bachelor's degree in finance, business, or related discipline

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 - Chicagoland!

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 - Chicagoland!

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 can 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.

Learn more about Northwestern Mutual - Chicagoland: https://www.youtube.com/watch?v=BRk3Ui8113s

Our thriving Network Office of the Chicagoland District is located at

1901 Butterfield Road Suite 300 Downers Grove, IL 60515

Meet Our Team

Ryan Kramer – CLF®, ChFC®, CLU®, Managing Partner

• Time with NM: Joined Northwestern Mutual as a college intern in 1997 and became Managing Partner of Northwestern Mutual Chicagoland in 2015.
• Prior Experience: Graduated from Illinois State University with a B.S. in Marketing and has held roles at every level of Northwestern Mutual’s leadership track, including Assistant Regional Director at the company’s Milwaukee headquarters.
• Passionate About: Ryan lives in Elmhurst, Illinois, with his wife and their three children. He enjoys family time, sports, and community involvement. Together, the Kramers support organizations such as Alex’s Lemonade Stand Foundation, Feed My Starving Children, Ronald McDonald House Charities, and Bear Necessities. Ryan is also active with the ISU Marketing Alumni Board, the Butterfield Country Club Finance Committee, and the Church of the Resurrection in Elmhurst.

Trent Mausser – CLU®, ChFC®, Managing Director

• Time with NM: Began his career as a College Financial Representative in 2001 while attending the University of Northern Iowa.
• Prior Experience: Recognized nationally as a top college representative, Trent was featured in USA Today in 2001 and 2002. He became a full-time Financial Representative in 2002 and transitioned into leadership roles including College Unit Director, Field Director, and later Managing Director of the Chicago office.
• Passionate About: Trent lives in Park Ridge, Illinois, with his wife and their three daughters. His family enjoys golf, boating, and travel, and actively supports organizations like Feed My Starving Children, Ronald McDonald House Charities, Bear Necessities, and Alex’s Lemonade Stand.

Kevin Pabst – ChFC®, Managing Director

• Time with NM: Started as a College Financial Representative in 2011 and now leads the Barrington Office.
• Prior Experience: A Chicagoland native, Kevin grew up in Arlington Heights and earned his degree in Economics from Michigan State University, where he played club hockey. During his time in leadership with the Schaumburg District Office, the internship program was ranked among the top 10 in the Northwestern Mutual system three times.
• Passionate About: Kevin and his wife, Kelly, live in Palatine, Illinois, with their two children. He enjoys family time, golf, and relaxing at his family’s lake house.

Scott Carr – CLU®, MSM, Managing Director

• Time with NM: Joined Northwestern Mutual as a college intern in 1984 and opened his own office in Schaumburg at age 24.
• Prior Experience: A top 10 intern at Illinois State University, Scott ranked among the top new advisors nationally in 1986 and 1987. His office has consistently ranked among the top 10 in production for Northwestern Mutual.
• Passionate About: Scott lives in the northwest suburbs with his wife, Gina. He enjoys golfing, traveling, and spending time with his family, including his two adult children, and grandchildren.

Jason Frano – Managing Director

• Time with NM: Joined Northwestern Mutual in 2014 and became Managing Director of the Naperville office in 2020.
• Prior Experience: Before Northwestern Mutual, Jason worked in sales for Toyota Corporation. He was named “Rookie of the Year” in his first year and ranked among the top 50 new advisors nationwide. He later served as College Unit Director and Field Director before stepping into his current leadership role.
• Passionate About: Jason lives in Lombard with his wife and their two sons. He enjoys running marathons, coaching his sons’ basketball and baseball teams, and spending time with family.

Tracey Daniels – Executive Director of Selection, Chicagoland

• Time with NM: Began her Northwestern Mutual career as an Associate Financial Representative in 2012 and returned in 2023 as District Recruiter before advancing to her current role.
• Prior Experience: Studied Communications with an emphasis in Public Relations at Michigan State University. Tracey leads selection and recruiting strategy across all offices, focusing on helping professionals build lasting, fulfilling careers.
• Passionate About: Originally from Woodridge, IL, Tracey now resides in Shelby Township, MI, with her husband, daughter, and their dog, Bubba. A former figure skater, she enjoys giving back to the skating community, attending country concerts, and boating with her 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. 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. Ryan Kramer is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.