Client Portfolio Executive

Northwestern Mutual

Sarasota (FL)

On-site

USD 70,000 - 200,000

Full time

7 days ago

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Benefits offered by this job

Commission-based income

Activity stipends

Recurring revenue potential

Licensing support

Retirement plan

Medical, dental, vision

Life and disability insurance

Family planning benefits

Job summary

Northwestern Mutual in Sarasota, FL is hiring a Client Portfolio Executive (Financial Advisor) to build a personal book of business and guide clients through financial decisions. You will prospect, network, and develop long-term relationships with individuals, families, and business owners, while learning Northwestern Mutual’s products and planning tools to deliver tailored solutions.

This is a performance-based role with income tied to client growth and success.

Qualifications

Prior client-facing, sales, or business development experience.
Track record of building relationships and earning trust.
Confident initiating conversations with new people.
Strong communication and follow-up skills.
Entrepreneurial ambition and ownership mentality.
Legal authorization to work in the U.S. without sponsorship.
Located in Greater Sarasota area or willing to relocate imminently.

Responsibilities

Identify prospective clients and grow your own book of business.
Conduct discovery to understand goals and financial concerns.
Present financial planning recommendations and help clients act.
Develop your practice and potential to build a team.
Use planning tools and software to educate clients.

Skills

Sales and business development

Client relationship management

Prospecting

Networking

Education

4-year degree or equivalent professional work experience

Tools

Planning software

Illustrations

Reporting tools

Job description

Northwestern Mutual is hiring a Client Portfolio Executive (Financial Advisor) for the Sarasota office.

This is a sales and business development opportunity for someone who wants more than a traditional Account Executive role. You will build your own client base, develop long-term relationships, and help individuals, families, and business owners make confident financial decisions.

This role is best suited for someone who enjoys prospecting, networking, relationship sales, consultative selling, and owning the results of their work. You will be in business for yourself, but not by yourself, with training, mentorship, licensing support, planning tools, and the backing of Northwestern Mutual.

What you will do

As a Client Portfolio Executive, you will be responsible for building and growing your own book of business. You will identify prospective clients, create new relationships, uncover financial needs, and recommend solutions that help clients protect income, build wealth, plan for retirement, and prepare for major life events.

You will spend your time on:

Client acquisition, prospecting, networking, and referral generation
Building a personal book of business and long-term client relationships
Conducting discovery conversations to understand client goals, priorities, and financial concerns
Presenting financial planning recommendations and helping clients take action
Learning Northwestern Mutual’s products, planning process, and market approach
Using planning software, reporting tools, and illustrations to educate clients
Maintaining and reviewing client plans as their needs evolve
Developing your practice with the long-term opportunity to build a team

This is a strong fit for someone who wants ownership, upside, and a career where relationship-building directly translates into income growth.

What Northwestern Mutual provides

Our award-winning training program is designed to help you develop the knowledge, confidence, and business-building skills needed to succeed in financial services.

You will have access to:

Industry-leading training and development
Mentorship from experienced financial professionals and leaders
Support for licensing, registration, and ongoing education
Northwestern Mutual’s planning tools, software, and product platform
Resources across insurance, investments, retirement, education funding, business planning, and wealth management
A nationally recognized brand and local leadership team invested in your success

Areas of client planning may include:

Asset and income protection
Investment and advisory services
Education funding
Business needs analysis
Financial planning strategies for individuals, families, and business owners

Who we are looking for

You may be a strong fit if you have experience in sales, business development, account management, client service, recruiting, real estate, banking, insurance, financial services, or another relationship-driven field.

We are especially interested in people who have:

Prior client-facing, sales, or business development experience
A track record of building relationships and earning trust
Confidence initiating conversations with new people
Strong communication and follow-up skills
Entrepreneurial ambition and ownership mentalityInterest in building a long-term book of business
Excellent time management and self-discipline
Desire for continuous learning and professional development
A 4-year degree or equivalent professional work experience
Legal authorization to work in the U.S. without sponsorship
Current location in the Greater St. Louis area or plans to relocate imminently

Income growth opportunity

This is a performance-based opportunity where your income is tied to the client relationships and book of business you build.

Compensation includes commission-based income, activity-based stipends during the first 6 months, and the opportunity to develop recurring revenue as your client portfolio grows over time.