Client Portfolio Growth Advisor - Own Your Book of Business

Northwestern Mutual; Clearwater (FL); Sur place; USD 70 000 - 200 000; Plein temps

Avantages offerts par ce poste

Training and development

Mentorship

Licensing support

Planning tools and resources

Brand and leadership backing

Résumé du poste

Northwestern Mutual in Clearwater, FL is hiring a Client Portfolio Executive to build and grow a personal book of business. You will prospect, network, and develop long-term relationships with individuals, families, and business owners, presenting financial planning solutions.

You’ll receive award-winning training, mentorship, licensing support, planning tools, and the backing of a nationally recognized brand, with income tied to client growth and performance.

Qualifications

• Prior client-facing, sales, or business development experience.
• Track record of building relationships and earning trust.
• Confidence initiating conversations with new people.
• Strong communication and follow-up skills.
• Entrepreneurial ambition and ownership mentality.
• Interest in building a long-term book of business.
• 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.

Responsabilités

• 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

Connaissances

Sales experience

Business development

Relationship-building

Account management

Communication skills

Formation

Bachelor's degree or equivalent

Outils

Planning software

Description du poste

Northwestern Mutual in Clearwater, FL is hiring a Client Portfolio Executive to build and grow a personal book of business. You will prospect, network, and develop long-term relationships with individuals, families, and business owners, presenting financial planning solutions.

You’ll receive award-winning training, mentorship, licensing support, planning tools, and the backing of a nationally recognized brand, with income tied to client growth and performance.