Client Specialist with Competitive Drive

Northwestern Mutual; Fisher Park (NC); On-site; USD 165,000 - 560,000; 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

Northwestern Mutual Greensboro is seeking a Client Advisor with a sports‑minded, team‑oriented mindset. You will be part of a dynamic, performance‑driven environment that values collaboration and client‑focused service.

As a Client Advisor, you will engage with clients to understand their financial needs, design tailored strategies to protect assets and income, and regularly review plans. You will also build a robust referral network through community involvement and professional associations,

Qualifications

• Bachelor's degree in finance, business, or related discipline.
• Excellent interpersonal and communication abilities.
• Strong analytical skills and ability to build lasting client relationships.
• State insurance licenses required with sponsorship considered.

Responsibilities

• Engage with clients to understand comprehensive financial needs and provide personalized guidance.
• Design and implement tailored strategies to safeguard assets, income, and financial well‑being.
• Regularly reviewing and updating clients' financial plans and insurance policies to reflect changes in circumstances or goals.
• Cultivate a robust network of clients through referrals, active community involvement, and professional associations.

Skills

Teamwork

Communication

Interpersonal skills

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 Northwestern Mutual (NM) - Greensboro!

Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Client Advisor with Northwestern Mutual - Greensboro!

Why Current and Former Athletes Thrive Here:

We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes 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 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.

Meet some of our local team, many who are passionate about athletics:

M. Scott Henegar, Managing Director:

• How long with NM? 29 years (14 as an Advisor, 15 as Managing Director)
• Previous experience? Resort consulting, snow ski instructor, river guide.
• Passionate about? Family, fly fishing, piloting single‑engine airplanes, golf, and traveling with family to Europe and the islands.

Jeff Jackman, Wealth Management Advisor & Growth & Development Director:

• How long with NM? 10 years
• Previous experience? Formerly in the golf business, selling and fitting golf clubs since college.
• Passionate about? Enthusiastic about spending time with his 1‑year‑old daughter, grilling BBQ, avid golfer, snowboarding, Pittsburgh sports fan, and enjoys personal development and psychology.

Kristin Kling, Financial Advisor/Field Director:

• How long with NM? 10+ years
• Previous experience? Worked at American Express, Wells Fargo, and Lincoln Financial in both call center and banking roles.
• Passionate about? Empowering women in business, exploring new cities and restaurants, baking, musical theater, and connecting people.

Megan Parker, Director of Selection & Recruitment:

• How long with NM? 2 years
• Previous experience? Worked in conferencing, event planning, sales, talent acquisition, and career services in higher education for 9 years.
• Passionate about? Traveling, live music, college basketball & football (Go Deacs!), musical theater, club pilates, volunteering in the community, and gardening.

Earnings Potential with our District Office:

• Years 1-4 average earnings: $165,000 per year
• Years 5+ average earnings: $560,000 per year

Key Responsibilities:

As a Client 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. Scott Henegar is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries.