Financial Advisor: New-Business Growth & Client Relationships

Northwestern Mutual; Indianapolis (IN); Presencial; USD 90.000 - 140.000; Jornada completa

Descripción de la vacante

Northwestern Mutual is seeking an Entity Advisor in Indianapolis to identify and create new client relationships beyond the current client base. You will oversee the service model for onboarding clients and serve your own client base, acting as a liaison with the operations team.

Role emphasizes referrals, COI prospecting, and marketing event participation to drive growth, while maintaining the firm’s service standards and a collaborative culture.

Formación

• Bachelor’s degree or equivalent professional work experience.
• Investment licensed (SIE, Series 63, and Series 7) or willingness to obtain in a 6-month period
• Life and Health licensed or willingness to obtain in a 3-month period
• 4+ years of experience in financial sales or similar field preferred
• Excellent customer service and communication skills
• Proven track record of client acquisition and retention
• Strong interpersonal and networking skills
• History of success in a sales-oriented, client-facing role
• Legal authorization to work in the United States

Responsabilidades

• Generates referrals and new business from individuals outside of the firm.
• Delegates tasks to the operations team when appropriate via the operations manager.
• Conducts thorough fact finding, needs analysis, and make recommendations.
• Identifies and develops new business from existing client relationships.
• Prospects through Centers of Influence (COIs) and marketing events for new clients.
• Ensures that the firm’s outlined service model is being executed for their client base.
• Participates in marketing events to further additional client acquisition.
• Participates in team meetings to contribute to the growth, strategy, and positive culture of the firm.
• Build—Work to build your knowledge of financial products and market trends.
• Educate— Educate yourself beyond training with sponsored licensing and registration as well as ongoing development.
• Influence— Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations.
• Own—Take ownership of development and management of relationships as you help to scale an enduring firm. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs

Conocimientos

Customer service

Communication

Networking

Sales experience

Interpersonal skills

Client acquisition

Retention

Educación

Bachelor's degree or equivalent

Descripción del empleo

Northwestern Mutual is seeking an Entity Advisor in Indianapolis to identify and create new client relationships beyond the current client base. You will oversee the service model for onboarding clients and serve your own client base, acting as a liaison with the operations team.

Role emphasizes referrals, COI prospecting, and marketing event participation to drive growth, while maintaining the firm’s service standards and a collaborative culture.