Financial Advisor with Athletic Background - Training Provided

Northwestern Mutual; Wayne (PA); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Health insurance

Life insurance

Vision insurance

Retirement

Job summary

Northwestern Mutual in Radnor seeks a financial advisor who thrives on teamwork and helping clients achieve their financial goals. You will design and implement tailored strategies to protect assets, income, and long-term security while building lasting client relationships.

The role requires a bachelor’s degree in finance or related fields, strong communication skills, and licensing in state insurance. The office supports hybrid work in Radnor, PA, with opportunities for growth and advancement.

Qualifications

• Bachelor's degree in finance, business, or related discipline.
• Excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships.
• State insurance licenses will be obtained with training provided and sponsorship considered.

Responsibilities

• Engage with clients to understand their financial needs and provide personalized guidance and tailored strategies to protect assets and plan for long-term security.
• 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.

Education

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

Job description

Join the Winning Team at Northwestern Mutual – Radnor!

Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as an financial advisor with Northwestern Mutual – Radnor!

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 could 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:

• 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.
• 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.
• 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.
• 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.
• 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.
• Retirement
• Bonus based on performance
• Health insurance
• Opportunity for advancement
• Vision insurance

Our office is located at: 170 N Radnor Chester Rd, Ste 110, Radnor, PA 19087

Meet Our Team:

Grant Price – Managing Director: Grant has been with Northwestern Mutual for over five years and currently serves as Managing Director of Radnor - NM. Prior to joining Northwestern Mutual, Grant worked in player personnel and recruiting with the University of Tennessee football program, where he developed a strong foundation in talent development and team building. Outside of work, Grant is passionate about spending time with his wife, Hailey, and their two dogs, Bear and Ziggy (a Lab and Border Collie). He also enjoys staying active through CrossFit.

Teresa Fratini – Associate Director of Selection: Teresa brings a unique perspective shaped by over 20 years as a client and more than a year as a leader within the firm. She focuses on attracting and developing individuals who want to grow, lead, and make an impact. Outside of the office, she enjoys spending time with her two kids and their rescue pitties.

Steve Eberbach – Financial Advisor: Steve has been with Northwestern Mutual for over 10 years, serving his clients as a proud partner of Clarity Financial Planning Group while also helping drive the development of advisors through his leadership role as Growth & Development Director. Prior to joining Northwestern Mutual, Steve worked as a civil engineer, bringing strong analytical and problem-solving skills into his financial planning practice. Outside of work, he enjoys spending time outdoors and staying active in nature.

Key Responsibilities: As an Insurance Agent, 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.

• 401(k)
• 401(k) matching
• Health insurance
• Life insurance
• Vision insurance

Work Location: Hybrid remote in Radnor, PA 19087