Remote Client Advisor | Flexible Schedule & Growth

Northwestern Mutual - The Lincoln Group; Lincoln (NE); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Retirement

Company parties

Dental insurance

Flexible schedule

Health insurance

Advancement opportunities

Training & development

Vision insurance

Job summary

Northwestern Mutual - The Lincoln Group in Lincoln, NE seeks a Client Advisor who brings teamwork and competitive drive from sports to help clients achieve financial security. You will engage with clients to assess needs, craft personalized protection and retirement plans, and build lasting relationships through referrals and community involvement.

Flexible work options and a strong support team back your success.

Qualifications

• Excellent interpersonal and communication abilities.
• Strong analytical skills.
• Ability to build lasting client relationships.
• Uncapped earnings potential from business development backgrounds.

Responsibilities

• Engage with clients to understand comprehensive financial needs and provide guidance.
• Design and implement tailored protection and retirement planning strategies.
• Regularly review and update clients’ financial plans and policies.
• Cultivate a robust client network through referrals and community involvement.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Networking abilities

Job description

Northwestern Mutual - The Lincoln Group in Lincoln, NE seeks a Client Advisor who brings teamwork and competitive drive from sports to help clients achieve financial security. You will engage with clients to assess needs, craft personalized protection and retirement plans, and build lasting relationships through referrals and community involvement.

Flexible work options and a strong support team back your success.