Remote Financial Advisor | Unlimited Earnings Potential

Northwestern Mutual - The Lincoln Group; Oregon; Hybrid; USD 60,000 - 110,000; Full time

Benefits offered by this job

Training & development

Health insurance

Dental insurance

Vision insurance

Flexible schedule

Opportunity for advancement

Job summary

Northwestern Mutual - The Lincoln Group is seeking a Client Advisor to engage with clients, assess comprehensive financial needs, and offer tailored protection and planning strategies. You will design plans that safeguard assets, income, and long-term security while routinely reviewing policies to reflect evolving goals.

Strong interpersonal and communication abilities, plus analytical skills and relationship-building capabilities, are essential.

Qualifications

• Prior experience in insurance, financial services, or business development is beneficial but not mandatory.
• Excellent interpersonal and communication abilities and strong analytical skills are required; ability to build lasting client relationships.
• We welcome candidates from business development-oriented organizations with uncapped earnings potential.

Responsibilities

• Engage with clients to understand their comprehensive financial needs and provide guidance to achieve their financial protection and planning goals.
• Design and implement tailored strategies that safeguard clients' assets, income, and long-term financial well-being.
• 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.

Skills

Interpersonal skills

Communication

Analytical skills

Client relationships

Job description

Northwestern Mutual - The Lincoln Group is seeking a Client Advisor to engage with clients, assess comprehensive financial needs, and offer tailored protection and planning strategies. You will design plans that safeguard assets, income, and long-term security while routinely reviewing policies to reflect evolving goals.

Strong interpersonal and communication abilities, plus analytical skills and relationship-building capabilities, are essential.