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Benefits :
With our vibrant office located in the heart of Columbia, Missouri, Northwestern Mutual aims to be the pre-eminent financial security firm, consistently focusing on one ambition : to have a meaningful impact on our clients, our communities, our financial professionals, and our team members that will collectively create a legacy for future generations.
We are proud to announce that our Missouri Network Office was just named a 2024 Top Workplace by USA Today !
About CoMo Native, Mike Mouser, Managing Director : Mike Mouser was adopted from Seoul, South Korea, and raised in Southeast Missouri, where his love for baseball and sports flourished from a young age.
He further developed his leadership skills during his time at Mizzou, where he pursued a BA in Marketing and actively engaged in the Vasey Academy, Cornell Leadership Program, and Delta Sigma Phi Fraternity.
Upon graduating from Mizzou, Mike embarked on his career journey, joining Northwestern Mutual in 2012 while still in college.
The company's culture, mentorship from successful advisors, and the opportunity to impact lives resonated deeply with him.
Transitioning to full-time with Northwestern Mutual in the summer of 2013, Mike shaped his vision for a future filled with growth and impact.
Today, Mike resides in Columbia, MO, with his wife Heidi, who plays an integral role in the Northwestern Mutual Columbia office.
Together, they have built a thriving family business and are overjoyed to have a healthy little boy who brings immense joy to their lives.
Mike and Heidi are dedicated to their CoMo community, spending cherished moments with their son and supporting families through their work at Northwestern Mutual Central MO.
A Glance at Northwestern Mutual
Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people.
As a mutual company, we answer to our policyowners not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies, with a unique culture deeply dedicated to helping people achieve financial security.
What sets us apart :
Why Our Representatives Love Northwestern Mutual of Central Missouri :
Qualities We Seek in a Candidate
We seek individuals who resonate with our values and vision. Here's who we're looking for :
If these qualities describe you, then Northwestern Mutual might just be your perfect fit. We are looking to bring on the right individual to join our team and help expand our broader service offering, with an emphasis on growing our insurance and financial services portfolios.
Prior insurance or financial services experience is not required. Join us on this exciting journey, where we take insurance and financial services to a whole new level of excitement and fulfillment.
Benefits :
Education :
Last updated : 2024-06-22
Full Time
$50k-65k (estimate)
06/24/2024
09/21/2024
The job skills required for Client advisor include Leadership, Teamwork, Planning, Financial Services, etc. Having related job skills and expertise will give you an advantage when applying to be a Client advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client advisor. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client advisor positions, which can be used as a reference in future career path planning. As a Client advisor, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client advisor. You can explore the career advancement for a Client advisor below and select your interested title to get hiring information.
If you are interested in becoming a Client Advisor, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Advisor for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Advisor job description and responsibilities
Attend all renewal strategy and budget meetings and prepare renewal proposals for all clients.
01/23/2022: Springfield, OH
Advisors do meeting with prospective new clients to earn the right to give them advice.
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Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors.
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Review bonds wordings and provide clear verbal and written guidance to clients regarding the suitability of the bond wording submitted.
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Ability to build relationships with client teams and key stakeholders.
03/25/2022: Houston, TX
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Advisor jobs
A financial advisor can also be a financial planner or provide financial planning as part of their repertoire of services.
02/05/2022: Peoria, IL
Typically, clients meet with financial advisors once or twice quarterly though this depends on the advisor.
03/07/2022: Dallas, TX
Financial advisors need client relationship skills to attract new clients and retain the clients they already have.
02/26/2022: Billings, MT
Providing excellent customer service and developed long-standing client relationships with repeat business.
01/25/2022: Carson City, NV
Client advisots must be excellent communicators capable of leading a team.
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Step 3: View the best colleges and universities for Client Advisor.