What are the responsibilities and job description for the Client Advisor Seeking Athletes position at Congruent Advisors?
Benefits : Retirement
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Join the Winning Team at Congruent Advisors!
Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial Advisor with Congruent Advisors!
Why Current and Former Athletes Thrive Here :
We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes 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 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.
Meet Alicia McMachan - Founder and Financial Advisor :
Alicia McMachan is a passionate Financial Advisor, Coach, and Founder of Congruent Advisors. She was a college athlete at the University of Illinois Springfield where she played 4 years of volleyball and 2 years of softball. She started her business at just 22 years old, in a city where she had no roots and few prospects—but an immeasurable faith in herself and what was possible.
Now, with 25 years of experience, Alicia collaborates with her husband, Mark McMachan, CFP, to provide Comprehensive Financial Planning for individuals, families, and businesses across the country. Their mission is to inspire financial planning that aligns with their clients’ values, creating balance and empowering them to truly "spend life living."
Alicia is deeply committed to helping others embrace their limitless potential. She believes in living life BIG, authentically, and courageously—values she instills in both her clients and her two amazing daughters, who continuously inspire her to uplift and empower other women.
Recognition : Ranked by Forbes
Alicia McMachan has been honored as a Best-In-State Top Financial Security Professional by Forbes. We extend our sincere gratitude to our dedicated team, exceptional clients, and our partnership with Northwestern Mutual. This achievement would not have been possible without your support.
Key Responsibilities : As a Client Advisor, 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.
Benefits : You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Alicia McMachan is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
