Client advisor

Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a new Client Advisor with Northwestern Mutual - Greater Madison!

Why Current and Former Athletes Thrive Here :

• 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 some of our local team, many who are passionate about athletics :

William Jordan, Financial Advisor

• How long with NM? 7 years.
• Previous experience? Intern at NM and pizza delivery driver during college.
• Passionate about? Family, fitness, sports (Packers, Badgers, Bucks), and music, with two years of music school experience in Nashville.

Sandy Botcher, Managing Partner

• How long with NM? 24 years.
• Previous experience? Junior high teacher and litigation attorney.
• Passionate about? Family, hockey, visiting NHL arenas, working out, baking, and helping families avoid financial hardship through proper planning.

Michael Ciske, Financial Representative

• How long with NM? Started September, 2023.
• Previous experience? Army medic for 16 years and office manager at a dental office.
• Passionate about? Family, live music, camping, snowboarding, gaming, guitar, and board games.

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. 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 :

• Training and Development : Continuous access to training programs with sponsorship for advanced certifications to expand your expertise.
• Compensation : A lucrative compensation structure with performance-based incentives and unlimited earning potential.
• Coaching and Mentoring : Receive support from experienced mentors and leadership committed to coaching and guiding your growth.
• Operational Support : Extensive backing from a dedicated planning team and marketing resources to drive success.
• Flexibility : Design a work schedule that aligns with your personal and professional goals.
• Impact : Play a pivotal role in helping individuals and families secure their financial futures, 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.

Sandy Botcher is a General Agent of NM. Managing Partners are not in legal partnership with each other, NM, or its subsidiaries.

Flexible work from home options available.

Last updated : 2024-10-30

Salary : $73,000 - $111,000