What are the responsibilities and job description for the Client Advisor, Seeking Athletes position at Ward District - Northwestern Mutual?
Join the Winning Team at The Ward District - Northwestern Mutual!
Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Client Advisor with the Ward District - Northwestern Mutual.
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.
- How long with NM? 28 years
- Prior Experience? Jay began his career right out of college after attending Wake Forest University and has since built a successful leadership role at Northwestern Mutual.
- Passionate About? Jay is dedicated to mentoring new financial representatives and helping his clients achieve their financial goals. Outside of work, he enjoys golfing, traveling, and following Wake Forest sports. He values family time with his wife and children and is also involved in supporting the veteran community through his role on the board of Veterans Bridge Home Triad.
- How long with NM? 13 years
- Prior Experience? Gabe joined Northwestern Mutual after playing Division 1 football and completing a college internship with the company.
- Passionate About? Gabe focuses on family and community involvement, enjoying golf and other activities with his wife and four children. He is also engaged with Leadership Winston-Salem as part of the Class of 2025.
- How long with NM? 1 year
- Prior Experience? Peter serves as a Marine Corps Officer with over 13 years of experience.
- Passionate About? Outside of work, Peter enjoys captaining an adult soccer team, competing in Spartan Races, and coaching his three daughters’ sports teams. He is also dedicated to volunteering as a mentor for organizations that support veterans transitioning to civilian employment.
- How long with NM? 4 years
- Prior Experience? Anna joined Northwestern Mutual following her time as a collegiate field hockey player at Guilford College.
- Passionate About? Anna is actively engaged in the Winston-Salem community through various civic initiatives. She is committed to making a positive impact and supporting local causes. Anna is also supported by her partner, a member of the military.
- How long with NM? 5 years
- Prior Experience? Joshua transitioned into financial advising after a successful career in academia and the ministry.
- Passionate About? A triathlete, Joshua enjoys outdoor activities and spending time with his wife and three kids. He holds 2 master degrees from Wake Forest University and Duke University and continues to apply his academic background to his financial practice.
- How long with NM? 5 years
- Prior Experience? Russ joined Northwestern Mutual after 15 years in a leadership role at Hanesbrands. He has a background in sports management from his time as a basketball team manager at UNC Chapel Hill.
- Passionate About?An experienced Ironman competitor, Russ is focused on continuous self-improvement both personally and professionally. He enjoys challenging himself and strives to help his clients achieve their financial goals. Outside of work, he is supported by his wife and newborn, and values balancing family life with his pursuit of personal growth.
Meet some of our local team, many who have excelled in athletics :
Jay Ward – Managing Director
Gabe Irby – Field Director & Private Wealth Advisor
Peter Hofinga – Director of Selection
Anna Howard – Financial Advisor
Joshua Goocey – Financial Advisor
Russ Lauten – Financial Advisor
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. Jay Ward is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Salary : $63,000 - $115,000
