Client Advisor with Athletic Background

Job Description

Job Description

Benefits :

Retirement

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

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 of Greater Delafield!

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 :

Mike Scher, Managing Director

• How long with NM? 24 years
• Previous experience? Started as a college intern with NM.
• Passionate about? Married with five kids, huge Packers fan, loves camping and traveling with family and friends. Collects sports cards and memorabilia.

Tim Fraedrich, Financial Representative

• How long with NM? 1 year
• Previous experience? Owned and operated a property and casualty insurance firm.
• Passionate about? Traveling with his daughter for club soccer, coaching high school football, and is a big Wisconsin sports fan.

Danielle Plagge, Director of Operations

• How long with NM? 17 years
• Previous experience? Worked at a bank and ran a small business.
• Passionate about? Loves traveling, excited for next visit to Europe, enjoys new experiences with her husband and friends, and plays volleyball in rec leagues.

Todd Bowditch, Financial Planner

• How long with NM? 12 years
• Previous experience? Sold health insurance to small business owners.
• Passionate about? Big bourbon collector, loves golfing, struggles with Fantasy Football, and adores his dog, Bonny.

Lindsey Swain, Chief Recruiting Officer

• How long with NM? 4.5 years
• Previous experience? Stay-at-home mom, ran a personal business, raised puppies, substitute teacher, and military wife for 16+ years.
• Passionate about? Raising her kids, involved in youth sports, and enjoys traveling, boating, and reading.

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), Mortgage, 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 :
• Retirement
• 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.

Our supportive district office is located : 3960 Hillside Dr. Suite 101, Delafield, WI 53018

Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor : https : / / youtu.be / tar1BSa7Gaw

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Michael Scherr is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries.

Flexible work from home options available.