Client Advisor with Military Background

Job Description

Job Description

Benefits :

401(k)

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Are you a veteran with an unwavering sense of mission? Do you excel in navigating challenges and striving for excellence both in your military service and civilian career? The Banderman Group of Northwestern Mutual is seeking to onboard a new client advisor to our team. We are a united group of determined, ambitious professionals, eager to make a difference in peoples lives as we accelerate the growth of our office across the Greater St. Louis.

Click the link below to hear Robert Novanty's inspiring journey from serving with the US Marines to a successful career in civilian life at Northwestern Mutual : https : / / careers.northwesternmutual.com / field -careers / military /

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 policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies, with a unique culture deeply dedicated to helping people achieve financial security.

What sets us apart :

Unsurpassed financial strength

A long-term approach to planning

Personal guidance from financial professionals

A robust digital experience

Our thriving office is located at 10805 Sunset Office Dr, Suite 100, Sunset Hills, MO 63127. Team members are expected to be in the office most days each week for hands-on training and support.

Our Unique Angle : Meticulous Training and Development

We distinguish ourselves by prioritizing a meticulous focus on the process, ensuring sustainable business practices and a predictable high-activity approach, setting us apart from an industry often fixated on end results.

Why Our Representatives Love The Banderman Group of Northwestern Mutual

• Potential for abundant, consistent, and predictable results.
• A collaborative, high-support team environment, fostering growth and camaraderie.
• Full business development process training and support for seamless operations.
• Proven operational systems and cutting-edge technology for enhanced agent efficiency.
• Achieving high performance while maintaining a great quality of life.
• A company experiencing rapid growth, offering leadership opportunities for top performers.

Qualities We Seek in a Candidate

We seek individuals who resonate with our values and vision. Here's who we're looking for :

• Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators.
• Achievers who celebrate accomplishments with a balanced and positive mindset.
• People who prioritize understanding the "who, why, and how" behind actions more than just the "what."
• Professionals dedicated to mastering their craft and excelling in their field.
• Savvy communicators who find joy in simplifying complex decisions for others.
• Emerging leaders and team players, equally adept at leading and collaborating.
• Generous souls who gladly treat others without hesitation.
• Ambitious thinkers who embrace boundless opportunities and possibilities.
• Fearless individuals, unafraid of public setbacks as they embrace personal growth.
• Open-minded and receptive, eager to learn and be coached regardless of their experience level.
• Forward-thinkers who balance long-term vision with outstanding short-term performance.
• Advocates for teamwork and cooperation, where everyone contributes equally.
• Passionate about their work, yet approachable and good-natured in their demeanor.

If these qualities describe you, then The Banderman Group of 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.

Learn more about The Banderman Group by following these links : https : / / www.linkedin.com / in / matthew -banderman-clf-08757578 / https : / / www.facebook.com / NorthwesternMutualSaintLouis

Meet some of our local leaders :

Tom Simon - Financial Advisor

• Background : Played golf at Mizzou, now a scratch golfer & Evans Scholar!
• Passions : Building his own team, winning charity golf tourneys, and being a dad.
• Secret Weapon : A knack for leading with vision and commitment to growth.
• Time with our team : 12+ years.

Matt Banderman - Managing Director

• What a Journey : Rising from intern in college to Managing Director, Matt's journey at Northwestern Mutual is a testament to dedication and excellence.
• Top-Tier Financial Expertise : With over 20 years of experience, Matt boasts thirteen Million Dollar Roundtable qualifications, ranking among the world's top advisors.
• Family & Sports : Beyond finance, Matt is a dedicated father of two daughters and a son, sharing his passion for sports and personal development.
• Diversity Champion : Committed to diversity and community impact, Matt serves on influential boards, shaping an inclusive office of thriving professionals.

Alan Metzger - Financial Advisor

• Background : Former Accountant for a construction company, with 16 years of experience before joining Northwestern Mutual.
• Personal Passions : Avid sports fan (baseball, basketball, football), enjoys golfing, pickleball, racquetball, and snow skiing, and watching his three kids activities in dance, football, and basketball.
• Time with our Team : 10 years as a Financial Advisor, with 25 years as a client.

Claudia Zimny - Recruiter

• Background : Business Management graduate from UMSL, with recruiting experience since 2023.
• Community and Hobbies : Loves the outdoors, active in her church, enjoys reading, and spending time with her family in St. Louis.
• Time with our Team : Joined in 2024.

Position Benefits :

• Significant bonus opportunity commiserate with outcomes
• Dental insurance
• Health insurance
• Life insurance
• Retirement plan
• Vision insurance

Education :

• Bachelor's Degree (Preferred)
• Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company as of the most recent review and report by each rating agency. Ratings are as of 6 / 23 (Moody's Investors Service), 8 / 23 (A.M. Best Company), 8 / 23 (Fitch Ratings) and 5 / 23 (S&P Global Ratings). Ratings are subject to change.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP certification mark, the CERTIFIED FINANCIAL PLANNER certification mark, and the CFP certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Boards initial and ongoing certification requirements. The Chartered Advisor for Senior Living (CASL) designation is conferred by The American College of Financial Services.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Matthew Banderman 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.