Client Advisor with Athletic Background at Northwestern Mutual - Buffalo District | NY, US | Rezi

Client Advisor with Athletic Background at Northwestern Mutual - Buffalo District

Client Advisor with Athletic Background

Northwestern Mutual - Buffalo District · NY, US

1 weeks ago

Client Advisor with Athletic Background

Northwestern Mutual - Buffalo District · NY, US

7 days ago
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About the Role

Northwestern Mutual - Buffalo District is seeking driven individuals, particularly those with a sports background, to join their team as Financial Advisors. This role offers the opportunity to leverage athletic traits like drive, discipline, and a competitive spirit to build a successful career in financial services, helping clients achieve their financial goals.

Responsibilities

  • Engage with clients to understand their comprehensive financial needs.
  • Provide personalized guidance to help clients achieve their financial protection and planning goals.
  • Design and implement tailored strategies to safeguard clients' assets, income, and overall financial well-being.
  • Regularly review and update clients' financial plans and insurance policies.
  • Cultivate a robust network of clients through referrals, active community involvement, and professional associations.

Requirements

  • Bachelor's degree in finance, business, or a related discipline preferred.
  • Prior experience in insurance, financial services, or business development is beneficial but not mandatory.
  • Excellent interpersonal and communication abilities.
  • Strong analytical skills.
  • Capability to build lasting client relationships.
  • Welcome individuals from business development-oriented organizations.
  • Required to obtain state insurance licenses; training provided and sponsorship considered.

Skills

  • Teamwork
  • Collaboration
  • Resilience
  • Determination
  • Goal-Oriented Mindset
  • Discipline
  • Time Management
  • Competitive Spirit
  • Interpersonal skills
  • Communication skills
  • Analytical skills
  • Client relationship building

Location

  • 5488 Sheridan Drive, Ste. 100, Williamsville, NY 14221

Work Type

  • Full-time
  • Flexible schedule

Experience Level

  • Entry-level
  • Experienced

Education Level

  • Bachelor's degree preferred

Salary/Compensations

  • Unlimited earning potential
  • Performance-based incentives

Benefits

  • Retirement plan (company-funded pension and PFGF profit-sharing)
  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development programs
  • Sponsorship for advanced certifications
  • Lucrative compensation structure
  • Unlimited earning potential
  • Extensive support from a dedicated planning team
  • Marketing resources
  • Experienced mentors
  • Vision insurance

About the Company

  • Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI.
  • Nii Sowah is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries.