Client Advisor

2 weeks ago

Crowley, Louisiana, United States Cestia District of Northwestern Mutual Full time
Job Opportunity for Former Athletes

We are seeking a Client Advisor to join our team at the Cestia District of Northwestern Mutual. As a former athlete, you possess a unique set of skills that can be leveraged in a dynamic career in financial services.

Why Former Athletes Thrive in Our Environment
  • Teamwork and Collaboration: Our success depends on teamwork and collaboration, which is a natural fit for athletes who have experience working together towards common goals.
  • Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations, traits that are essential in the insurance and financial services industry.
  • Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes, helping 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, skills that are invaluable in managing a client portfolio.
  • Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field, driving our representatives to continuously improve and deliver exceptional service to clients.
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.

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.

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.

We offer a first year stipend based on controllable factors, ensuring a starting income, if you put in the work and meet the positions requirements.

Meet Our Team

Our team is comprised of experienced professionals who have excelled in athletics and have transitioned into successful careers in financial services. Meet Stuart Cestia, our Managing Director, and Andrew Tregre, our Growth and Development Director, and Diogo Tavares, our Financial Advisor and College Unit Director.

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