Client Solutions Consultant

4 days ago


Lafayette, Louisiana, United States Cestia District of Northwestern Mutual Full time

About Us

The Cestia District of Northwestern Mutual is dedicated to empowering individuals and families to secure their financial future. Our team of experienced professionals is committed to delivering exceptional service and providing personalized solutions to meet the unique needs of our clients.

Estimated Salary: $75,000 - $100,000

Key Responsibilities

As a Client Advisor, your primary responsibilities will include:

  • Engaging with clients to understand their comprehensive financial needs
  • Providing personalized guidance to help clients achieve their financial protection and planning goals
  • Designing and implementing tailored strategies that safeguard clients' assets, income, and overall financial well-being
  • Cultivating 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, as well as prior experience in insurance, financial services, or business development. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships.



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