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Client Specialist with Sports Background
4 weeks ago
Are you a motivated individual with a passion for sports and a desire to succeed in a dynamic career? Do you thrive in a team environment and enjoy helping others achieve their goals? If so, we invite you to explore the exciting opportunity of becoming a Client Advisor with Northwestern Mutual - Downtown San Diego.
Key Responsibilities:
As a Client Advisor, you will engage with clients to understand their comprehensive financial needs and provide personalized guidance. You will design and implement tailored strategies to safeguard clients' assets, income, and financial well-being. Regularly reviewing and updating clients' financial plans and insurance policies will be an essential part of your role. You will also cultivate a robust network of clients through referrals, active community involvement, and professional associations.
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 Our Team:
Delaney Gallagher, Managing Director:
How long with NM? 7+ years.
Previous job/career/business experience? Director of football operations at CAL and corporate sponsorships for USC athletics. Played college baseball at St. Mary's College in the Bay Area.
Why came to NM? Passion for leadership from day one and a desire to run his own office.
Passionate about outside of work? Family, including three kids, golfing, and loves any and all sports, plus spending most weekends involved in kids' activities.
Kristen Muranyi, Financial Representative:
How long with NM? Just under 2 years.
Previous job/career/business experience? Head of Women's Division at Titleist and a golf pro, also a collegiate athlete in golf and hockey.
Main reason for joining NM? Wanted to transition from the golf industry to pursue uncapped earnings potential and growth, with a love for numbers.
Tony Lagomarsino, Financial Advisor:
How long with NM? 3+ years.
Previous job/career/business experience? Worked for 12 years at Equinox Fitness Club as an Area Manager for San Diego and Orange County.
Why joined NM? Desired more time with his family and more income potential in the local area, moving to a stable industry.
Passionate about? Spending time with his wife and two daughters, loves golf, running (recently completed a half marathon), and living life.
Earnings Potential with Our Office:
High End:
$250K+ in the first year.
Long-Term Earnings Potential:
Average of Career Advisors (5+ years): $500K annually.
Top 25%:
$1M annually.
Top 10%:
$2.2M annually.
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.
We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), 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:
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.Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community.
We offer a first year stipend based on controllable factors and your activities, ensuring a starting income, if you put in the work and meet the position's requirements.
Beyond the stipend there is no cap to your upward earnings potential.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI.
Flexible work from home options available.
