Financial Protection Specialist with Athletic Passion

1 week ago


Bolivar, Missouri, United States Northwestern Mutual - Greater Delafield Full time
Unlock a Rewarding Career in Financial Services

As a Client Advisor at Northwestern Mutual - Greater Delafield, you will have the opportunity to leverage your athletic background and passion for teamwork to excel in a dynamic career.

Why Current and Former Athletes Thrive Here:
  1. Teamwork and Collaboration: Our success depends on working together towards common goals, which naturally suits athletes accustomed to team settings.
  2. Resilience and Determination: Overcoming obstacles and staying focused on long-term objectives is key to building a successful career.
  3. Goal-Oriented Mindset: The drive to set and achieve goals helps our representatives stay motivated and committed to helping clients.
  4. Discipline and Time Management: Balancing training, competitions, and academics instills strong discipline and time management skills.
  5. Competitive Spirit: This fuels our representatives' desire to continuously improve, exceed performance targets, and deliver exceptional service.
Meet Our Local Team:
  • Mike Scher, Managing Director
    • 24 years of experience with NM
    • Previous experience as a college intern with NM
    • Married with five kids, huge Packers fan, loves camping and traveling with family and friends. Collects sports cards and memorabilia.
  • Tim Fraedrich, Financial Representative
    • 1 year of experience with NM
    • Previous experience owning a property and casualty insurance firm
    • Traveling with his daughter for club soccer, coaching high school football, and is a big Wisconsin sports fan.
  • Danielle Plagge, Director of Operations
    • 17 years of experience with NM
    • Previous experience working at a bank and running a small business
    • Loves traveling, excited for next visit to Europe, enjoys new experiences with her husband and friends, and plays volleyball in rec leagues.
  • Todd Bowditch, Financial Planner
    • 12 years of experience with NM
    • Previous experience selling health insurance to small business owners
    • Big bourbon collector, loves golfing, struggles with Fantasy Football, and adores his dog, Bonny.
  • Lindsey Swain, Chief Recruiting Officer
    • 4.5 years of experience with NM
    • Previous experience as a stay-at-home mom, ran a personal business, raised puppies, substitute teacher, and military wife for 16+ years.
    • Raising her kids, involved in youth sports, and enjoys traveling, boating, and reading.
Key Responsibilities:

Engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. Design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security.

Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Cultivate a robust network of clients through referrals, active community involvement, and professional associations.

Qualifications:

We prefer candidates with a bachelor's degree. Prior experience in insurance, financial services, or business development is beneficial, but not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships.

Benefits:
  • Training and Development: Continuous access to training programs with sponsorship for advanced certifications to expand your expertise.
  • Compensation: A lucrative compensation structure with performance-based incentives and unlimited earning potential.
  • Coaching and Mentoring: Receive support from experienced mentors and leadership committed to coaching and guiding your growth.
  • Operational Support: Extensive backing from a dedicated planning team and marketing resources to drive success.
  • Flexibility: Design a work schedule that aligns with your personal and professional goals.
  • Impact: Play a pivotal role in helping individuals and families secure their financial futures, making a lasting difference in the community.

Our supportive district office is located at 3960 Hillside Dr. Suite 101, Delafield, WI 53018.



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