Client Advisor, Seeking Athletes

$75,000 - $143,000/Yr

Unclassified - Camarillo, CA

Full-time - Entry Level

Remote - Camarillo, CA

About the position

The Client Advisor position at Northwestern Mutual in Calabasas is designed for individuals with a sports background who are looking to leverage their teamwork, discipline, and competitive spirit in a dynamic career within the insurance and financial services industry. The role focuses on engaging with clients to understand their financial needs and providing personalized guidance to help them achieve their financial goals. Advisors will design and implement tailored strategies to protect clients' assets and ensure their long-term financial security while cultivating a robust network through referrals and community involvement.

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 and income.
• Regularly review and update clients' financial plans and insurance policies.
• Cultivate a robust network of clients through referrals and active community involvement.

Requirements

• Bachelor's degree required.
• Experience in insurance, financial services, or business development is preferred but not mandatory.
• Strong interpersonal and communication skills.
• Excellent analytical abilities.
• Proven ability to build long-lasting client relationships.

Nice-to-haves

• Experience in business development-oriented industries such as Medical Device, Education, Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental.

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• 401(k)
• 401(k) matching
• Flexible schedule
• Opportunities for advancement
• Performance-based bonuses
• Work from home options
• Continuous training and development programs