Client Advisor with Athletic Background

Northwestern Mutual Syracuse•City of Syracuse, NY

7d•$67,000 - $78,000

About The Position

Northwestern Mutual Syracuse is seeking a Client Advisor, presented in the posting as a Financial Advisor, to help clients address their comprehensive financial needs. The advisor provides personalized guidance and develops strategies to support clients’ financial protection and planning goals, safeguard their assets and income, and promote long-term financial well-being. The role includes reviewing and updating financial plans and insurance policies as clients’ circumstances or goals change, and building a client network through referrals, community involvement, and professional associations. The posting welcomes candidates with business-development experience from a variety of fields; prior experience in insurance, financial services, or business development is beneficial but not mandatory. Training is provided for required state insurance licenses, and sponsorship may be considered. The role offers training and development, support from a planning team, marketing resources and mentors, performance-based incentives, and flexibility to design a work schedule aligned with personal and professional goals. The office is located at 34 Aspen Park BLVD, East Syracuse, NY 13057.

Requirements

Excellent interpersonal and communication abilities.
Strong analytical skills.
Ability to build lasting client relationships.
Obtain state insurance licenses.

Nice To Haves

Bachelor’s degree in finance, business, or a related discipline is preferred.
Prior experience in insurance, financial services, or business development is beneficial but not mandatory.
Experience in business-development-oriented fields such as medical devices, education, logistics, solar, payroll services, technology business development, real estate, or auto rental.

Responsibilities

Engage with clients to understand their comprehensive financial needs.
Provide personalized guidance to help clients achieve financial protection and planning goals.
Design and implement tailored strategies to safeguard clients’ assets, income, and financial well-being.
Regularly review and update clients’ financial plans and insurance policies as their circumstances or goals change.
Build a client network through referrals, community involvement, and professional associations.
Obtain required state insurance licenses; training is provided and sponsorship may be considered.

Benefits

Retirement benefits.
Performance-based bonus and incentives.
Company parties.
Dental insurance.
Flexible schedule.
Health insurance.
Opportunity for advancement.
Training and development programs.
Vision insurance.
Sponsorship for advanced certifications.
Unlimited earning potential.
Support from a dedicated planning team, marketing resources, and experienced mentors.