Client Advisor with Athletic Background

Northwestern Mutual - Fairfield County•Bridgeport, CT

1d•$70,000 - $95,000•Hybrid

About The Position

Join the Winning Team at Northwestern Mutual (NM) - Fairfield County, Connecticut! Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Client Advisor! Our network is one of Northwestern Mutual’s most historic network offices. In 2024, the firm had 5 advisors ranked in the Top-10 of the Forbes Best-In-State Financial Securities List (CT) and 9 rank in the Top-25. Why Current and Former Athletes Thrive Here: We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Here’s why athletes thrive with us: 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 some of our local team, many who have excelled in athletics: Alex Beilin – Managing Partner How long with NM? 30 years. Previous experience? Worked at TGIFriday’s during college, excelling in customer service and seasonal sales. Passionate about? Spending time with his wife Leslie and son Luca, traveling, sports, and exploring different cultures, as well as faith development. Louis Pietig – Managing Director, Fairfield District Office How long with NM? 7 years. Previous experience? Financial services wholesaler at Horizon Kinetics and Cohen & Steers, then financial advisor at Wells Fargo Advisors. Passionate about? Family, community service, and travel. He has 3 sons and actively gives back to the community. Andrew Kalinowski – Managing Director, Westport District Office How long with NM? 10 years, including an internship. Previous experience? Held jobs at a car wash and as a bus boy/dishwasher in high school. Passionate about? Golf, snowboarding, scuba diving, and Boston sports, especially football (Patriots) and hockey (Bruins). Income Range Within Our Network of Offices: Years 1-4 in Business: Average: $80,000 Top 25%: $170,000 Top 10%: $240,000 Top performers exceed $200,000 in Year 1 Years 5+ in Business: Average: $305,000 Top 25%: $730,000 Top 10%: $1,115,000

Requirements

Bachelor's degree in finance, business, or a related discipline.
Prior experience in insurance, financial services, or business development is beneficial, but not mandatory.
Excellent interpersonal and communication abilities.
Strong analytical skills.
Capability to build lasting client relationships.
Welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Business Development, Business Owners, Military Veterans, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others.
Required to obtain state insurance licenses, with training provided and sponsorship considered.

Nice To Haves

Athletic background

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

Benefits

Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Continuous access to training and development programs
Sponsorship for advanced certifications
Lucrative compensation structure including performance-based incentives
Unlimited earning potential
Extensive support from a dedicated planning team, marketing resources, and experienced mentors.
Flexibility to design a work schedule that aligns with personal and professional goals.
Play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community.