Client Advisor with Athletic Background
About The Position
Walnut Creek - Northwestern Mutual is seeking a Client Advisor to engage with clients, understand their comprehensive financial needs, and provide personalized guidance toward financial protection and planning goals. The advisor designs and implements tailored strategies to safeguard clients’ assets, income, and overall financial well-being, and regularly reviews and updates financial plans and insurance policies as clients’ circumstances or goals change. The role also involves cultivating a client network through referrals, community involvement, and professional associations. Training and development are provided, including support toward advanced certifications. The role offers performance-based incentives and unlimited earning potential, support from a planning team, marketing resources and experienced mentors, and flexibility in designing a work schedule. The position is based at the Walnut Creek office at 2121 N. California Blvd Ste. 620, Walnut Creek, CA 94596.
Requirements
- Excellent interpersonal and communication abilities.
- Strong analytical skills.
- Ability to build lasting client relationships.
- Obtain required state insurance licenses; training is provided and sponsorship may be considered.
Nice To Haves
- Bachelor’s degree in finance, business, or a related discipline.
- Prior experience in insurance, financial services, or business development.
- 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 overall financial well-being.
- Regularly review and update clients’ financial plans and insurance policies as their circumstances or goals change.
- Cultivate a network of clients through referrals, active community involvement, and professional associations.
Benefits
- Performance-based bonus and incentives, with unlimited earning potential.
- Company parties.
- Dental insurance.
- Flexible schedule.
- Health insurance and other health and wellness benefits.
- Opportunity for advancement.
- Training and development programs.
- Sponsorship for advanced certifications.
- Dedicated planning team, marketing resources, and experienced mentors.
- Company-funded pension.
- Contributions to PFGF, the company’s profit-sharing retirement plan.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
