Client Advisor with Athletic Background
About The Position
Northwestern Mutual – Cedar Rapids is seeking a Client Advisor, described in the posting as a Financial Advisor, to work with individuals and families on their financial goals. The role involves understanding clients’ aspirations and concerns, developing comprehensive financial plans, recommending insurance solutions, and providing ongoing support as clients’ circumstances change. The position also involves building a client network through referrals, community involvement, and professional associations. The posting highlights teamwork, resilience, goal orientation, discipline, time management, and a competitive spirit as qualities that may help current and former athletes thrive in the role. Training and sponsorship for required licenses are available. The office is located at 401 1st St SE, Suite 401, Cedar Rapids, IA 52401.
Requirements
- Strong interpersonal and communication skills.
- Analytical thinking.
- Ability to build trust and rapport with clients.
- Obtain necessary licenses, such as Series 6, Series 63, and state insurance licenses; training and sponsorship are available.
Nice To Haves
- A bachelor’s degree is preferred.
- Previous experience in financial services or business development is beneficial but not required.
- Athletic background and strengths such as teamwork, resilience, goal orientation, discipline, time management, and competitive drive.
Responsibilities
- Engage with clients to understand their financial goals, aspirations, and concerns.
- Develop comprehensive financial plans that include investments, insurance, and retirement.
- Recommend and implement insurance strategies to protect clients’ assets and income.
- Monitor clients’ financial plans, provide regular updates, and adjust strategies as circumstances change.
- Build and maintain a network of clients through referrals, community involvement, and professional associations.
Benefits
- Retirement benefits, including a company-funded pension and contributions to PFGF, a profit-sharing retirement plan.
- Performance-based bonus and performance incentives; the posting describes income potential as having no ceiling.
- Dental insurance.
- Flexible schedule and flexibility to create a schedule suited to the employee’s lifestyle and goals.
- Health insurance.
- Vision insurance.
- Training and development, including ongoing programs and sponsorship for advanced certifications.
- Opportunity for advancement.
- Company parties.
- Dedicated planning team, marketing resources, experienced mentors, and comprehensive support.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
