Client Advisor with Athletic Background
About The Position
Northwestern Mutual - Cedar Rapids is seeking a Financial Advisor with a background in athletics. The role emphasizes teamwork, resilience, goal-orientation, discipline, and a competitive spirit, traits often found in athletes. The company believes these qualities are essential for success in the insurance and financial services industry. The office is located at 401 1st St SE Suite 401 Cedar Rapids IA 52401. The description also introduces members of the local team, including Kalvin Grabau Keele (Managing Partner), Ben Frazier (District Director), Kate Berry (Financial Advisor), and Kyle Reeve (Financial Advisor), highlighting their tenure, prior experience, and passions.
Requirements
- A bachelor's degree is preferred.
- Previous experience in financial services or business development is beneficial but not required.
- Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
- Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Nice To Haves
- Athletic background
Responsibilities
- Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
- Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
- Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
- Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
- Networking: Build and maintain a network of clients through referrals, 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
- Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
- Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
- Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
- Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
- Retirement Benefits: Company-funded pension and contributions to PFGF—our version of a profit-sharing retirement plan designed to support your long-term financial future.
- Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
