Client Advisor with Athletic Background
About The Position
Dorner District - Northwestern Mutual is seeking a Client Advisor to work with clients on comprehensive financial needs. The advisor provides personalized guidance and develops tailored strategies to help clients meet financial protection and planning goals, safeguard assets and income, and support 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 position offers coaching, mentorship, training, planning-team and marketing support, and flexibility to design a work schedule around personal and professional goals. Performance-based incentives and unlimited earning potential are described. Training and sponsorship are provided or considered for required state insurance licensing and advanced certifications. The firm describes a collaborative, coaching-focused culture that also emphasizes personal ownership and independence. Its offices are in Champaign, Bloomington, and Peoria, Illinois.
Requirements
- Excellent interpersonal and communication abilities.
- Strong analytical skills.
- Ability to build lasting client relationships.
- Obtain state insurance licenses; training is provided and sponsorship may be considered.
Nice To Haves
- A 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 overall financial well-being.
- Regularly review and update clients’ financial plans and insurance policies to reflect changes in their circumstances or goals.
- Build a client network through referrals, community involvement, and professional associations.
- Obtain required state insurance licenses.
Benefits
- Performance-based bonus and incentives, with unlimited earning potential described.
- Company parties.
- Dental insurance.
- Flexible schedule.
- Health insurance.
- Opportunity for advancement.
- Training and development programs.
- Vision insurance.
- Sponsorship for advanced certifications.
- Dedicated planning team, marketing resources, and experienced mentors.
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What This Job Offers
Job Type
Full-time
