Client Advisor Seeking Former Athletes

P&W Financial Group - Northwestern MutualJackson, MS
$75,000 - $125,000

About The Position

P&W Financial Group of Northwestern Mutual (NM) is seeking individuals with a background in sports to join their team as Financial Advisors. The role is ideal for those who possess a drive, discipline, and competitive spirit, qualities that are highly valued in the insurance and financial services industry. The company emphasizes teamwork, resilience, goal-orientation, and strong time management skills, all of which are honed through athletic experience. The position involves engaging with clients to understand their financial needs, providing personalized guidance, designing and implementing financial strategies, regularly reviewing and updating financial plans, and cultivating a client network through referrals and community involvement.

Requirements

  • Bachelor's degree in finance, business, or a related discipline (preferred).
  • 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.
  • Individuals from business development-oriented organizations with uncapped earnings potential are welcome.
  • Must obtain state insurance licenses (training provided and sponsorship considered).

Nice To Haves

  • Former or current athlete background.

Responsibilities

  • Engage with clients to understand their comprehensive financial needs.
  • Provide personalized guidance to help clients achieve their financial protection and planning goals.
  • Design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being.
  • Regularly review and update clients' financial plans and insurance policies.
  • Cultivate a robust network of clients through referrals, active community involvement, and professional associations.

Benefits

  • 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.
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