Client Advisor with Competitive Drive

KMO - Northwestern Mutual•Kansas City, MO
•$67,000 - $89,000

About The Position

KMO of Northwestern Mutual is seeking a Client Advisor to engage clients, understand their comprehensive financial needs, and provide personalized guidance toward their financial protection and planning goals. The advisor designs and implements tailored strategies to safeguard clients’ assets, income, and overall financial well-being, supporting their long-term security. Advisors regularly review and update clients’ financial plans and insurance policies as circumstances or goals change, and build a client network through referrals, community involvement, and professional associations. The role offers a coaching-focused support system, including access to activity, client-building, performance and mindset, and technology coaches. The firm also provides mentorship, skill-building, accountability, a dedicated planning team, marketing resources, and experienced mentors. Training and development programs are available, with sponsorship for advanced certifications. The position offers performance-based incentives and uncapped earning potential, as well as flexibility to design a work schedule aligned with personal and professional goals. The company welcomes candidates from a range of business development-oriented fields. Prior insurance, financial services, or business development experience is beneficial but not required. Candidates must obtain state insurance licenses; training is provided and sponsorship is considered. Offices are located in Leawood, Kansas; Kansas City, Missouri; and Wichita, Kansas.

Requirements

  • Excellent interpersonal and communication abilities.
  • Strong analytical skills.
  • Ability to build lasting client relationships.
  • Obtain state insurance licenses; training is provided and sponsorship is considered.

Nice To Haves

  • 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.
  • Experience in business development-oriented organizations, including Medical Device, Education, Logistics, Solar, Payroll Services, Tech 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 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, active community involvement, and professional associations.

Benefits

  • Retirement benefits.
  • Performance-based bonus and incentives, with unlimited earning potential.
  • Company car.
  • 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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