Client Advisor with Athletic Background

P&W Financial Group - Northwestern Mutual•Jackson, MS

7d•$75,000 - $125,000•Hybrid

About The Position

P&W Financial Group of Northwestern Mutual is seeking a Client Advisor with an athletic background to work as a Financial Advisor. The role involves understanding clients’ comprehensive financial needs and providing personalized guidance to help them achieve financial protection and planning goals. Advisors design and implement tailored strategies to safeguard clients’ assets, income, and financial well-being, and regularly review and update plans and insurance policies as clients’ circumstances or goals change. The position also involves developing a network of clients through referrals, community involvement, and professional associations. Training and development programs, sponsorship for advanced certifications, a dedicated planning team, marketing resources, and experienced mentors are available. Compensation includes performance-based incentives and unlimited earning potential. The work schedule is flexible, and the position is hybrid. State insurance licenses are required; training is provided and sponsorship may be considered.

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

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.
Background in a business development-oriented organization, 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 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 network of clients through referrals, community involvement, and professional associations.