Client Specialist - Seeking Athletes

The Fadil Group • Dana Point, CA

412d • $122,700 - $194,200 • Remote

About The Position

The Client Specialist position at The Fadil Group of Northwestern Mutual is designed for individuals with a sports background who are passionate about teamwork and competition. This role focuses on engaging with clients to understand their financial needs and providing personalized guidance to help them achieve their financial goals. The position emphasizes the importance of resilience, discipline, and a goal-oriented mindset, traits that are often found in athletes, making them well-suited for success in the financial services industry.

Requirements

• Bachelor's degree in finance, business, or a related discipline.
• 1 year of experience in financial services or business development is preferred.
• Excellent interpersonal and communication abilities.
• Strong analytical skills.
• Ability to build lasting client relationships.

Nice To Haves

• Experience in insurance or financial services is beneficial but not mandatory.
• Background in business development-oriented organizations such as Medical Device, Education, Logistics, Solar, Tech, Real Estate, etc.

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 to safeguard clients' assets and income.
• Regularly review and update clients' financial plans and insurance policies.
• Cultivate a robust network of clients through referrals and community involvement.

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• 401(k)
• Flexible schedule
• Opportunities for advancement
• Training & development
• Performance-based bonuses
• Work from home options
• First year stipend for new advisors.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree