Client Advisor, Seeking Athletes

Job Description

Job Description

Benefits:

• Retirement
• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

Join the Winning Team at Northwestern Mutual (NM) - Coastal Empire!

Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial Advisor with Northwestern Mutual - Coastal Empire!

Why Current and Former Athletes Thrive Here:

We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Heres why athletes thrive with us:

1. Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients.
2. Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career.
3. Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives.
4. Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity.
5. Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients.

Our thriving offices are located:

• 617 Stephenson Avenue, Suite 201, Savannah, GA 31405
• 20 Market Street, Suite 106, St. Simons Island, GA 31522

Meet some of our local team, many who have excelled in athletics:

Caroline Dove, Managing Director:

• How long with NM: 16 years in the industry, 14 with NM (since college).
• Prior to: Started as an Associate Advisor in college, then moved into Operations, recruiting, and leadership. Promoted to Managing Director in 2023.
• Passionate about: Caroline values family time with her husband and 1-year-old daughter, exploring Savannahs historic spots. She enjoys golf, travel, and cheering for her SC Gamecocks. A bucket list item is meeting Dolly Parton. Caroline is committed to growing the firm with advisors seeking impact, income, and independence, and is active in Savannahs Women in Finance Group, Emerging Leaders Council, and Estate Planning Council.

Jack Green Jr., Certified Financial Planner:

• How long with NM: 21 years with NM.
• Prior to: Started his career with NM immediately after college.
• Passionate about: Jack is married with four kids (including twins). He enjoys golfing, fishing, skiing, and playing the guitar in his free time.

Adeline Branch, Financial Representative:

• How long with NM: 3 years.
• Prior to: Prior to joining NM, Adeline worked at SunTrust Bank (now Truist) as a Medical Client Advisor in their Private Wealth Management division, where she worked exclusively with doctors and their families to address their financial needs, including banking, lending, and investments.
• Passionate about: Adeline is passionate about her kids and enjoys watching them play sports and compete. A sports enthusiast, shes a fan of the Yankees, Knicks, and Giants. She and her wife also love traveling the country and experiencing new places.

Kirk Farkas, Associate Wealth Management Advisor:

• How long with NM: 2 years.
• Prior to: Prior to joining NM, Kirk worked in P&C Insurance and holds a BA in Political Science. The majority of his career was spent in legislation and policy within the Georgia Senate.
• Passionate about: Kirk is passionate about his faith, spending time with his husband, and preparing for their baby on the way. Hes also a big fan of Georgia football.

Meghan Newell Growth & Development Director, Financial Advisor:

• How long with NM: 8 years since March 2017.
• Prior Experience: Owned her own business for 13 years, where she coached women on launching and growing their businesses. She also taught financial classes and guided individuals and couples on how to pay down debt efficiently.
• Passionate about: Quality family time! Meghan loves spending time with her husband and two sons, especially when theyre hanging out by the pool or out on the boat enjoying the water.

Key Responsibilities: As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations.

Qualifications: We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered.

Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Caroline Dove is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.