Client Advisor - Seeking Athletes

Northwestern Mutual - Coastal S.C.

  • Bluffton, SC
  • $55,000-105,000 per year
  • Permanent
  • Full-time
  • 23 hours ago
Benefits:
  • Retirement
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance
Join the Winning Team at Northwestern Mutual, Coastal South Carolina!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.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. Here’s why athletes thrive with us:
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
Meet some of our local team, many who have excelled in athletics:Chrys Kanos - Managing Director:
  • How long with NM? 19 years
  • Prior Experience? Chrys was a Northwestern Mutual college intern prior to joining the full-time career.
  • Passionate About? Chrys is passionate about family, global travel and is a proud “girl dad”! He has built a career helping others achieve their life by design, not by default!
Daniel Harris - Growth and Development Director and Financial Advisor:
  • How long with NM? 5 years
  • Prior Experience? After playing college golf at Newbury College, Danny played professionally on several mini tours as well as on Nationwide Tour events. Following that, he transitioned into a tech sales role in Charleston, S.C and gained experience in software solutions.
  • Passionate About? Danny is passionate about his family and helping his clients make strategic financial decisions that will better impact their lives.
Amanda Hall - Director of Recruitment:
  • How long with NM? 3 years
  • Prior Experience? Amanda was a Class A PGA Certified Golf Professional at The Ocean Course on Kiawah Island where she oversaw the daily operations at the 5-star championship facility. She assisted in facilitating the 2021 PGA Championship along with 200 other corporate and recreational outings for resort guests. Prior to that, she played Division 1 golf at The University of South Carolina Upstate.
  • Passionate About? Amanda is passionate about connecting people to a career with purpose, allowing them to reach their full potential and spend their life LIVING!
Patrick Smith – Chief Growth Officer and Financial Advisor:
  • How long with NM? 5 years
  • Prior Experience? Patrick came to Northwestern with eight years of corporate sales experience, primarily in the professional hockey space where he was responsible for key sponsorship contracts for the South Carolina Stingrays organization. Prior to that, Patrick played collegiate tennis for Kennesaw State University.
  • Passionate About? Patrick’s passions include his family, personal development, giving back to his community and the success and growth of the Northwestern Mutual Coastal S.C. area.
Spencer Schulz - Financial Advisor:
  • How long with NM? 6 years
  • Prior Experience? Spencer was a Northwestern Mutual college Intern prior to joining the full-time career. During his college career, Spencer earned an NCAA Championship for the Rowing team at The University of Washington.
  • Passionate About? Spencer is passionate about traveling and experiencing different cultures with his wife, Hailey, and their pup, Winnie. He also loves competing in marathons and enjoying great food, delicious wine, and coffee!
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.Flexible work from home options available.

Northwestern Mutual - Coastal S.C.