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Client Advisor Seeking Former Athlete

Northwestern Mutual - Greater Iowa City

Iowa City, IA

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JOB DETAILS
SKILLS
Analysis Skills, Athletics, Business Development, Car Rentals, Coaching, Communication Skills, Continuous Improvement, Customer Relations, Customer Support/Service, Dental Insurance, Exceeded Sales Goal, Faculty Administration, Financial Planning, Financial Services, Fishing, Health Insurance, Insurance, Interpersonal Skills, Life Insurance, Logistics, Marketing, Marketing Plan, Medical Equipment, Mentoring, Mortgage, Payroll Software/Services, Performance Management, Property Rentals, Real Estate Development, Sales Management, Service Delivery, Set Goals, Sports, Team Player, Time Management, Training/Teaching, Vision Plan, Wealth Management, Willing to Travel
LOCATION
Iowa City, IA
POSTED
30+ days ago
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) of Greater Iowa City!

Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a new Client Advisor

Why Current and Former Athletes Thrive Here:


  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.
Meet some of our local team, many who are passionate about athletics: 


Marc Pennington, Financial Advisor:
  • How long with NM: Starting his 4th year with NM.
  • Prior Experience: Spent 21 years in education—13 years as a teacher and coach, followed by 8 years as a middle school principal.
  • Passionate About: Spending time with his wife, three kids, and dogs. Loves to travel, is a huge Hawkeye and Cubs fan, and enjoys working on his small hobby farm.
Jessica Boyle-Roberts, Managing Director CLF®:
  • How long with NM: 15 years with NM.
  • Prior Experience: Came from a Cedar Rapids investment firm; joined NM after a friend from church recommended the opportunity, seeking a high-vision, high-growth company.
  • Passionate About: Married with three boys, enjoys Peloton (previously taught cycling), and loves traveling to the Lake of the Ozarks.
Garrett Brander, Wealth Management Advisor CFP®, ChFC®, RICP®, WMCP®:
  • How long with NM: Started as an intern in 2011; later became Managing Director for the Iowa City office, where he served for seven years.
  • Prior Experience: Gained extensive experience as an advisor and business leader; recognized as New Advisor of the Year in 2014 and 2015.
  • Passionate About: Family life with his wife and two young daughters. Enjoys golf, skiing, fishing, home projects, and is involved in community groups like No Foot Too Small and 100+ Men Who Care.
Key Responsibilities: As a Client 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 an associate degree or higher. 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, Mortgage, 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.


Our growing district office is located: 1303 5th Street, Coralville, IA 52241

Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: https://youtu.be/tar1BSa7Gaw




Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jessica Boyle-Roberts is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries.

Flexible work from home options available.

About the Company

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Northwestern Mutual - Greater Iowa City