Client Success Agent – Seeking Athletes

Job title: Client Success Agent – Seeking Athletes

Company: Northwestern Mutual of Greater Fort Worth

Job description: Benefits:

• 401(k)
• 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 Fort Worth!We are currently growing our 2 thriving offices, located: 1300 Summit Avenue in Fort Worth, TX and 733 U.S 287 Frontage Road in Mansfield, TX.
Follow this link to get a glimpse of our local culture: https://www.northwesternmutual.com/office/tx/fort-worth/87809311/Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Client Advisor with the Greater Fort Worth team!Why Current and Former Athletes Thrive in this role: 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.

• Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations.
• Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes.
• Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes.
• Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field.

Meet Some of Our Local Leaders, Many Who Have Achieved Success in Athletics:Jason Luce, Managing Partner

• How long with NM? 19 years.
• Previous experience? Consultant in workforce management. Left corporate life for more control and autonomy at NM.
• Passions outside of business? Family (20-year-old son, 16-year-old son, 12-year-old daughter), golfing, Packers fan, and cheers for the Texas Longhorns. Played college football at Ouachita Baptist University.

Paul Brown, Growth and Development Director & Financial Advisor

• How long with NM? 16 years.
• Previous experience? College internship; Greek life in college, economics major at Texas A&M.
• Passions outside of business? Married with 2 kids; enjoys Aggie football, golf, Dallas sports, and spending time with his 6 and 3-year-old kids. Born and raised in Dallas, now living in Arlington.

Daryl Klump, CFP, Managing Director

• How long with NM? 12 years.
• Previous experience? Started a non-profit; began at NM in a receptionist role, moved into trading, now runs her own District.
• Passions outside of business? Married with a 2-year-old; loves wine, horses, soccer, reading (including professional development and fiction), and spending time on the water.

Aaron Vallance, College Unit Director

• How long with NM? 5 years.
• Previous experience? Played college baseball and spent some time in corporate marketing.
• Passions outside of business? Enjoys friends and family, competition, golfing, all sports and a passionate Cowboys fan.

Brandon Rossi, Managing Director

• How long with NM? 14 years.
• Previous experience? Started in college as a NM intern.
• Passions outside of business? Family time with wife Emily and four kids; passionate about Kanakuk Camp, Denver Broncos, and Argentine Soccer.

Alexis Harris, Financial Advisor and Field Director

• How long with NM? 7 years.
• Previous experience? Division 1 college soccer player at the University of Texas at Austin and Texas Christian University.
• Passions outside of business? Spending time with fiancé Dean, wine and cheese nights, traveling, sports events, and volunteering within the community.

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 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.This is a Hybrid position.Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jason Luce is a General Agent of NM. Managing Partners are not in legal partnership with each other, NM, or its subsidiaries.Flexible work from home options available.

Expected salary: $80000 – 130000 per year

Location: Mansfield, TX

Job date: Fri, 18 Oct 2024 05:20:38 GMT

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