Wheeler District of Northwestern Mutual
Client Advisor, Seeking Athletes
Full Time • Hybrid - US
Benefits:
- Stipend
- 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 Wheeler District - Northwestern Mutual!
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 Wheeler District - Northwestern Mutual!
Why Current and Former Athletes Could Thrive Here: We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes could 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.
Our thriving office is located at: 1 Smart Way Suite 101, Baton Rouge, LA 70810
Meet some of our local team:
Chris McGhee, Financial Advisor:
- How long with NM? Since July 2009 as an intern; went full-time in January 2010.
- Previous job/career/business experience? College baseball player at LSU.
- Passionate about outside of work? Chris is passionate about his kids, Camden (9) and Collins (6), his faith in Christ, coaching youth baseball, and continuously growing in all aspects of life, especially through building meaningful relationships.
Ben Wheeler, Financial Representative & Market Leader:
- How long with NM? 24 years, started as an intern before going full-time.
- Previous job/career/business experience? Only had different college jobs before joining NM.
- Passionate about outside of work? Family is Ben's main priority. He’s been passionate about golf since childhood and spends weekends with his family at their lake house, enjoying the outdoors.
Madison Welch, Talent Director:
- How long with NM? 2 years.
- Previous job/career/business experience? Elementary school teacher specializing in ESL and Reading.
- Passionate about outside of work? Family is Madison’s main priority. She has a love for reading and often finds herself diving into a good book whenever she has free time.
Taylor Dodge, Financial Representative:
- How long with NM? Intern in 2010, full-time in September 2013.
- Previous job/career/business experience? Worked at Cutco before becoming an intern.
- Passionate about outside of work? Taylor enjoys hanging out with his wife and best friends. He’s passionate about golfing, hunting, and fishing, and appreciates that his career allows him the time and resources to pursue all three at a high level.
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 devices, 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. In addition to robust health and wellness benefits, you’ll receive a company-funded pension and contributions to PFGF—our unique profit-sharing retirement plan—designed to support your long-term financial security. 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. Ben Wheeler is a General Agent of NM and is not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Compensation: $78,000.00 - $123,000.00 per year
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Industry Leading Compensation
Mentorship Program offering new agents the necessary fundamentals
Ongoing Specialized Training
Dedicated In-House Administrative Support
Career Advancement Opportunities
Company Full of Successful Leaders
Collaboration with highly productive peers