Client Advisor, Seeking Athletes
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 The Young District - Northwestern Mutual Midtown!
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 The Young District - Northwestern Mutual Midtown.
Why Current and Former Athletes Thrive Here:
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:
Zach Young - Managing Director:
How long with NM? 14 years.
Prior Experience? Worked in Investor Relations and Business Development in NYC at the largest private equity firm in the world. Before that, held a role at one of the largest wirehouses globally.
Passionate about? Faith is his #1 priority, followed by family—his wife and two kids. An avid golfer, Braves fan, and praying his kids have fantastic athleticism with even better hearts.
Megan Fleming - Director of Recruitment:
How long with NM? 4 years.
Prior Experience? Spent 3 years as an Associate Financial Representative for an advisor. Before that, was a stay-at-home mom to her two children.
Passionate about? Family first! Loves playing tennis or anything competitive, watching documentaries with her husband, and spending time with her 75-year-old dad. Enjoys bonding with her 12-year-old son (keeping up with Gen Z lingo), shopping and doing hair and makeup with her 7-year-old daughter, and spoiling her dog Mac.
Dominic Scarpelli - Growth and Development Director and Financial Advisor:
How long with NM? 6 years.
Prior Experience? Worked in a hybrid salaried/commission sales role for a medical software company, specializing in revenue cycle management and selling to hospitals, health systems, and larger medical practices.
Passionate about? Enjoys fishing, hunting, and playing video games. Lives with his wife, Brooke, and their dog, Lupo. Passionate about land ownership, reading sci-fi novels, international travel, and NFL football.
Jon Blankenship - Financial Advisor:
How long with NM? Completed the NM internship program in college.
Prior Experience? A graduate of Georgia State University who began his career with Northwestern Mutual right after completing his internship.
Passionate about? Faith and family are central to his life. He’s married, a new dad, and a big Georgia Bulldogs fan—GO Dawgs! Loves golf and is dedicated to leading a youth group at his church.
Sam Williamson - Future Financial Representative:
How long with NM? Joining officially in 2025.
Prior Experience? Former attorney who relocated to the United States from New Zealand.
Passionate about? Married with two kids, he’s passionate about Halloween, collecting fine china, and dressing for success—he believes in dressing for the day you want to have!
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. Zach Young is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.