Client Advisor with Sports Background
Benefits:
Stipend
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 the Cestia District of Northwestern Mutual (NM)!
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: 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.
By leveraging these qualities, former and current athletes find a fulfilling and prosperous career at the Cestia District of Northwestern Mutual where their sports background becomes a cornerstone of their professional success.
Meet some of our local team, many who have excelled in athletics:
Managing Director, Stuart Cestia:
Stuart is a distinguished Managing Director at Northwestern Mutual of Louisiana-Lafayette, where he has been proudly associated since 1997. In his role, Stuart leads the performance, growth, and distribution of financial services in the Lafayette area, overseeing a strong and growing management team.
A native of New Iberia, Stuart holds a Bachelor of Science in Marketing with a minor in Finance from the University of Louisiana at Lafayette, where he was also a student-athlete, playing baseball at both Northwestern State University and the University of Louisiana Lafayette. His competitive spirit from his athletic days has translated into a successful career in financial services, earning him numerous awards, including the National Association of Insurance and Financial Advisors Quality Award and multiple National Quality Awards.
Stuart is passionate about family, spending quality time with his wife Angie and their children, Preston and Olivia. An avid outdoorsman, Stuart enjoys hunting and offshore fishing in his free time.
Andrew Tregre
Position: Growth and Development Director
Experience: 11.5 years with Northwestern Mutual; former intern; led pilgrimages and mission trips during college.
Outside of Business: Dedicated to his wife and 3 children; passionate about church, pickleball, and his role at Northwestern Mutual.
Diogo Tavares
Position: Financial Advisor and College Unit Director
Experience: 4 years and 2 months with Northwestern Mutual; previous roles include lifeguard, EMT, Operations Manager in the heavy-duty truck business and served 7 years in the US Army.
Outside of Business: Family time, pursuing a doctoral degree, camping, DIY projects, and active involvement in youth and veteran organizations.
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, Military 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. We offer a first year stipend based on controllable factors, ensuring a starting income, if you put in the work and meet the position’s requirements.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Stuart Cestia 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.