Client Advisor with Sports Background

Conrad District of Northwestern Mutual

Client Advisor with Sports Background

Lake Charles, LA +1 location
Full Time
Paid
  • Responsibilities

    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 Conrad 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 Specialist!

    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 Conrad District of Northwestern Mutual where their sports background becomes a cornerstone of their professional success.

    Meet Our Lake Charles Leader, Jonathan Conrad:

    As a Financial Advisor and Field Director, Jonathan has dedicated 14 years to Northwestern Mutual, joining the company straight out of college. He has grown into a resilient leader, committed to mentoring and guiding new team members. Jonathan invests his experience and energy into helping others build successful careers, creating a positive impact on both his team and the broader community.

    Outside of work, Jonathan is a devoted family man with four children. He actively coaches his kids' sports teams and enjoys baseball and golf. He also serves as a pastoral counselor at St. Martin de Porres Catholic Church and participates in the Real Men Wear Pink campaign for the American Cancer Society.

    Jonathan’s leadership is defined by his dedication to others, both in his professional and personal life. He leaves a lasting impact through his mentorship and community involvement.

    Key Responsibilities: 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. 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. Jonathan Conrad is a General Agent of NM. Field Directors are not in legal partnership with each other, NM, or its subsidiaries.

    Flexible work from home options available.

  • Locations
    Lake Charles, LA • Vinton, LA