Client Advisor with Sports Background Job at Wolfe District of Northwestern Mutu

Benefits:

• Stipend
• 401(k)
• 401(k) matching
• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Vision insurance

Join the Winning Team at the Wolfe 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 with our growing organization!

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. Heres why athletes thrive with us:

1. 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.
2. 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.
3. 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.
4. 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.
5. 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, who have a passion for athletics:
Mike Waxberg, Private Wealth Advisor:

• How long with NM? Over 27 years.
• Previous experience? Founder of Fortify Capital, specializing in working with AM Law 100 attorneys and corporate executives.
• Passionate about: Enjoys traveling, golfing, rooting for the Los Angeles Dodgers, and spending time with his family at the beach.

Jaqilyn Wolfe, Managing Director/Financial Advisor:

• How long with NM? 7+ years.
• Previous experience? Specializes in working with women in tech, medical professionals, and business owners, holding certifications such as CFP and ChFC.
• Passionate about? Loves weekends at the beach, traveling with her husband, and exploring new cultures and food.

Jason Melvin, Financial Advisor:

• How long with NM? Over a decade.
• Previous experience? Founder of Jason Melvin Financial, specializing in holistic financial planning for clients in advertising, marketing, medical, and tech industries.
• Passionate about? Enjoys outdoor activities with family, traveling, mountain biking, surfing, and relaxing at the beach.

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 require candidates to hold a bachelor's degree. While prior experience in insurance, financial services, or business development is an advantage, it is not mandatory. Successful candidates will have strong interpersonal and communication skills, excellent analytical abilities, and a proven ability to build long-lasting client relationships. We are open to individuals from business development-oriented industries with uncapped earnings potential, including Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental, and others. Candidates will be required to obtain state insurance licenses, with training and sponsorship provided if necessary.

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 up to a $75K first year stipend based on controllable factors, ensuring a starting income, if you put in the work and meet the positions requirements.


Our office is located: 23975 Park Sorrento, Ste 410, Calabasas, CA 91302.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jaqilyn Wolfe 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.