Client Advisor with Athletic Experience

Job Description

Job Description

Benefits :

Retirement

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Join the Winning Team at the Funk Group of 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.

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 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 could 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.

Meet some of our local team, many who have excelled in athletics :

Mark Funk - Managing Director :

• How long with NM? 26 years
• Prior Experience? Started with Northwestern Mutual in college as an intern while pursuing his finance degree.
• Passionate About? He and his wife love to travel and spend time with their family at their properties in Montana and Florida. Mark also enjoys playing golf and hunting at his cabin in Northeast Iowa.

Nick Jans - Wealth Management Advisor :

• How long with NM? 2 years as an intern and 11.5 years full-time
• Prior Experience? Studied Business at UNI and worked at Scheels.
• Passionate About? Nicks central focus outside of work is his family life he and his wife Kelly have been married almost 10 years, and they have three kids : Talon (5), Brooks (3), and Navy (1). He is also very passionate about bow hunting, land management, and fly fishing. Nick enjoys anything outdoors.

Eric Sikkema - Wealth Management Advisor :

• How long with NM? 12.5 years with Northwestern Mutual
• Prior Experience? Worked for a golf course before joining Northwestern Mutual.
• Passionate About? Eric enjoys travel, spending quality family time, participating in sports, and golfing.

Owen Ward - Certified Financial Planner :

• How long with NM? 7 years
• Prior Experience? Started his career right out of college.
• Passionate About? Owen is passionate about spending time with his family, traveling, and cheering on the Hawkeyes.

Ally Dana - Development Director :

• How long with NM? Almost 10 years!
• Prior Experience? Ally graduated from UNI in Leisure Services and interviewed with NM my senior year, despite no prior financial services experience. After learning more about the company, She joined NM the Monday after graduation.
• Passionate About? Ally enjoys spending time with my husband, daughter, and dogs, practicing barre / pilates / yoga, being outdoors, and traveling.

Mark Hubbard - Wealth Management Advisor :

• How long with NM? Mark has worked with NM for 20 years.
• Prior Experience? Mark was a middle school teacher and football coach. He retired from coaching after 20 years, having spent 23 years in the education and coaching profession.
• Passionate About? Mark enjoys spending time with his wife, Angie, and their kids, following their childrens sports schedules. Hes also passionate about hunting, boating, working out, and reading.

Austin Maske - Financial Representative :

• How long with NM? Austin has been with Northwestern Mutual for 6 months.
• Prior Experience? Austin was a 5th grade social studies and writing teacher. He also coached football and track at the high school level.
• Passionate About? Outside of work, Austin continues to coach football. He spends the majority of his time with his family and enjoys working out.

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 : 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. Mark Funk is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.