Job Description
**Job Title: Client Advisor**
**Benefits:**
- Stipend
- Competitive environment
- Retirement plans
- Performance-based bonuses
- Company social events
- Dental insurance
- Flexible work schedule
- Health insurance
- Opportunities for career advancement
- Training and development programs
- Vision insurance
**Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Client Advisor!**
**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 members, many of whom are passionate about athletics & fitness:**
- **Sarah Walter:** Managing Director
- How long with the company? 21 years
- Previous experience? Straight out of college with a Finance degree, she held roles including Financial Representative, Director of Training, Development Officer, Chief Growth Officer, Associate Managing Partner, and now Managing Director.
- Passionate about? Spending time with her family at their lake place, fitness, traveling, great restaurants, and capturing memories through scrapbooking.
- **Debbie Blattner:** Director of Operations
- How long with the company? 20 years
- Previous experience? Worked at Cargill in IT Help Desk and as a Procurement Coordinator.
- Passionate about? Enjoys biking, reading, live music, and spending time with her husband and their adult children.
- **Joel Seleskie:** Wealth Management Advisor
- How long with the company? 24 years
- Previous experience? Began career with the company straight out of college.
- Passionate about? Loves boating, wakeboarding, and cheering on his kids in their sports activities like hockey, baseball, and football.
- **Emma Traun:** Financial Representative
- How long with the company? Started in '24.
- Previous experience? Former Staffing Consultant.
- Passionate about? Spin, weightlifting, traveling, sunbathing, and trying new foods.
- **Kevin Snelling:** Financial Advisor
- How long with the company? Started in '24.
- Previous experience? Former Chief Operating Officer at a business consulting firm.
- Passionate about? Golfing, working out, reading, traveling, and spending time with his wife and two young boys.
**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, former Franchise Owners, 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.
**Flexible work-from-home options available.**
Employment Type: Full-Time
Salary: $ 89,000.00 145,000.00 Per Year
Job Tags
Full time, Local area, Remote job, Work from home, Flexible hours,