Client Advisor – Athletic Background

Job overview

The Client Advisor – Athletic Background role is listed in Waterloo, IA, with flexible work-from-home options available; compensation is stated as $68,000–$112,000 per year. The Funk Group of Northwestern Mutual describes the work as helping individuals and families secure their financial future. The role exists to understand clients’ financial needs and provide personalized guidance toward financial protection and planning goals. The advisor develops tailored strategies, reviews plans and insurance policies as circumstances change, and builds a client network through referrals and community involvement.

What you'll do

• Engage clients to understand comprehensive financial needs
• provide personalized guidance for financial protection and planning goals
• design and implement strategies to safeguard assets, income, and financial well-being
• review and update financial plans and insurance policies as client circumstances or goals change
• cultivate a client network through referrals, community involvement, and professional associations.

What we're looking for

Skills & competencies

client advisor

athletic background

waterloo ia

funk group of northwestern mutual

financial planning

insurance

client relationships

financial protection

referrals

flexible work from home

$68k–$112k/year

training and development

Work arrangement

• Weekend coverage required

Benefits & perks

• Retirement, dental insurance, health insurance, vision insurance, flexible schedule, company parties, advancement opportunities, and training and development.

Why this role

Prior insurance, financial services, or business development experience is beneficial but not mandatory. The posting describes performance-based incentives and uncapped earning potential, along with training, development, certification sponsorship, planning-team support, marketing resources, and mentors.

About the employer

Funk Group of Northwestern Mutual is hiring for this role. Industry: Direct Health and Medical Insurance Carriers. Sector: 52.