Client Account Executive

Client Account Executive DescriptionNo financial experience needed.Here's a quick glimpse at the Day in the Life of an Advisor: About the Company:Northwestern Mutual is a 166-year-old, comprehensive, financial security firm. Today, we're focused on working with families, individuals, and small business owners on their long-term financial goals. On the insurance side we manufacture 4 products, and on the investment side of the business we are a top 5 brokerdealer and non-proprietary firm. This gives Northwestern Mutual open access and open architecture to all investment products in the industry, putting us on the side of the client. About the Role:You will build long-lasting relationships, offer guidance in the field of finance and provide solutions to help clients meet their financial goals and objectives. A career with Northwestern Mutual will afford you the unique opportunity to create your own financial practice and destiny, while receiving support from our firm's exceptional network of financial specialists, training and educational programs, and mentoring opportunities. Our award-winning, interactive training programs and development coaches allow our team to specialize in working with career changers that often times do not have previous financial experience or in-depth knowledge. Instead, our team prioritizes the uncoachable characteristics that we know make successful advisors. Our executives are sitting down with people, building long-lasting relationships - understanding what their current situation is and what their financial goals are short, mid, and long term. With that information, coming back to the team, putting together a personalized plan and list of recommendations that gets them on the right path. More importantly, they are continuing that relationship long-term, meeting with clients on a yearly basis, adjusting the plan as time goes on and life changes. Preferred Qualifications:Bachelor's degree four-year institution (required)Sales and business development experience2 - 5 years of business development or sales experienceCraving autonomy in their careerGoal-oriented, driven, self-motivated, financially motivatedStrong interpersonal skills

Created: 2025-02-21