Client Advisor, Seeking Athletes

Job Description

Job Description

Benefits:

• Retirement
• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

Join the Winning Team at Diverse Wealth!

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 with Diverse Wealth!

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, many who have excelled in athletics:

Sindy Walters - Managing Director:

• How long with NM? Been with NM for 18 years.
• Background? Born in Venezuela and grew up in Colombia. Moved to Orlando at 17 years old.
• Prior Experience? She started her career in the financial services industry with Northwestern Mutual in 2007, shortly after graduating from UCF with a degree in Business.
• Mission? Impacting the Hispanic and minority market in Central Florida, and bringing financial literacy and a call to action to each household while making it an enjoyable experience.
• Passionate About? Finds joy in traveling the world, giving back to the community, and spending time with her loving family.

Drew Walters - Lead Advisor:

• How long with NM? Been with NM for 20 years.
• Prior Experience? Received a degree in Finance from UCF. Started his career in the financial services industry through an Internship with Northwestern Mutual in 2003 and within a year had opened up a scratch financial planning office in Greater Orlando.
• Passionate About? Loves spending time with his wife and 2 children. Also enjoys spending time on the golf course and giving back to his community.

Edwin Wiley - Financial Representative:

• How long with NM? Joined Northwestern Mutual in June of 2024.
• Prior Experience? Former certified personal trainer and worked at UCF as the strength coach for their football team.
• Passionate About? Enjoys spending time weight lifting and training, his faith, and being with his loved ones.

Alysse Coe - Financial Representative:

• How long with NM? Joined Northwestern Mutual in January of 2025.
• Prior Experience? Was a corporate executive as well as an author prior to starting with NM.
• Passionate About? Loves spending time with her 2 children and husband, enjoys the beach, and watching documentaries.

Michael Alicea - Financial Representative:

• How long with NM? Joined Northwestern Mutual in October of 2023.
• Prior Experience? Started in the banking industry at the age of 15 doing an internship at Addition Financial. Also owns a gym called Greed Island Barbell.
• Passionate About? Loves spending time with his wife and 2 dogs. Is passionate about building an enduring financial planning practice where he helps business owners, families & government employees plan for the future.

Key Responsibilities: As a Client 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: 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 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. Sindy Walters is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.