Client Support Rep
Brase Network - Northwestern Mutual
Benefits
Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Continuous access to training and development programs
Sponsorship for advanced certifications
Lucrative compensation structure with performance-based incentives and unlimited earning potential
Extensive support from a dedicated planning team, marketing resources, and experienced mentors
Flexibility to design a work schedule that aligns with personal and professional goals
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. Candidates will be required to obtain state insurance licenses, with training provided and sponsorship considered.
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