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 Lake Norman District - Northwestern Mutual

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 with Lake Norman District - Northwestern Mutual!

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. Here’s why athletes thrive with us:

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, many who have excelled in athletics:

Carla Miller - Market Leader & Financial Advisor

How long with NM? Started in 2022
Prior Experience? Graduated from Colorado Christian University and interned with Northwestern Mutual. She then spent time in higher education and human resources before working for 8 years as an executive director of a crisis intervention nonprofit in New Mexico.
Passionate About? Carla enjoys spending time with her three kids, working out, and staying active. She was previously involved in CrossFit but now loves attending workout classes or using her home gym. Carla is very active in the Down syndrome community and serves as the Vice President of GiGi's Playhouse in Charlotte.

Stephen Machanic - Financial Advisor

How long with NM? Started in 2015.
Prior Experience? A graduate of Appalachian State University, Stephen played outside linebacker there before interning with Northwestern Mutual during his final semester. He started full-time after graduation.
Passionate About? Stephen lives in Charlotte with his wife, Alexis, and their golden retriever, Reagan. He enjoys golfing, shooting sporting clays, and staying active with the 6 a.m. crew at Ultimate Athlete in Lake Norman. An advocate for North Carolina's wildlife, he’s a Lifetime Member of the NC Wildlife Resources Commission. Stephen is also passionate about App State and the Carolina Panthers and has helped connect Appalachian State alumni in Charlotte.

Tyler Clary - Financial Advisor

How long with NM? Started in 2021
Prior Experience? Tyler was a professional swimmer who represented the United States at the highest levels, including the Olympics. He also has experience in business development before transitioning to financial advising.
Passionate About? Tyler brings a disciplined, strategic approach to wealth management, shaped by his background in elite sports. He’s passionate about helping clients build and achieve their financial goals. Outside of work, Tyler is dedicated to mentoring young athletes and giving back to the community through local philanthropic efforts.

Deidra Willis - Wealth Management Advisor

How long with NM? Started in 2012
Prior Experience? Deidra spent 8 years in business development before joining Northwestern Mutual. She is a graduate of Mississippi State University with a degree in Banking and Finance.
Passionate About? Deidra is known for her ability to connect with people and bring them together. She is involved in the community through various service organizations, including her church and Delta Sigma Theta Sorority Inc. Deidra is on the board of WEE (Women Embracing Excellence) and the Career Mastered Magazine Executive Advisory Board. She enjoys working out, traveling, and spending quality time with her family and friends.

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. Stephen Mechanic is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.

Compensation: $78,000.00 - $115,000.00 per year

(if you already have a resume on Indeed)