Babitz District - Northwestern Mutual
Client Advisor, Seeking Athletes
Full Time • Hybrid - US
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 the Babitz District of Northwestern Mutual (NM)!
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 Babitz District - Northwestern Mutual!
Why Current and Former Athletes Could 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 could 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 whom have excelled in athletics:
Danny Babitz – Managing Director:
- How long with NM: Joined Northwestern Mutual in June 2008 and has been with the firm for 17 years.
- Prior Experience: Danny began his career with Northwestern Mutual as a college intern and transitioned to a full-time Financial Representative immediately after graduation.
- Passionate About: Danny is passionate about helping people tap into their untapped potential and live more fulfilling lives. Outside of work, he enjoys spending time with his wife, Katelyn, and their two sons. He also loves golfing, traveling, giving back through time and donations, and engaging in personal development.
Andrew F. Babitz, JD, CFP® – Wealth Management Advisor:
- How long with NM: With Northwestern Mutual for 6.5 years.
- Prior Experience: Before joining NM, Andrew spent nine years practicing law as an attorney.
- Passionate About: Andrew values time freedom and is deeply committed to his family—his wife, Diana, and their three children. He enjoys coaching his kids’ sports teams, golfing, traveling, and being involved in the community. His ability to prioritize family while having autonomy in his schedule is what fuels his passion for this career.
Tyler West, CFP®, ChFC®, RICP® – Financial Advisor:
- How long with NM: With Northwestern Mutual for 5 years.
- Prior Experience: Began his career directly off-campus following college graduation.
- Passionate About: Tyler enjoys golfing, traveling, working out, and spending quality time with family. His top motivator is achieving freedom of time and using that freedom to pursue what matters most in life.
Tim O’Toole, CFP® – Financial Advisor:
- How long with NM: With Northwestern Mutual for 5.5 years.
- Prior Experience: Worked in property management for a large company for 13 years before transitioning to NM.
- Passionate About: Tim is married to Ashton and is an avid dog lover. He’s passionate about sports, traveling, and golfing with his wife. He also cherishes spending time with his extended family, who are spread across the country.
Key Responsibilities: As a Financial 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 devices, 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. Danny Babitz is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Compensation: $68,000.00 - $127,000.00 per year
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Industry Leading Compensation
Mentorship Program offering new agents the necessary fundamentals
Ongoing Specialized Training
Dedicated In-House Administrative Support
Career Advancement Opportunities
Company Full of Successful Leaders
Collaboration with highly productive peers