Job Description
Job Description
Benefits :Are you an individual with a passion for community and impact? Add your ambition to a goal-oriented career as a Client Specialist with the Schnabel District of Northwestern Mutual!
Our team thrives on a shared commitment to growthboth personally and professionally. We believe that success comes not from chasing accolades, but from focusing on helping others through a consistent, values-based process. Awards follow when the mission is genuine.
Our culture is built on the foundation of five core values : Continual Improvement. Commitment. Abundance. Kindness. Integrity. These principles shape how we show up every dayfor our clients and for each other. We maintain a close-knit, collaborative office environment where everyone is supported, encouraged, and valued like family.
Were also proud to give back to the community we serve, supporting local organizations including the Lexington Humane Society, Hope Center, Operation Secret Santa, The Hearing & Speech Center, and Growing Together Preschool.
Follow this link to hear why Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual : https : / / youtu.be / 7SlQuS7AOgQ
Meet Some of Our Local Team :
Christian Schnabel Managing Director
Randy Collins Wealth Management Advisor
Travis Powers Financial Advisor
Key Responsibilities : As a Client Specialist, 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 : 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, Retail, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental, Nonprofit, Fitness 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. We offer a first year stipend based on controllable factors, ensuring a starting income, if you put in the work and meet the positions requirements.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Christian Schnabel is a District Agent of NM.
Flexible work from home options available.
Client Specialist • Lexington, KY, US