Client Advisor, Seeking Athletes

Frugé Financial Group

Client Advisor, Seeking Athletes

Cypress, TX +2 locations
Full Time
Paid
  • Responsibilities

    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 Frugé Financial Group!

    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 Frugé Financial Group!

    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 could 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:

    Stewart Keltner – Wealth Management Advisor:

    How long with NM? 13 years

    Prior Experience? Stewart began his entrepreneurial journey early, starting and running a lawn service in 7th and 8th grade. He gave tennis lessons at a country club throughout high school, then held several roles during college—including working as a practice dummy for the Texas Football program for three years, retailing at Banana Republic, and co-leading the Texas 4000 for Cancer charity bike ride from Austin, TX to Anchorage, AK.

    Passionate About? Stewart is passionate about helping clients navigate life with strong financial strategies. His adventurous spirit and early leadership experiences continue to fuel his commitment to service, growth, and lasting impact.

    Andrew Thibodeaux – Financial Representative:

    How long with NM? 4 years

    Prior Experience? Before joining Northwestern Mutual, Andrew worked as a Nursing Home Administrator and held a Regional Business Development role for a therapy company. He brings extensive experience from the medical field, including long-term care operations, hospital management, patient care coordination, and staff development across healthcare settings.

    Passionate About? A former college baseball player, Andrew is passionate about staying active and following sports across all major leagues—MLB, NFL, hockey, and tennis. Outside of work, he enjoys working out and staying grounded through his involvement with his church.

    Seth Russell – Financial Advisor:

    How long with NM? 5 years

    Prior Experience? Prior to joining Northwestern Mutual, Seth worked in administrative healthcare at Texas Children’s Hospital. He focused on project management and the development of internal programs designed to improve efficiency and effectiveness across various departments.

    Passionate About? Seth is a dedicated family man with two kids and a strong love for sports—especially golf and Baylor Football. Outside of his advisory role, he is passionate about entrepreneurship and enjoys exploring additional investment opportunities beyond Northwestern Mutual.

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

    Flexible work from home options available.

  • Locations
    Cypress, TX • The Woodlands, TX • Kingwood, TX