Client Advisor with Athletic Background

The Fadil Group

Client Advisor with Athletic Background

Temecula, CA
Full Time
Paid
  • Responsibilities

    Benefits:

    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 Fadil Group 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 The Fadil Group of Northwestern Mutual!

    Why Current and Former Athletes Could Thrive Here: We appreciate the strengths and mindset athletes often bring to a professional environment, habits like discipline, a competitive spirit, and a drive to grow. The career path we offer provides structure, coaching, and support while allowing for personal ownership and independence. Here’s why this environment could feel like a strong fit for those with an athletic background:

    Coaching-Focused Support System: Many who join our firm value being surrounded by people invested in their development. Our approach includes access to an Activity Coach, Client Building Coach, Performance & Mindset Coach, and Technology Coach, along with weekly opportunities for mentorship, skill-building, and accountability. While we don’t manage people, we do offer guidance and leadership for those who are coachable and motivated to improve.

    Resilience and Focus: Athletes are familiar with pushing through challenges, staying committed, and maintaining long-term focus, qualities that can be helpful when navigating new opportunities or building something of your own.

    Goal-Oriented Approach: Setting and working toward goals is second nature to most athletes. That mindset often translates well in a career where goal-setting and progress tracking are part of the day-to-day rhythm.

    Discipline and Priority Management: Athletes learn to balance intense schedules early on. Rather than focusing on time management, we talk about priority management, because everyone gets the same 1,440 minutes in a day. How those minutes are invested can make a meaningful difference.

    A Balance of Support and Independence: This is a team-oriented culture in many ways, there’s shared learning, encouragement, and connection. At the same time, many people here value the independence the career offers. It’s a unique mix of collaborative energy and personal responsibility that can feel familiar to those coming from competitive sports.

    Watch this video to hear about a day in the life as an Orange County Northwestern Mutual Advisor: https://www.youtube.com/watch?v=tar1BSa7Gaw

    Our growing district office is located at: 18575 Jamboree Rd Irvine CA 92612

    Meet some of our team:

    Alex Fadil, Chief Development Officer & Managing Director:

    Time with NM: Since 2009

    Previous experience: Began his Northwestern Mutual career as an intern and has grown within the organization for 16 years, advancing into leadership through hands-on development, mentorship, and a deep understanding of the firm’s culture and growth model.

    Passionate about: Spending time with his family, including his wife and two children, traveling, exploring fine dining, skiing, and creating meaningful experiences with those closest to him.

    Samantha Mayer, Director of Career Development:

    Time with NM: Since 2023

    Previous experience: Built her professional foundation in the apparel licensing industry before transitioning to Northwestern Mutual, bringing strong relationship-building skills and a creative, people-focused approach to career development.

    Passionate about: Working out, traveling, discovering new coffee shops, spending time at the beach, snowboarding, and attending country concerts.

    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 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. Alex Fadil is a Managing Director for NM and is not in legal partnership with NM, or its subsidiaries.

    Flexible work from home options available.