Client Specialist - Seeking Athletes

Benefits:

• Stipend
• 401(k)
• 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! As one of the fastest-growing firms in the country, we excel in every measurable category within the Northwestern Mutual system, from investment management and insurance planning to new advisor productivity and college marketing. Managing approximately $5 billion in assets and generating an average of $20 million in insurance production annually, The Fadil Group proudly supports impactful causes like Alex’s Lemonade Stand and Team NEGU, which fund pediatric cancer research and provide family support.

With a new scratch office opening in Seal Beach, you’ll have a unique opportunity to be part of our exciting expansion, helping establish a foundational, inclusive success culture in a brand-new location. Alternatively, you could join our dynamic and welcoming district office in Irvine, where we support each team member’s growth and leadership development. The Irvine District Office is located at 18575 Jamboree Road, Suite 200, Irvine, CA 92612.

Why Current and Former Athletes Thrive at The Fadil Group:
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:

By leveraging these qualities, former and current athletes find a fulfilling and prosperous career at The Fadil Group, where their sports background becomes a cornerstone of their professional success.

Meet Some of Our Local Leaders Who Have Achieved Great Success in Athletics:

Steven Anderson, Financial Advisor:

• How long with NM? 3 years.
• Previous job/career/business experience? Former UCLA football player, prio work in the transportation industry. Transitioned to NM, built a significant client following in his first year, and is now on the path to becoming a GDD (Growth and Development Director).
• Passionate about outside of business? Punk Rock and EDM music enthusiast, enjoys visiting music festivals, hiking, and exploring national parks.

Chloe Wight, Director of Training and Development:

• How long with NM? 2.5 years in total.
• Previous job/career/business experience? Started in an elite advisor position focusing on production and team development. Formerly worked for the Long Beach office, helping build infrastructure. Committed to obtaining CFP, fully securities licensed within 45 days of starting.
• Passionate about outside of business? Passionate about mentoring and training, staying healthy, tennis, baseball, travel, and her two labradoodles. Enjoys yoga, pickleball, and has a background in Med-Device sales. Originally from Santa Monica, CA.

Meet Alex Fadil, Managing Director: Alex has been with Northwestern Mutual for 13 years, starting as a college intern. Known for his collaborative and inclusive leadership style, Alex is committed to fostering a supportive and growth-oriented environment for his team. He has served on numerous boards through his alma mater, USC, including the LA regional board, Board of Governors, and Young Alumni Council. Outside of work, Alex is passionate about spending time with his wife and daughter, enjoying beach outings, and dining at local restaurants. He is also involved with UNICEF NextGen and has served on their LA Advisory Board for two years. Under Alex’s leadership, the office has seen significant financial growth and success, managing over $5 billion in assets and driving approximately $20 million in insurance production annually.

1st Year Potential with The Fadil Group:

• Top Quartile: Over $200K in the first year.
• Top Decile: Over $300K in the first year.
• Best Performance: $362K last year.

Long-Term Earnings Potential:

• 5+ Years with Firm: Average advisor earns $600K annually.
• Top Quartile: $1.2M annually.
• Top Decile: Over $3M annually.

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: 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: At The Fadil Group, you will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We Our lucrative compensation structure includes 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. Additionally, we offer a first year stipend, ensuring new advisor an income for putting in the work and meeting the position’s requirements.

This is a Hybrid position.



Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Alex Fadil is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries.

Flexible work from home options available.