Client Advisor with Athletic Background
Benefits:
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
- 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.
- Started at NM: Nearly 10 years ago.
- Prior to NM: Caleb spent 10 years in mortgage and commercial lending, working with two prominent local banks in Decatur. His lending background gave him a deep understanding of financial solutions and strong community relationships, which he now leverages to help clients and his team thrive.
- Passionate about: Caleb is a proud girl dad of four daughters and can often be found coaching or cheering them on in basketball, dance, show choir, and volleyball. When he gets a moment to himself, he enjoys collecting cigars and bourbon—reflecting his appreciation for quality and tradition.
- Started at NM: September 2024
- Prior to NM: Teacher for 15 years at Garfield Montessori School in Decatur before starting with NM. Came on for flexibility of schedule to spend time with her family.
- Passionate about: Family (4 kids), flexibility to live life, kids, loves track and coaching.
- Prior to NM: Graduate of University of IL, prior working at ADM and after a few years changed careers to join NM and opened offices in Decatur IL and Sarasota FL.
- Passionate about: Outside of work owns a restaurant, big family guy, dual-state lifestyle, living in FL and spending summers in Decatur on the lake.
Flexible work from home options available.
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