WestPoint Financial Group is assisting with the sourcing of this role. The successful applicant will be the direct employee of NLF Partners.
About NLF:
We are a fast-growing, client-focused financial planning and insurance practice committed to helping individuals and families achieve financial clarity and long-term security. Our approach is personalized, values-driven, and relationship-based.
Position Overview:
As we continue to grow, we’re seeking an Administrative Assistant to join our team and help deepen client relationships, uncover new opportunities, and expand our reach.
This role is ideal for someone who thrives in a collaborative setting, enjoys connecting with people, and brings energy to every interaction. You won’t just be behind a desk—you’ll be actively engaging with clients, contributing to business development, and helping shape a positive, people-first experience. If you're proactive, confident, and passionate about helping others, we’d love to meet you and welcome you into our dynamic, mission-driven team.
Key Responsibilities:
Client Relationship & Business Development
Proactively reach out to existing clients to generate referrals and uncover new opportunities Engage clients about additional planning opportunities, including asset gathering and our Platinum Pass offerings Build rapport and trust with clients, maintaining consistent, value-driven communication Manage marketing opportunities for existing clients (birthdays, policy anniversaries, etc.)Lead Generation & Outreach
Utilize LinkedIn and industry-specific lead generation tools to identify and reach out to prospective clients Manage and execute a strategic outreach campaign via the advisor’s LinkedIn profile Follow up on leads, schedule appointments, and maintain tracking systems for outreach successClient Services & Support
Contact existing clients to ensure insurance policy payments are current Schedule annual reviews and maintain recurring client meetings Work closely with the advisor to identify client needs and help facilitate service deliveryAdministrative & Operational Support
Keep CRM systems up to date with contact notes and lead status Assist with preparation for client meetings, follow-ups, and communications as needed Collaborate with the advisor to improve and refine client engagement strategies Manage weekly team meetings and team calendarsQualifications:
2+ years administrative experience in a professional setting, required2+ years of experience in a sales, client service, or financial services support role, preferred Strong interpersonal and communication skills—both verbal and written Comfort using CRM systems, LinkedIn, and digital communication tools Highly organized and able to manage multiple tasks independently Goal-oriented mindset with a passion for helping people Familiarity with financial planning, insurance, or investment services is a plusWhat We Offer:
Opportunity to grow with a respected and expanding financial practiceCompetitive compensation and performance-based bonuses Employment advancement opportunitiesBenefits:
Paid Time OffTeam-building events in and out of officeProfessional development and industry trainingSalary Range: $47,000 - $57,000 annually
NLF Partners is an equal opportunity employer, and all qualifiedapplicants will receive consideration for employment without regard to race,color, religion, age, sex, national origin, disability status, genetics,protected veteran status, sexual orientation, gender identity or expression, orany other characteristic protected by federal, state or local laws.
Read LessWestPoint Financial Group is assisting with the sourcing of this role. The successful applicant will be the direct employee of NLF Partners.
About NLF:
We are a fast-growing, client-focused financial planning and insurance practice committed to helping individuals and families achieve financial clarity and long-term security. Our approach is personalized, values-driven, and relationship-based.
Position Overview:
As we continue to grow, we’re seeking a Sales & Client Engagement Assistant to join our team and help deepen client relationships, uncover new opportunities, and expand our reach.
This role is ideal for someone who thrives in a collaborative setting, enjoys connecting with people, and brings energy to every interaction. You won’t just be behind a desk—you’ll be actively engaging with clients, contributing to business development, and helping shape a positive, people-first experience. If you're proactive, confident, and passionate about helping others, we’d love to meet you and welcome you into our dynamic, mission-driven team.
Key Responsibilities:
Client Relationship & Business Development
Proactively reach out to existing clients to generate referrals and uncover new opportunities Engage clients about additional planning opportunities, including asset gathering and our Platinum Pass offerings Build rapport and trust with clients, maintaining consistent, value-driven communication Manage marketing opportunities for existing clients (birthdays, policy anniversaries, etc.)Lead Generation & Outreach
Utilize LinkedIn and industry-specific lead generation tools to identify and reach out to prospective clients Manage and execute a strategic outreach campaign via the advisor’s LinkedIn profile Follow up on leads, schedule appointments, and maintain tracking systems for outreach successClient Services & Support
Contact existing clients to ensure insurance policy payments are current Schedule annual reviews and maintain recurring client meetings Work closely with the advisor to identify client needs and help facilitate service deliveryAdministrative & Operational Support
Keep CRM systems up to date with contact notes and lead status Assist with preparation for client meetings, follow-ups, and communications as needed Collaborate with the advisor to improve and refine client engagement strategies Manage weekly team meetings and team calendarsQualifications:
2+ years administrative experience in a professional setting, required2+ years of experience in a sales, client service, or financial services support role, preferred Strong interpersonal and communication skills—both verbal and written Comfort using CRM systems, LinkedIn, and digital communication tools Highly organized and able to manage multiple tasks independently Goal-oriented mindset with a passion for helping people Familiarity with financial planning, insurance, or investment services is a plusWhat We Offer:
Opportunity to grow with a respected and expanding financial practiceCompetitive compensation and performance-based bonuses Employment advancement opportunitiesBenefits:
Paid Time OffTeam-building events in and out of officeProfessional development and industry trainingSalary Range: $47,000 - $57,000 annually
NLF Partners is an equal opportunity employer, and all qualifiedapplicants will receive consideration for employment without regard to race,color, religion, age, sex, national origin, disability status, genetics,protected veteran status, sexual orientation, gender identity or expression, orany other characteristic protected by federal, state or local laws.
Read LessAre you looking for a career that will leverage your years of work experience,
provide an opportunity for you to build a business you can call your own, and
deepen your connection with the community? As a Financial Advisor, you will work
directly with individuals, business people, and families to help them navigate
through and secure their financial future.
At WestPoint Financial Group, you will be part of an entrepreneurial system with the
freedom to provide solutions for your clients from a broad portfolio of innovative
products, access to powerful sales tools, and a large resource network so you can
focus on activities that get results.
Responsibilities
• Prospecting for clients through networking and referrals
• Developing and maintaining long-term relationships with clients
• Providing financial solutions for clients through fact gathering and needs analysis
• Expanding personal knowledge and skills through ongoing professional
development and joint work with associates
Qualifications
• Strong interpersonal skills
• Market development and networking abilities
• Presentation and organization skills
• Strong work ethic, self-motivated and goal-oriented
• College degree or equivalent work experience required
Read LessCareer Changers Wanted | Build Your Own Financial Advisory Practice
Indianapolis, IN
Commission-Based | $80,000–$110,000 at plan yearly
You’ve built credibility. You’re trusted in your community. You’re driven, sharp, and ready for a career where you call the shots.
At WestPoint Financial Group, we help professionals like you make the leap into financial advising—with autonomy, support, and a community that’s got your back.
Why Join WPFG?
✅ Non-captive model = freedom + flexibility
✅ 100+ advisors who made the switch (many mid-career)
✅ Real mentorship. Real growth. Real ownership.
What You’ll Do:
Help people protect what matters and build long-term wealthLeverage your community relationships to grow your client baseBuild your business with the support of a proven team and infrastructureStay at the forefront of financial planning and risk strategiesWhat You Bring:
A strong network and a reputation for being dependableHigh sense of urgency + drive for autonomyWillingness to obtain Life & Health License, SIE, and Series 7 (if not already licensed)Four year degree preferredA desire to build something bigger—for your clients and yourselfIf you’re looking for more freedom, more impact, and more growth—this could be your next move. Apply today or connect to learn more!
#LI-WFG1
Return to WestPoint Financial Group
Career Changers Wanted | Build Your Own Financial Advisory Practice
Indianapolis, IN
Commission-Based | $80,000–$110,000 at plan yearly
You’ve built credibility. You’re trusted in your community. You’re driven, sharp, and ready for a career where you call the shots.
At WestPoint Financial Group, we help professionals like you make the leap into financial advising—with autonomy, support, and a community that’s got your back.
Why Join WPFG?
✅ Non-captive model = freedom + flexibility
✅ 100+ advisors who made the switch (many mid-career)
✅ Real mentorship. Real growth. Real ownership.
What You’ll Do:
Help people protect what matters and build long-term wealthLeverage your community relationships to grow your client baseBuild your business with the support of a proven team and infrastructureStay at the forefront of financial planning and risk strategiesWhat You Bring:
A strong network and a reputation for being dependableHigh sense of urgency + drive for autonomyWillingness to obtain Life & Health License, SIE, and Series 7 (if not already licensed)Four year degree preferredA desire to build something bigger—for your clients and yourselfIf you’re looking for more freedom, more impact, and more growth—this could be your next move. Apply today or connect to learn more!
#LI-WFG1
Return to WestPoint Financial Group
Read LessAre you looking for a career that will leverage your years of work experience,
provide an opportunity for you to build a business you can call your own, and
deepen your connection with the community? As a Financial Advisor, you will work
directly with individuals, business people, and families to help them navigate
through and secure their financial future.
At WestPoint Financial Group, you will be part of an entrepreneurial system with the
freedom to provide solutions for your clients from a broad portfolio of innovative
products, access to powerful sales tools, and a large resource network so you can
focus on activities that get results.
Responsibilities
• Prospecting for clients through networking and referrals
• Developing and maintaining long-term relationships with clients
• Providing financial solutions for clients through fact gathering and needs analysis
• Expanding personal knowledge and skills through ongoing professional
development and joint work with associates
Qualifications
• Strong interpersonal skills
• Market development and networking abilities
• Presentation and organization skills
• Strong work ethic, self-motivated and goal-oriented
• College degree or equivalent work experience required
Read Less