Financial Representative Entry Level

4 days ago

Dana Point, United States The Fadil Group Full time

**Benefits**:

- $50K Annual Base 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 We are a perennial leader within the Northwestern Mutual system, excelling in every measurable category: investment management, insurance planning, new advisor productivity, and college marketing. As the fastest growing firm in the country for new talent attraction and retention, we manage approximately $5 billion in assets and generate an average of $20 million in insurance production annually. We proudly support Alex’s Lemonade Stand and Team NEGU, both dedicated to funding pediatric cancer research and providing support for affected families. **Our thriving office is located: 18575 Jamboree Road, Suite 200, Irvine CA 92612.**

**A Glance at Northwestern Mutual (NM)**:
Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies, with a unique culture deeply dedicated to helping people achieve financial security.

**Meet some of our local leaders, the heartbeat of our business**:
**Alex Fadil, Managing Director**:

- **How long with NM?** 13 years. Started as a college intern and never left.
- **Previous job/career/business experience?** Served on numerous boards through USC, including the LA regional board, Board of Governors, Young Alumni Council, and Marshall Alumni Association.
- **Passionate about outside of business?** Loves spending time with his wife and daughter, going to the beach, and dining at local restaurants. Also involved with UNICEF NextGen and enjoys community involvement.

**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.

**Steven Anderson, Financial Advisor**:

- **How long with NM?** 3 years.
- **Previous job/career/business experience?** Former UCLA football player, worked in a transportation company and vested in the business. 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.

**Jordan Kirby, Financial Representative**:

- **How long with NM?** Recently joined NM, quickly broke firm records focusing on service and education.
- **Previous job/career/business experience?** Former vocal performance and choral instructor at a Christian school, middle and high school levels.
- **Passionate about outside of business?** Very involved in church and educational outreach, loves spending time with his wife, attending classical concerts, fine dining, and making craft cocktails.

**Sarah Downing, Wealth Management Advisor**:

- **How long with NM?** 4 years.
- **Previous job/career/business experience?** Came from a retail management background, working at Nordstrom.
- **Passionate about outside of business?** Married, loves dogs, home renovation, and design. Known for her tagline “finance done fashionably.”

**About the Financial Representative Role**:
As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.

**Key Responsibilities**:

- Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
- Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
- Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
- Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
- Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.

**Qualifications**:

- Education: A bach

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