Insurance Professional with Client Success

1 week ago


Bakersfield, California, United States Northwestern Mutual - Greater Bakersfield Full time

Are you passionate about empowering individuals and families to achieve financial security? Do you have a strong desire to make a meaningful impact in your community?

About the Opportunity

Northwestern Mutual – Greater Bakersfield offers a unique opportunity to join a dynamic team of professionals who share your passion for delivering exceptional client experiences. As a Financial Representative, you will have the chance to build long-term relationships with clients, develop comprehensive financial plans, and provide tailored insurance solutions.

This role involves:

  • Client Engagement: Engage with clients to understand their financial objectives, aspirations, and concerns.
  • Financial Analysis: Analyze clients' financial situations and develop personalized recommendations for insurance and investment strategies.
  • Relationship Building: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Requirements

To succeed in this role, you will need:

  • Bachelor's Degree: A bachelor's degree is preferred.
  • Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
  • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
  • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits

As a Financial Representative at Northwestern Mutual – Greater Bakersfield, you can expect a range of benefits, including:

  • Competitive Compensation: A competitive compensation structure including performance incentives, with no ceiling.
  • Professional Growth: Access to ongoing training and development programs, including sponsorship for advanced certifications.
  • Flexible Work Arrangements: Opportunities for flexible work arrangements to balance your personal and professional life.

The estimated annual salary for this role is $80,000 - $120,000, depending on experience and qualifications.



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