Financial Representative with Expertise

7 days ago


San Diego, California, United States Northwestern Mutual - Downtown San Diego Full time
Unlock Your Financial Potential

At Northwestern Mutual - Downtown San Diego, we're proud to be a leader in the financial services industry, recognized for our commitment to diversity, equity, and inclusion. Our thriving network office is a hub for professionals who share our passion for helping individuals and businesses achieve financial security.

As a Financial Representative at Northwestern Mutual, you'll have the opportunity to build long-term relationships with clients, understand their unique needs, and provide tailored financial solutions. Our comprehensive support and mentorship program will help you develop the skills and expertise needed to succeed in this rewarding career.

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 bachelor's degree in finance, business, or a related field 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:

  • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
  • Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Additionally, we offer up to a $42,500K first year stipend based on controllable factors, ensuring an income if you put in the work and meet the position's requirements.
  • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
  • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
  • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.

At Northwestern Mutual, we're committed to helping our clients achieve their financial goals. If you're passionate about delivering exceptional service and building long-term relationships, we encourage you to explore this opportunity further.



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