Financial Representative

1 week ago


Camarillo, California, United States Northwestern Mutual - Calabasas Full time
{"title": "Financial Representative Role", "description": "Join Our Team as a Financial Representative

We are seeking a highly motivated and results-driven Financial Representative to join our team at Northwestern Mutual - Calabasas. As a Financial Representative, you will play a critical role in helping individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning.

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 (helps if a business, finance, or related field but not required).
  • 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 and the opportunity to earn a significant stipend in year 1, with unlimited upside potential beyond the stipend.
  • 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.

Flexible work from home options available.

", "lang_code": "en"}

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