Insurance Solutions Specialist with Mentorship

1 week ago


Encinitas, California, United States Northwestern Mutual - Downtown San Diego Full time
About the Financial Representative Role

As a Financial Representative at Northwestern Mutual - Downtown San Diego, you will be part of a team that helps 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:
  • Work Experience: 2+ years of full-time work experience (either related to or not related to Financial Services) following the completion of your education.
  • 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 positions 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.
Earnings Potential with Our Network Office:
  • Low End: $70K in the first year.
  • High End: $250K+ in the first year.
Long-Term Earnings Potential:
  • Average of Career Advisors (5+ years): $500K annually.
  • Top 25%: $1M annually.
  • Top 10%: $2.2M annually.

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