Career Opportunity: Financial Professional with Community Focus
4 weeks ago
We are seeking a highly motivated and results-driven Financial Representative to join our team at Northwestern Mutual – Greater Bakersfield. As a key member of our community-focused organization, you will play a vital role in helping individuals and families achieve financial security while making a meaningful impact in the region.
About the RoleThe successful candidate will be responsible for building long-term relationships with clients, understanding their unique financial goals and aspirations, and providing personalized insurance solutions and financial planning expertise. This role requires strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Key Responsibilities:- Client Consultation: Engage with clients to understand their financial objectives, concerns, and values.
- Financial Planning: Develop comprehensive financial plans that address investments, insurance, and retirement needs.
- Insurance Solutions: Recommend and implement tailored 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.
At Northwestern Mutual – Greater Bakersfield, we offer a competitive compensation structure, including performance incentives with no ceiling. You will have access to ongoing training and development programs, including sponsorship for advanced certifications. Our comprehensive support includes a dedicated planning team, marketing resources, and experienced mentors. Enjoy a flexible schedule that fits your lifestyle and goals, and make a lasting impact by guiding individuals and families towards financial security and success.
Requirements:- A bachelor's degree is preferred.
- Previous experience in financial services, insurance, or business development is beneficial but not required.
- Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
- Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
$60,000 - $80,000 per year, depending on experience.
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