Experienced Business Development Professional

The Fadil Group; Irvine (CA); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

Bonus based on performance

Health insurance

Flexible schedule

Professional Development

Pension contributions

Opportunity for advancement

Job summary

The Fadil Group is expanding and seeks licensed professionals for financial services in Irvine, CA. In this role, you will build long-term client relationships and offer tailored financial solutions including insurance and financial planning. Successful candidates should possess strong interpersonal skills and the ability to construct comprehensive financial strategies. This position provides mentorship, professional development, and flexible work-from-home options.

Qualifications

• Previous experience in financial services or business development is beneficial but not required.
• Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Responsibilities

• Engage with clients to understand their financial goals, aspirations, and concerns.
• Develop comprehensive financial plans that include investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect clients' assets and income.
• Monitor clients' financial plans and provide regular updates.
• Build and maintain a network of clients through referrals and community involvement.

Skills

Strong interpersonal and communication skills

Analytical thinking

Ability to build trust and rapport with clients

Education

Bachelor's degree

Job description

Benefits

• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

Transition Your Business Development Skills into a Career in Financial Services with The Fadil Group of Northwestern Mutual!

The Fadil Group of Northwestern Mutual is looking to expand our team with licensed and experienced professionals who are eager to take their careers to the next level. We are a cohesive group of determined, ambitious professionals dedicated to making a meaningful impact in our clients' lives as we continue to grow across our network of thriving offices. Your ability to build relationships, understand client needs, and deliver tailored solutions could make you an ideal fit for a rewarding career in financial services.

Watch this video to hear about a day in the life as an Orange County Northwestern Mutual Advisor: https://www.youtube.com/watch?v=tar1BSa7Gaw

Our growing district office is located at: 18575 Jamboree Rd Irvine CA 92612

Meet some of our team:

Alex Fadil, Chief Development Officer & Managing Director:

• Time with NM: Since 2009
• Previous experience: Began his Northwestern Mutual career as an intern and has grown within the organization for 16 years, advancing into leadership through hands‑on development, mentorship, and a deep understanding of the firm’s culture and growth model.
• Passionate about: Spending time with his family, including his wife and two children, traveling, exploring fine dining, skiing, and creating meaningful experiences with those closest to him.

Samantha Mayer, Director of Career Development:

• Time with NM: Since 2023
• Previous experience: Built her professional foundation in the apparel licensing industry before transitioning to Northwestern Mutual, bringing strong relationship‑building skills and a creative, people‑focused approach to career development.
• Passionate about: Working out, traveling, discovering new coffee shops, spending time at the beach, snowboarding, and attending country concerts.

About the Role:

At Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long‑term relationships with clients, understanding their unique needs, and providing tailored financial solutions.

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 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.
• 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.
• Retirement Benefits: Company‑funded pension and contributions to PFGF—our version of a profit‑sharing retirement plan designed to support your long‑term financial future.
• Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Alex Fadil is a Managing Director for NM and is not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.