Financial Advisor & Planning Specialist

Northwestern Mutual - Monterey District; Monterey (CA); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Bonus based on performance

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Company parties

Job summary

Northwestern Mutual – Monterey District seeks a Financial Representative to help individuals and businesses achieve their financial goals through personalized insurance solutions and comprehensive financial planning. You will build long-term relationships with clients and provide tailored financial strategies.

In this role, you will engage in ongoing planning, maintain client satisfaction through regular updates, and collaborate with a dedicated team that values mentorship, professional

Qualifications

• Education: A bachelor's degree is preferred.
• Experience in financial services, insurance, or business development is beneficial but not required.
• Strong communication and interpersonal abilities are essential to build trust with clients.

Responsibilities

• Client Consultation: Engage with clients to understand financial goals and needs.
• Financial Planning: Develop plans including investments, insurance, and retirement.
• Insurance Solutions: Recommend and implement insurance strategies.
• Ongoing Support: Monitor plans and adjust strategies as circumstances change.
• Networking: Build and maintain a client network through referrals and community involvement.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Relationship building

Education

Bachelor's degree

Job description

Northwestern Mutual – Monterey District seeks a Financial Representative to help individuals and businesses achieve their financial goals through personalized insurance solutions and comprehensive financial planning. You will build long-term relationships with clients and provide tailored financial strategies.

In this role, you will engage in ongoing planning, maintain client satisfaction through regular updates, and collaborate with a dedicated team that values mentorship, professional