Financial Representative Entry Level

Salinas Financial Group; Manhattan Beach (CA); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Professional development

Performance incentives

Mentorship

Flexible schedule

Work from home options

Job summary

Northwestern Mutual is seeking a Financial Representative in Manhattan Beach, CA to help individuals and businesses reach their financial goals through personalized insurance solutions and comprehensive financial planning. You will build long-term client relationships, tailor strategies, and collaborate with a planning team to deliver ongoing support and guidance.

The role offers sponsorship for licenses, a flexible schedule, with training and advancement opportunities.

Qualifications

• Bachelor's degree preferred.
• Experience in financial services or insurance beneficial but not required.
• Strong interpersonal and communication skills.
• Licenses such as Series 6, 63, and state insurance licenses with training and sponsorship available.

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.

Skills

Interpersonal skills

Communication

Analytical thinking

Relationship building

Education

Bachelor's degree preferred

Job description

Benefits

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

Our office is located at: 1230 Rosecrans Ave, Suite 100 Manhattan Beach, CA 90266

Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: https://youtu.be/tar1BSa7Gaw

About the Financial Representative Role

As a Financial Representative 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.
• Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.

Flexible work from home options available.