Remote Financial Representative — Plan, Protect & Grow

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

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.