Financial Representative - Entry Level

Walnut Creek - Northwestern Mutual · United States

Benefits:

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

• Time with NM: 6 years.
• Prior Experience: Brings 15 years of experience in the hospitality industry, where he developed a strong client-first mindset.
• Passionate About: Committed to helping individuals and families achieve financial confidence by prioritizing their needs above all else. Originally from Massachusetts and now based in San Francisco with his wife, Cara, and their dog, Cali, he enjoys golfing, traveling, and spending quality time with family.

• Time with NM: 8 years.
• Prior Experience: Former professional basketball player who carried his discipline and competitive spirit into his career in financial planning.
• Passionate About: Austin values family above all and enjoys staying connected to sports, both as a participant, fan and coach.

• Time with NM: 2.5 years.
• Prior Experience: First starting as an intern at Northwestern Mutual, then after graduating went into elementary school teaching, then moved into corporate sales, where she developed strong client relationship and communication skills, and then ultimately moved back into the finance space where she is on an ensemble team with her father and brother.
• Passionate About: Michelle is active in her church community, loves spending time with her family, and enjoys playing golf in her free time.

• Time with NM: 3 years.
• Prior Experience: Started his career at Northwestern Mutual after graduating, however during college was president of nonprofit groups, thus instilling his desire to create impact through service.
• Passionate About: Alex is dedicated to financial advising and helping families plan for the future, while also supporting nonprofits and spending meaningful time with his family.

• Time with NM: 5 years.
• Prior Experience: Was a collegiate athlete at Cornell University where he played baseball. Then worked for the Athletic As in sales before transitioning to Northwestern Mutual.
• Passionate About: Matt is active in his church, values time with his wife, son, and new baby girl while making sure to hangout with friends on the golf course.

• 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.

• 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).

• 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.