Job Details

Job Summary:

As a Financial Sales Representative, you will play a vital role in guiding clients through their financial journeys by providing expert advice and tailored solutions. You will help individuals and families achieve their financial goals through comprehensive planning, investment management, and wealth-building strategies. This dynamic position offers the opportunity to develop strong client relationships while leveraging your expertise in financial concepts, securities law, estate planning, and tax strategies. Your proactive approach and dedication will empower clients to make informed decisions that secure their financial futures.

Duties:

• Develop personalized financial plans by assessing clients' current financial situations, goals, and risk tolerance
• Provide expert guidance on estate planning, wills, trusts, and estate law to ensure clients' assets are protected and transferred efficiently
• Promote and sell financial products and services including investment management, cash management solutions, and insurance policies
• Conduct thorough financial analysis using advanced financial software to identify opportunities for growth and risk mitigation
• Stay current on securities law, tax regulations, and industry best practices to ensure compliance and optimal advice
• Build strong customer relationships through regular communication, follow-ups, and tailored service offerings
• Assist clients with portfolio management strategies aligned with their long-term wealth management objectives

Additional Information:

• Competitive Compensation

  Advisors benefit from a compensation package that includes a generous commission structure, a stipend, and residual income.

  
  

• Comprehensive Benefits

  Employees have access to full health benefits and four retirement plans, including two fully funded pensions, providing financial security for the future.

  
  

• Supportive Work Environment

  Northwestern Mutual fosters a collaborative and supportive workplace culture, encouraging teamwork and professional growth.

  
  

• Reputation and Stability

  As a well-established company with a strong reputation in the financial services industry, Northwestern Mutual offers job stability and a respected brand to work for.

  
  

• Impactful Work

  Advisors have the opportunity to make a significant impact on clients' lives by helping them achieve their financial goals and secure their futures.

  
  

• Career Growth Opportunities

  The firm provides numerous opportunities for career advancement and professional development, allowing you to grow within the company.

  
  

Requirements:

• Bachelor's Degree
• 3+ years of sales experience
• Located in Orange County and or willing to commute

Join us as a Financial Sales Representative to make a meaningful impact by helping clients secure their future! Your expertise will drive success not only for your clients but also for your professional growth within our team.

Job Types: Full-time, Permanent

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Professional development assistance
• Retirement plan

Education:

• Bachelor's (preferred)

Location:

• Irvine, CA

Ability to Commute:

• Irvine, CA 92612 (Required)

Work Location: On site