Experienced Business Development Professional

The Fadil GroupIrvine, CA
$150,000 - $171,000Hybrid

About The Position

The Fadil Group of Northwestern Mutual is looking to expand its team with licensed and experienced professionals who are eager to take their careers to the next level. We are a cohesive group of determined, ambitious professionals dedicated to making a meaningful impact in our clients' lives as we continue to grow across our network of thriving offices. Your ability to build relationships, understand client needs, and deliver tailored solutions could make you an ideal fit for a rewarding career in financial services. 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.

Requirements

  • Previous experience in financial services, insurance, or business development is beneficial but not required.
  • Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
  • Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Nice To Haves

  • A bachelor's degree is preferred.

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.

Benefits

  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance
  • Access to ongoing training and development programs, including sponsorship for advanced certifications.
  • Competitive compensation structure including performance incentives, with no ceiling.
  • Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
  • Flexibility to create a schedule that fits your lifestyle and goals.
  • Company-funded pension and contributions to PFGF—our version of a profit-sharing retirement plan designed to support your long-term financial future.
  • Make a lasting impact by guiding individuals and families in your community towards financial security and success.
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