Client Advisor with Athletic Background

Northwestern Mutual - San Francisco•San Francisco, CA

7d•$70,000 - $95,000•Onsite

About The Position

Join Northwestern Mutual - San Francisco as a Financial Advisor, bringing your strengths in teamwork, resilience, goal-setting, discipline, time management, and competition to a career in insurance and financial services. The role focuses on understanding clients’ comprehensive financial needs and providing personalized guidance to help them meet financial protection and planning goals. You will develop tailored strategies to protect clients’ assets, income, and financial well-being and help support their long-term security. You will regularly review and update clients’ financial plans and insurance policies as their circumstances or goals change. You will also build a network of clients through referrals, community involvement, and professional associations. Training is provided, and sponsorship for required state insurance licensing may be considered. The San Francisco office offers training and development, support from a dedicated planning team, marketing resources, and experienced mentors. Compensation includes performance-based incentives and uncapped earning potential. The role also includes a flexible schedule, health and wellness benefits, a company-funded pension, and contributions to the company’s PFGF profit-sharing retirement plan. The position offers the opportunity to help individuals and families secure their financial futures and make a difference in the community.

Requirements

Excellent interpersonal and communication abilities.
Strong analytical skills.
Ability to build lasting client relationships.
Obtain required state insurance licenses; training is provided and sponsorship may be considered.

Nice To Haves

Bachelor’s degree in finance, business, or a related discipline preferred.
Prior experience in insurance, financial services, or business development is beneficial but not mandatory.
Athletic background and strengths such as teamwork, resilience, determination, goal orientation, discipline, time management, and competitive spirit may be advantageous.
Experience in business-development-oriented organizations, including medical devices, education, logistics, solar, payroll services, technology business development, real estate, or auto rental.

Responsibilities

Engage with clients to understand their comprehensive financial needs.
Provide personalized guidance to help clients achieve financial protection and planning goals.
Design and implement tailored strategies to safeguard clients’ assets, income, and overall financial well-being.
Regularly review and update clients’ financial plans and insurance policies to reflect changes in their circumstances or goals.
Cultivate a network of clients through referrals, active community involvement, and professional associations.