Client Advisor with Athletic Background

Beer Financial Group•Bakersfield, CA

8d•Hybrid

About The Position

Beer Financial Group, a growing network within Northwestern Mutual, is seeking a Client Advisor with a competitive spirit and a strong passion for teamwork. This role offers an exciting career path with a company recognized for its Diversity & Inclusion, strong support system, and inclusive culture. Northwestern Mutual is a Fortune 500 company with an Aaa rating from Moody’s. The role involves engaging with clients to understand their financial needs, providing personalized guidance, and designing strategies to safeguard their assets and financial well-being. It also includes regularly reviewing and updating financial plans, and cultivating a client network through referrals and community involvement. The company offers a flexible schedule, opportunity for advancement, training & development, and a lucrative compensation structure with unlimited earning potential, including a first-year stipend. The office is located at 21800 Oxnard Street, Suite 800, Woodland Hills 91367, CA, with remote options available for representatives serving Greater Palm Desert, CA. The expectation is to be in the office at least three days per week.

Requirements

Bachelor's degree in finance, business, or a related discipline preferred.
Excellent interpersonal and communication abilities.
Strong analytical skills.
Capability to build lasting client relationships.
Individuals from business development-oriented organizations with uncapped earnings potential are welcome, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others.
Will be required to obtain state insurance licenses, with training provided and sponsorship considered.

Nice To Haves

Prior experience in insurance, financial services, or business development is beneficial, but not mandatory.
Athletic background is a plus, as many team members have excelled in athletics.

Responsibilities

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

Benefits

Stipend
Retirement Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Continuous access to training and development programs.
Sponsorship for advanced certifications.
Lucrative compensation structure including performance-based incentives and unlimited earning potential.
Substantial first year stipend to support career transition.
Extensive support from a dedicated planning team, marketing resources, and experienced mentors.
Flexibility to design a work schedule that aligns with personal and professional goals.
Flexible work from home options available.