Entry Level Financial Specialist

Beer Financial Group•Los Angeles, CA

11d•Hybrid

About The Position

At Beer Financial Group (BFG), we’re driven by a vision of impacting lives today and for generations to come. Our representatives play a vital role in helping clients achieve financial security, empowering them through education, motivation, and consistent support to reach their goals and improve their lives tenfold. As a valued member of our team, you’ll benefit from a top-tier support system with expert mentoring, advanced training, and cutting-edge technology—all supported by Northwestern Mutual, a Fortune 500-ranked company with an Aaa rating from Moody's and a leadership position in total dividend payouts in the billions of dollars paid annually. Joining BFG means stepping into an inclusive, growth-oriented environment, where you’ll feel valued and empowered to pursue both personal and professional goals. Our commitment to making a difference extends beyond finance; we're proud supporters of Alex's Lemonade Stand in the fight against childhood cancer. With our reputation as a top-20 office in Diversity and Inclusion and a path to financial independence, including the potential to earn $150,000+ in your first year, you’ll have the tools, freedom, and support to make a profound impact on your clients and your career. Our growing network office is located: Immersive in-person culture offered at 21800 Oxnard Street, Suite 800, Woodland Hills 91367, CA Remote representatives serving Greater Palm Desert, CA The expectation is to be in the office at least three days per week Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: https://youtu.be/tar1BSa7Gaw 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

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).

Responsibilities

Client Attraction/Development: 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
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Opportunity for a substantial first year stipend.
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.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.