Experienced Business Development Professional

The Fadil Group•Irvine, CA
•$150,000 - $171,000•Hybrid

About The Position

The Fadil Group of Northwestern Mutual is seeking licensed and experienced professionals to transition their business development skills into financial services. In this role, you will help individuals and businesses work toward their financial goals through personalized insurance solutions and financial planning. You will build long-term client relationships, understand clients’ individual needs, and provide tailored financial solutions. Flexible work-from-home options are available. The district office is located at 18575 Jamboree Rd, Irvine, CA 92612. Training and sponsorship are available for obtaining necessary licenses. The role offers ongoing professional development, a performance-based compensation structure with no ceiling, support from a planning team and mentors, and flexibility to create a schedule that fits your lifestyle and goals.

Requirements

  • Strong interpersonal and communication skills.
  • Analytical thinking skills.
  • Ability to build trust and rapport with clients.
  • Obtain necessary licenses, such as Series 6, Series 63, and state insurance licenses; training and sponsorship are available.

Nice To Haves

  • A bachelor’s degree is preferred.
  • Previous experience in financial services, insurance, or business development is beneficial but not required.

Responsibilities

  • Engage with clients to understand their financial goals, aspirations, and concerns.
  • Develop comprehensive financial plans that include investments, insurance, and retirement.
  • Recommend and implement insurance strategies to protect clients’ assets and income.
  • Monitor clients’ financial plans, provide regular updates, and adjust strategies as clients’ circumstances change.
  • 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 and development.
  • Vision insurance.
  • Ongoing training and development programs, including sponsorship for advanced certifications.
  • Competitive compensation structure with performance incentives and no ceiling.
  • Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
  • Company-funded pension and contributions to PFGF, a profit-sharing retirement plan.
  • Flexible work-from-home options.
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