Financial Advisor with Military Background

Beer Financial GroupLos Angeles, CA
Hybrid

About The Position

Are you a veteran with an unwavering sense of mission? Do you excel in navigating challenges and striving for excellence both in your military service and civilian career? The Beer Financial Group of Northwestern Mutual is seeking to onboard a new Financial Advisor to our team. We are a united group of determined, ambitious professionals, eager to make a difference in people’s lives as we accelerate the growth of our network office. Click the link below to hear Robert Novanty's inspiring journey from serving with the US Marines to a successful career in civilian life at Northwestern Mutual: https://careers.northwesternmutual.com/field-careers/military/ Position Overview: You will play a critical role in helping clients secure their financial futures through comprehensive insurance solutions. Your responsibilities will include: Client Assessment: Evaluate clients' financial needs and goals to recommend appropriate insurance products. Customized Solutions: Develop personalized insurance plans that align with clients' long-term financial strategies. Relationship Building: Establish and maintain strong relationships with clients, offering continuous support and advice as their needs evolve. Product Knowledge: Stay informed about the latest insurance products and industry trends to provide clients with the best options available. Compliance and Ethics: Ensure all recommendations and sales comply with company policies and regulatory requirements, maintaining the highest ethical standards. What Sets BFG Apart? Top 20 in Diversity & Inclusion, with nationally recognized advisors Strong support system: mentoring, expert training, and advanced technology Inclusive culture enabling unlimited personal and professional growth Income potential, with top first-year advisors earning $150,000+ Independence, offering flexibility and control over your career path Backed by Fortune 500 company Northwestern Mutual, Aaa rated by Moody’s 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 This position offers flexibility, but we're seeking individuals who are open to in-person training and eager to be an active part of our daily and weekly office culture, contributing to our team synergy and vibrant work environment. Join us on this exciting journey, where we take insurance and financial services to a whole new level of excitement and fulfillment. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Mitchell Beer is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Responsibilities

  • Evaluate clients' financial needs and goals to recommend appropriate insurance products.
  • Develop personalized insurance plans that align with clients' long-term financial strategies.
  • Establish and maintain strong relationships with clients, offering continuous support and advice as their needs evolve.
  • Stay informed about the latest insurance products and industry trends to provide clients with the best options available.
  • Ensure all recommendations and sales comply with company policies and regulatory requirements, maintaining the highest ethical standards.

Benefits

  • Stipend
  • Retirement
  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance
  • Strong Earnings Potential: Combining the potential to earn a substantial first year stipend, with nlimited upside.
  • Significant bonus opportunity commensurate with outcomes.
  • Life insurance.
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