Financial Advisor with Business Development Background

Walnut Creek - Northwestern Mutual•Walnut Creek, CA

4h•$65,000 - $85,000•Onsite

About The Position

Transition Your Business Development Expertise into Financial Services with Walnut Creek - Northwestern Mutual! Why BD Professionals Could Thrive Here: Leverage Your Client-Facing Expertise: BD experienced individuals excel in building trust, presenting solutions, and guiding decision-making — the same skills that drive success in financial services when helping clients navigate important financial choices. Build Long-Term Client Relationships: In BD, closing deals is key, but client relationships often end when the contract is signed. In financial services, you have the opportunity to foster ongoing, lifelong relationships, supporting clients through every stage of their financial journey. See the Tangible Impact of Your Work: Just as you’ve celebrated the wins of helping clients achieve their business goals, this career allows you to directly see how your guidance improves clients’ personal and financial well-being — both now and for years to come. Unlock Greater Earning Potential: Transitioning into financial services offers a path where performance is rewarded not only with personal satisfaction but often with substantial financial growth and advancement opportunities. Our thriving office is located at: 2121 N. California Blvd Ste. 620 Walnut Creek CA 94596

Requirements

Strong communication and interpersonal skills.
Goal-oriented with a desire to succeed.
Life insurance license and FINRA certifications (or willingness to obtain).

Nice To Haves

Business Development Background

Responsibilities

Educate clients on financial planning and insurance options.
Provide excellent customer service and build lasting relationships.
Collaborate with a local supportive team.

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.
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.
Retirement Benefits: Company-funded pension and contributions to PFGF—our version of a profit-sharing retirement plan designed to support your long-term financial future.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.