Financial Planner Seeking former Athletes

Beer Financial Group•Woodland Hills, CA

2d•Hybrid

About The Position

Beer Financial Group, a growing network within Northwestern Mutual, is seeking former athletes with a competitive spirit and a strong passion for teamwork to join their team. BFG is recognized for its top 20 ranking in Diversity & Inclusion and has nationally recognized advisors. They offer a strong support system including mentoring, expert training, and advanced technology, fostering an inclusive culture for personal and professional growth. The role offers significant income potential, with top first-year advisors earning over $150,000, and the independence to control one's career path. Northwestern Mutual, a Fortune 500 company with an Aaa rating from Moody's, backs the organization. The local team includes individuals who have excelled in athletics, such as Managing Partner Mitchell Beer and Financial Advisor Christopher Ardoin, a former collegiate swimmer.

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.
Obtain state insurance licenses (training provided and sponsorship considered).
Must be in the office at least three days per week.

Nice To Haves

Prior experience in insurance, financial services, or business development.
Experience from business development-oriented organizations with uncapped earnings potential, including Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others.
Competitive spirit and a strong passion for teamwork.

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.