Financial Planner Seeking Former Educator/Coach
About The Position
This role is for a Financial Planner, seeking individuals with a background in education or coaching. The position offers meaningful work where you can help guide clients through important financial decisions, build lifelong relationships, and see the impact of your work. It provides the potential for personal and professional growth, with rewards that reflect your values and goals. The office is located at 479 Pacific St, Ste 1, Monterey, CA 93940. Northwestern Mutual – Monterey District is dedicated to helping individuals and families achieve lasting financial security through intentional planning and growth. As part of a Top 10 Network Office, they foster a culture of education, leadership development, and community engagement, with a strong commitment to diversity, equity, and inclusion. They also support local initiatives and organizations.
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
- Former educator or coach 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
- Life insurance
- Retirement plan
- Ongoing professional development
- Local culture of support and positive recognition
- Flexible work from home options available.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
