Financial Planner with Athletic Background
About The Position
Beer Financial Group, a growing network within Northwestern Mutual, is seeking a Financial Planner with an athletic background and a competitive, team-oriented spirit. The role focuses on understanding clients’ comprehensive financial needs and providing personalized guidance to help them achieve financial protection and planning goals. The planner develops and implements strategies to protect clients’ assets, income, and financial well-being, and reviews plans and insurance policies as clients’ circumstances or goals change. Client growth is supported by referrals, community involvement, and professional associations. The position offers training, mentoring, marketing resources, and support from a dedicated planning team. Candidates must obtain state insurance licenses; training is provided and sponsorship may be considered. The role offers a flexible schedule and performance-based compensation with unlimited earning potential. The position is associated with an in-person office culture in Woodland Hills, California, with an expectation of working in the office at least three days per week; remote representatives serving Greater Palm Desert are also mentioned.
Requirements
- Excellent interpersonal and communication abilities.
- Strong analytical skills.
- Ability to build lasting client relationships.
- Obtain state insurance licenses; training is provided and sponsorship may be considered.
Nice To Haves
- Bachelor’s degree in finance, business, or a related discipline preferred.
- Prior experience in insurance, financial services, or business development is beneficial but not mandatory.
- Experience in a business-development-oriented organization, including Medical Device, Education, Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, or Auto Rental.
- Athletic background and a competitive, team-oriented spirit.
Responsibilities
- Engage with clients to understand their comprehensive financial needs.
- Provide personalized guidance to help clients achieve financial protection and planning goals.
- Design and implement tailored strategies to safeguard clients’ assets, income, and overall financial well-being.
- Regularly review and update clients’ financial plans and insurance policies to reflect changes in their circumstances or goals.
- Build a network of clients through referrals, active community involvement, and professional associations.
- Obtain state insurance licenses.
Benefits
- Stipend
- Retirement
- Performance-based bonus and incentives
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training and development
- Vision insurance
- Sponsorship for advanced certifications
- Marketing resources and support from a dedicated planning team and experienced mentors
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
