Financial Planner with Athletic Background

Beer Financial Group•Los Angeles, CA

4d•$70,000 - $95,000•Hybrid

About The Position

Beer Financial Group, a growing network within Northwestern Mutual, is seeking a Financial Planner with an athletic background. The role focuses on understanding clients’ comprehensive financial needs and providing personalized guidance to help them meet financial protection and planning goals. You will develop and implement strategies to protect clients’ assets, income, and financial well-being, and regularly review and update financial plans and insurance policies as clients’ circumstances or goals change. You will build a client network through referrals, community involvement, and professional associations. Training, development, mentoring, technology, marketing resources, and support from a dedicated planning team are provided. The role offers performance-based compensation, a first-year stipend, and flexibility in designing a work schedule. Candidates must obtain state insurance licenses; training is provided and sponsorship may be considered. The office is located at 21800 Oxnard Street, Suite 800, Woodland Hills, California. The posting also mentions remote representatives serving Greater Palm Desert, California, and states that employees are expected to be in the office at least three days per week.

Requirements

Obtain state insurance licenses; training is provided and sponsorship may be considered.
Excellent interpersonal and communication abilities.
Strong analytical skills.
Ability to build lasting client relationships.

Nice To Haves

Bachelor’s degree in finance, business, or a related discipline.
Prior experience in insurance, financial services, or business development.
Competitive spirit and a strong passion for teamwork.
Experience in business development-oriented organizations, such as medical devices, education, logistics, solar, payroll services, technology business development, real estate, or auto rental.

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.
Review and update clients’ financial plans and insurance policies as their circumstances or goals change.
Develop a network of clients through referrals, active community involvement, and professional associations.