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 mindset. 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 strategies to protect clients’ assets, income, and overall financial well-being, and 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. The position offers training, mentorship, marketing resources, support from a dedicated planning team, flexible scheduling, and performance-based compensation with unlimited earning potential. State insurance licenses are required; training is provided and sponsorship may be considered. The office is located in Woodland Hills, California, with remote representatives serving Greater Palm Desert. Representatives are expected to work in the office at least three days per week.
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.
- Competitive spirit, passion for teamwork, and an athletic background are highlighted.
Responsibilities
- Engage with clients to understand their comprehensive financial needs and provide personalized financial guidance.
- Design and implement tailored strategies to protect clients’ assets, income, and overall financial well-being.
- Review and update clients’ financial plans and insurance policies to reflect changes in their circumstances or goals.
- Build a client network through referrals, community involvement, and professional associations.
Benefits
- Stipend
- Performance-based retirement bonus
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training and development
- Vision insurance
- Sponsorship for advanced certifications
- Performance-based incentives and unlimited earning potential
- Support from a dedicated planning team, marketing resources, and experienced mentors
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
