Financial Planner with Athletic Background

Beer Financial Group•Woodland Hills, CA

3d•Hybrid

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 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. The position also involves building a client network through referrals, community involvement, and professional associations. Training, mentoring, marketing resources, and support from a dedicated planning team are provided. The office offers an in-person culture at its Woodland Hills location, with representatives serving Greater Palm Desert remotely. The expectation is to work 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.
Background in business development-oriented fields such as medical devices, education, logistics, solar, payroll services, technology 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 strategies to safeguard clients’ assets, income, and overall financial well-being.
Regularly review and update clients’ financial plans and insurance policies as circumstances or goals change.
Build a network of clients through referrals, community involvement, and professional associations.

Benefits

Stipend to support the career transition.
Performance-based incentives and unlimited earning potential.
Training and development programs.
Sponsorship for advanced certifications.
Support from a dedicated planning team, marketing resources, and experienced mentors.
Flexible work schedule.
Opportunity for advancement.
Company parties.
Dental insurance.
Health insurance.
Vision insurance.
Retirement benefit.