Financial Specialist with Training

$81,000 - $142,000/Yr

Northwestern Mutual - Calabasas - Camarillo, CA

Full-time - Entry Level

Remote - Camarillo, CA

About the position

The Financial Specialist role at Northwestern Mutual involves helping individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. This position focuses on building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. The role offers opportunities for professional development and mentorship as part of a supportive team environment.

Responsibilities

• Engage with clients to understand their financial goals, aspirations, and concerns.
• Develop comprehensive financial plans that include investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect clients' assets and income.
• Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
• Build and maintain a network of clients through referrals, community involvement, and professional associations.

Requirements

• Bachelor's degree (preferably in business, finance, or a related field).
• Previous experience in financial services, insurance, or business development is beneficial but not required.
• Strong interpersonal and communication skills.
• Analytical thinking and the ability to build trust and rapport with clients.
• Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Nice-to-haves

• Experience in financial services or business development.
• Certifications such as CFP® or ChFC®.

Benefits

• Health insurance
• Dental insurance
• 401(k)
• 401(k) matching
• Flexible schedule
• Opportunities for advancement
• Work from home
• Vision insurance
• Performance bonuses
• Professional development programs
• Comprehensive support from a dedicated planning team.