Investment & Insurance Advisor (Licensing & Training Provided)

About Us: Northwestern Mutual has been helping clients achieve financial security for almost 170 years. As a leading financial services firm, we are committed to providing comprehensive and personalized financial planning services to individuals, families, and businesses. Our Downtown San Diego, California office is consistently ranked one of the top offices in the country, based on new Financial Advisor performance, and is seeking to add to our dynamic and driven team.

Job Overview: As an Investment and Insurance Advisor, you will be responsible for helping clients navigate their financial journey by providing expert advice and comprehensive financial planning services. This role involves building and maintaining client relationships, analyzing financial situations, and developing customized strategies to help clients achieve their financial goals.

**In-depth Training, Mentorship, and Licensing provided & paid for by Northwestern Mutual.

Key Responsibilities:

• Sales and Business Development: Proactively identify opportunities to expand the client base and increase assets under management, including the development of personal networking and outreach strategies.
• Financial Analysis: Conduct in-depth financial analyses to assess clients' current financial situations. Evaluate investment portfolios and recommend adjustments based on clients' objectives.
• Financial Planning: Develop comprehensive financial plans tailored to meet clients' specific needs and goals. Provide guidance on retirement planning, investment strategies, estate planning, and risk management.
• Strategic Advising: Educate clients on various financial products, investment options, and wealth-building strategies.
• Client Relationship Management: Build and maintain strong, long-term relationships with clients. Understand clients' financial goals, risk tolerance, and unique circumstances.
• Team Collaboration: Collaborate with a team of financial professionals to leverage expertise and resources.

Qualifications:

• Bachelor's degree in finance, business, or a related field.
• Minimum of 3-5 years of experience in high volume outbound sales.
• Strong interpersonal and communication skills.
• Proven track record of building and maintaining client relationships.
• Knowledge of financial markets, investment products, and financial planning strategies.

Compensation: We provide an extremely competitive bonus structure and uncapped commissions along with a comprehensive benefits package including health insurance, retirement plans, and professional development opportunities.

Job Type: Full-time

Pay: $80,000.00 - $200,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Referral program
• Retirement plan
• Vision insurance

Compensation package:

• Bonus opportunities
• Commission pay

Work setting:

• Hybrid work

Education:

• Bachelor's (Preferred)

Experience:

• Sales: 5 years (Preferred)

Work Location: Hybrid remote in San Diego, CA 92101