Northwestern Mutual · 18 hours ago
Financial Representative
Orange County, CA
Full-time
Hybrid
Mid, Senior Level
4+ years expNorthwestern Mutual is seeking a highly motivated and driven individual to join their Orange County office as a Financial Representative. The role involves building and managing client relationships while providing personalized financial solutions and establishing a book of business.
AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
No H1B
Hiring Manager
Paige Thompson
Responsibilities
Building and managing client relationships by offering personalized, industry-leading solutions to help them protect what they’ve worked so hard to achieve while growing their assets for the future
Establishing a book of business through organic, sustainable, client-focused growth by building rapport, maintaining communication, and fostering long-term relationships
Develop rapport with clients and foster long-term relationships
Be knowledgeable about Northwestern Mutual financial products and financial market trends
Integrating into the #1 district office in the entire company for new advisor growth and development
Leveraging the strength of our team to address individual client concerns and needs
Qualification
Required
4-year degree (not currently enrolled); or equivalent professional work experience
Entrepreneurial ambitions
Desire for continuous learning and collaboration
Legal authorization to work in the US without sponsorship
Located within commuting distance of Irvine, CA 92612
Preferred
Prior sales and/or business development experience preferred
Sales: B2B/B2C or Inside/Outside Sales (8+ years of experience)
Executive leadership
Community Influencers and Natural People Connectors
Financial Management, insurance and financial services
Former athletes
Military background
Benefits
Nationally ranked training programs to launch your career
Mentorship and professional development training throughout your entire career
Development stipends and expense allowance
Sponsorship of Licensing/Credentialing (SIE/Series 7/Series 63, Life & Health Ins)
Leadership opportunities
Leading industry products and solutions built on an integrated technology platform
Full health benefits, group disability, retirement plans and an equity stake
A culture that promotes diversity, teamwork, work/life balance, recognition and rewards
Commission structure to support early development
Renewable income
Bonus programs and expense allowances
Support for insurance licensing, SIE, Series 6 or 7, Series 63, CFP®, and more
Retirement Package and Pension Plan
Medical, Dental, Vision, Life Insurance and Disability Income Insurance
Family Planning
Company
Northwestern Mutual
Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Timothy Gerend
Chairman, President and CEO
Phil Odella
COO/CFO
Recent News
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-17
Arkansas Business — Business News, Real Estate, Law, Construction
2026-01-12
Company data provided by crunchbase