Northwestern Mutual · 16 hours ago
Financial Representative
Irvine, CA
Full-time
Hybrid
Entry, Mid LevelNorthwestern Mutual is a company that empowers its clients to achieve their financial objectives through personalized financial solutions. The Financial Representative role involves building and managing client relationships, establishing a book of business, and leveraging team strengths to address client needs.
AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
Hiring Manager
Rahna Yosofi
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
College-educated, Bachelor's degree
Candidate must be an accomplished communicator with strong written skills
Prior sales and/or business development experience preferred
Self-starter mindset preferred
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
A rewarding career, with extraordinary income potential and a variable compensation model including; recognition and bonuses, where hard work directly relates to your sales results
Company
Northwestern Mutual
Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
Founded in 1857
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)
2026-01-22
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2026-01-17
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