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About the Role
Transition your teaching and coaching skills into a fulfilling career in financial services. This role offers meaningful work, leverages your communication expertise, and allows you to build lifelong relationships while seeing the impact of your work and achieving greater rewards.
Responsibilities
- Educate clients on financial planning and insurance options.
- Provide excellent customer service and build lasting relationships.
- Collaborate with a local, supportive team.
Requirements
- Strong communication and interpersonal skills.
- Goal-oriented with a desire to succeed.
- Life insurance license and FINRA certifications (or willingness to obtain).
Skills
- Communication
- Interpersonal skills
- Financial planning
- Insurance
- Customer service
- Relationship building
Location
- San Francisco, CA
Work Type
- Flexible work from home options available
Benefits
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
- Significant bonus opportunity commensurate with outcomes
- Life insurance
- Retirement plan
- Local culture of support and positive recognition
About the Company
- Northwestern Mutual – San Francisco is a Top 10 Network Office recognized for excellence in advisor development and leadership in diversity, equity, and inclusion.
- Our mission is to help advisors and clients grow with intention, creating lasting financial security through integrated planning.
- Honored with awards such as the WealthManagement.com DEI Finalist, Forbes Best-In-State, and Training Magazine’s APEX Award, we combine industry-leading training with a strong commitment to community investment and inclusive leadership.