Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Target Resume Now
About the Role
As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
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
- A bachelor's degree is preferred.
- 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).
Skills
- Interpersonal skills
- Communication skills
- Analytical thinking
- Ability to build trust and rapport with clients
Location
- 555 Mission St. Floor 16, San Francisco, CA 94105
Work Type
- Flexible schedule
- Flexible work from home options available
Education Level
- Bachelor's degree preferred
Salary/Compensations
- Competitive compensation structure including performance incentives, with no ceiling.
Benefits
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
- Access to ongoing training and development programs, including sponsorship for advanced certifications.
- Competitive compensation structure including performance incentives, with no ceiling.
- Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
- Flexibility to create a schedule that fits your lifestyle and goals.
- Company-funded pension and contributions to PFGF—our version of a profit-sharing retirement plan designed to support your long-term financial future.
- Make a lasting impact by guiding individuals and families in your community towards financial security and success.
About the Company
- At Northwestern Mutual – San Francisco, we are a Top 10 Network Office recognized nationally for both our excellence in advisor development and our leadership in diversity, equity, and inclusion.
- Our mission is to grow both our advisors and our clients with intention, creating lasting financial security through a culture of highly educated, integrated planning.
- We are proud recipients of honors such as the 2025 WealthManagement.com Industry Awards DEI Finalist, the Gen Impact Awards Top 3 Diversity & Inclusion Council recognition, the 2024 Northwestern Mutual Diversity & Inclusion Excellence Team Award, and Forbes’ Best-In-State Top Financial Security Professionals list.
- We pair this commitment to inclusive growth with best-in-class training, earning the prestigious APEX Award from Training Magazine for our innovative, data-driven learning and leadership development programs.
- Beyond our office, we invest in the communities we serve—supporting local initiatives, funding advisor-led impact programs, and engaging through dedicated field advisory councils that represent and advocate for diverse voices.
- Here, new Financial Representatives join a collaborative, purpose-driven environment where professional excellence and community impact go hand in hand.
- Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people.
- As a mutual company, we answer to our policyowners—not Wall Street.
- We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
- Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI.