Financial Advisor with Business Development Focus at Northwestern Mutual - San Francisco | CA, US | Rezi

Financial Advisor with Business Development Focus at Northwestern Mutual - San Francisco

Financial Advisor with Business Development Focus

Northwestern Mutual - San Francisco · CA, US

2 weeks ago

Financial Advisor with Business Development Focus

Northwestern Mutual - San Francisco · CA, US

14 days ago
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About the Role

Transition your business development skills into a career in financial services. Leverage your client-facing expertise to educate clients, guide decision-making, and build long-term trust. Build meaningful relationships and see the impact of your work as you help individuals and families achieve lasting financial security. Unlock unlimited earning potential with a clear path for professional growth and leadership.

Responsibilities

  • Educate clients on financial planning and insurance options.
  • Provide excellent customer service and build lasting relationships.
  • Collaborate with a local supportive team.
  • Make a lasting impact by guiding individuals and families in your community towards financial security and success.

Requirements

  • Strong communication and interpersonal skills.
  • Goal-oriented with a desire to succeed.
  • Life insurance license and FINRA certifications (or willingness to obtain).

Skills

  • Business development
  • Client relationship building
  • Client needs assessment
  • Tailored solution delivery
  • Communication
  • Negotiation

Location

  • 555 Mission St. Floor 16, San Francisco, CA 94105

Work Type

  • Full-time

Experience Level

  • Entry Level
  • Mid Level
  • Senior Level

Education Level

  • Bachelor's Degree
  • MBA

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
  • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
  • Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
  • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
  • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
  • Retirement Benefits: Company-funded pension and contributions to PFGF—our version of a profit-sharing retirement plan designed to support your long-term financial future.

About the Company

  • Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Michael Byrne is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.