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About the Role
Leverage your healthcare background for a rewarding career in financial services. Build direct client relationships, make a meaningful impact by guiding clients through critical life stages, and enjoy unlimited growth potential. This role offers a rewarding career path to build long-term relationships and create meaningful outcomes.
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
- Previous experience in financial services, insurance or business development is beneficial but not required.
- Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Skills
- Strong interpersonal and communication skills
- Analytical thinking
- Ability to build trust and rapport with clients
Location
- San Francisco, CA
Work Type
- Full-time
Experience Level
- Entry-level
Education Level
- Bachelor's degree preferred
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
- Ongoing professional development
- Local culture of support and positive recognition
About the Company
- Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI.