Benefits:
- 1st Year Stipend
- 401(k)
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Join our growing team at The Inland Empire Office of Northwestern Mutual. Our thriving office is located at: 3633 Inland Empire Blvd, Ontario, CA 91764
About the Financial Specialist Role:
As a Financial Specialist 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.
Key Responsibilities:
- Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
- Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
- Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
- Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
- Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
- Education: A bachelor's degree in finance, business, or a related field is preferred.
- Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
- Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Benefits:
- 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 and the opportunity to earn a stipend of up to $75,000 in year 1.
- 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.
- Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
This position offers flexibility, but we're seeking individuals who are open to in-person training and eager to be an active part of our daily and weekly office culture, contributing to our team synergy and vibrant work environment.
About The Inland Empire Office of Northwestern Mutual: In 2023 our district was recognized as the Inland Empire Best Place to Work. Charity and giving are at the core of our mission, and we passionately support organizations such as Foothill Family Shelter, the Susan Komen Foundation, and Alex’s Lemonade Stand.
A Glance at Northwestern Mutual (NM):
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, with a unique culture deeply dedicated to helping people achieve financial security.
Flexible work from home options available.
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