Financial Representative - Entry Level
Job Description
Position Overview
At Northwestern Mutual – San Francisco, we are a Top 10 Network Office recognized nationally for 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 have earned honors such as the 2025 WealthManagement.com Industry Awards DEI Finalist, 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. Our innovative, data-driven learning and leadership development programs have garnered the prestigious APEX Award from Training Magazine.
About the Financial Representative Role:
As a Financial Representative at Northwestern Mutual, you will help 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.Location: 600 Montgomery Street, Suite 1600, San Francisco, CA 94111
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 strategies.
- 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.
- Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Required Qualifications
- Education: A bachelor's degree is preferred.
- Experience Required: Previous experience in financial services, insurance, or business development is beneficial.
- Qualifications: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
- Requirements: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits & Perks
- 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 profit-sharing retirement plan to support your long-term financial future.
- Impact: Make a lasting difference by guiding individuals and families towards financial security and success.