Now Hiring - The Northwestern Mutual Life Insurance Company, Inc. - Financial Services Financial Planning Consultant in Irvine, CA

Full description of the position

Financial Planning Consultants at Northwestern Mutual help their clients through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training and development, mentorship, and products. Discover your earning potential, craft a workday around your life, and make an impact every day.

Our award-winning training equips you with the knowledge, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to support your financial expertise, including but not limited to:

Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis

As a Northwestern Mutual Financial Planning Consultant:

1. BuildWork to build a clientele by growing trustworthy relationships with your network and develop knowledge of NM financial products and market trends.

2. EducateEducate yourself beyond training through sponsored licensing, registration, and ongoing development. Use assistive software, reporting tools, and illustrations to teach clients about financial planning options.

3. Influence Presenting clients with the opportunity to protect and prosper, you will drive clients to action through honest influence and recommendations.

4. OwnTake ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients needs.

You could be right for this opportunity if you have:

Bachelors Degree

Experience building meaningful relationships

Interpersonal skills for success in client-facing roles

Excellent time-management skills

Desire for continuous learning

Legal authorization to work in the US without sponsorship

Required Qualifications

• Bachelor's degree four-year institution

Preferred Qualifications:

• Sales and business development experience
• 2 - 5 years of business development or sales experience
• Craving autonomy in their career
• Goal-oriented, driven, self-motivated, financially motivated
• Strong interpersonal skills

Does this seem to match with you? Apply and Let's chat!

Job Type: Full-time

Pay: From $175,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee discount
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Relocation assistance
• Retirement plan
• Vision insurance

Experience level:

• 4 years

Physical setting:

• Office

Schedule:

• 8 hour shift
• Monday to Friday

Ability to commute/relocate:

• Irvine, CA 92612: Reliably commute or planning to relocate before starting work (Required)

Education:

• Bachelor's (Preferred)

Experience:

• Direct sales: 5 years (Preferred)
• CRM software: 5 years (Preferred)
• Communication skills: 10 years (Preferred)
• Account management: 5 years (Preferred)
• Training & development: 5 years (Preferred)
• Financial planning: 2 years (Preferred)
• Financial concepts: 3 years (Preferred)
• Time management: 7 years (Preferred)

Work Location: In person