Financial Representative San Jose CA
: Job Details :

Financial Advisor Career Overview:

We have an opportunity to become a Financial Representative with our San Jose office.

A Financial Representative with Northwestern Mutual helps their clients live more and worry less 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, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.

Our comprehensive training equips you with the education, 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 help in your financial expertise, including but not limited to:

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

About NM:

For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.

Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.

Our Financial Representatives are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes!

Qualifications:

• Bachelor's Degree (BA or BS), or equivalent work experience
• 1 – 2 Years sales experience
• Legal authorization to work in the US without sponsorship

Benefits:

- Commission, including bonus programs to support early development

• Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more
• Retirement Package and Pension Plan
• Medical, Dental, Vision, Life Insurance and Disability Income Insurance
• Family Planning

Skills required:

• Enjoys building new relationships and rapport with prospective clients
• Productive in a collaborative environment
• Desire for continuous learning
• Entrepreneurial spirit
• History of success in sales, athletics, military, client services, financial services, business development, hospitality, banking, real estate, or client-facing roles
• Proficient oral and written communication skills