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Financial Representative Entry Level ...

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Financial Representative Entry Level

The Fadil Group Santa Ana, CA (Onsite) Full-Time
Derived Salary: $78K/Year

Benefits:


Stipend


401(k)


Bonus based on performance


Company parties


Dental insurance


Flexible schedule


Health insurance


Opportunity for advancement


Training & development


Vision insurance


Join the winning team at The Fadil Group of Northwestern Mutual! We are a perennial leader within the Northwestern Mutual system, excelling in every measurable category: investment management, insurance planning, new advisor productivity, and college marketing. As the fastest growing firm in the country for new talent attraction and retention, we manage approximately $5 billion in assets and generate an average of $20 million in insurance production annually. We proudly support Alex’s Lemonade Stand and Team NEGU, both dedicated to funding pediatric cancer research and providing support for affected families. Our thriving office is located: 18575 Jamboree Road, Suite 200, Irvine CA 92612.


About the Financial Representative Role:


As a Financial Representative 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.


Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).


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. Additionally, we offer a first year stipend, ensuring new advisors an income for putting in the work and meeting the position’s requirements.


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.


1st Year Potential with The Fadil Group:


Top Quartile: Over $200K in the first year.


Top Decile: Over $300K in the first year.


Worst Performance: $68K last year.


Best Performance: $362K last year.


Long-Term Earnings Potential:


5+ Years with Firm: Average advisor earns $600K annually.


Top Quartile: $1.2M annually.


Top Decile: Over $3M annually.


Follow this link to hear about a Day in the Life of a Northwestern Mutual Irvine California Advisor:

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