Northwestern Mutual
Financial Services Sales (Fresno)
Northwestern Mutual, Fresno, California, United States, 93650
**Candidates not currently residing in the greater Fresno area WILL NOT be considered for this role** Please instead apply to your local office here: https://opportunities.northwesternmutual.com/financial-advisors
Role Description This is a full-time, on-site role based in Fresno, CA. This role will engage in building and nurturing client relationships, develop personalized financial plans, and provide ongoing financial advice. Daily tasks will include learning and mastering financial planning tools, lead generation through networking and prospecting, and collaborating with team members to enhance client experience. The role requires a high level of integrity, professionalism, and commitment to learning and growth in the financial advisory field.
Qualifications 4-year degree or equivalent professional work experience Entrepreneurial ambitions History of success in sales, athletics, military, client services, or client-facing roles Legal authorization to work in the US without sponsorship Strong interpersonal and relationship-building skills Sales and client management experience is a plus Ability to work independently and as part of a collaborative team Passion for helping clients achieve financial security
Compensation and Benefits Sales commissions and renewal revenues Monthly KPI bonuses up to $30,000 in first 6 months New-client and client-retention bonuses Health, vision, and dental insurance Company-funded retirement package Group life insurance and disability income insurance Sponsorship and payment for insurance licensing, SIE, Series 7, Series 63, CFP (not a prerequisite for hiring)
Average and Top Performer Income Average - Top 25% Year 1 | $82,000 - $136,000 Year 3 | $103,000 - $202,000 Year 5 | $139,000 - $289,000 Year 10 | $234,000 - $490,000 Year 15 | $341,000 - $790,000
Company Description Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years. We offer a personalized, holistic approach to financial planning, including insurance and investments. Our advisors provide continuous support with leading insights, technology, and digital-first experiences. Managing over $265 billion in assets and trusted by more than 4.5 million people, we offer a wide range of financial services. We are committed to diversity and growth, supporting our financial workforce and professionals nationwide.
Our award-winning 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
Our Accolades Top 5 US Independent Broker-Dealers Unsurpassed financial strength with total company assets of $366 billion Recognized for Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management Fortune 500 company (June 2024) Forbes Best Employers for Diversity (2023) Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023) 2024 Training APEX Award winner
Role Description This is a full-time, on-site role based in Fresno, CA. This role will engage in building and nurturing client relationships, develop personalized financial plans, and provide ongoing financial advice. Daily tasks will include learning and mastering financial planning tools, lead generation through networking and prospecting, and collaborating with team members to enhance client experience. The role requires a high level of integrity, professionalism, and commitment to learning and growth in the financial advisory field.
Qualifications 4-year degree or equivalent professional work experience Entrepreneurial ambitions History of success in sales, athletics, military, client services, or client-facing roles Legal authorization to work in the US without sponsorship Strong interpersonal and relationship-building skills Sales and client management experience is a plus Ability to work independently and as part of a collaborative team Passion for helping clients achieve financial security
Compensation and Benefits Sales commissions and renewal revenues Monthly KPI bonuses up to $30,000 in first 6 months New-client and client-retention bonuses Health, vision, and dental insurance Company-funded retirement package Group life insurance and disability income insurance Sponsorship and payment for insurance licensing, SIE, Series 7, Series 63, CFP (not a prerequisite for hiring)
Average and Top Performer Income Average - Top 25% Year 1 | $82,000 - $136,000 Year 3 | $103,000 - $202,000 Year 5 | $139,000 - $289,000 Year 10 | $234,000 - $490,000 Year 15 | $341,000 - $790,000
Company Description Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years. We offer a personalized, holistic approach to financial planning, including insurance and investments. Our advisors provide continuous support with leading insights, technology, and digital-first experiences. Managing over $265 billion in assets and trusted by more than 4.5 million people, we offer a wide range of financial services. We are committed to diversity and growth, supporting our financial workforce and professionals nationwide.
Our award-winning 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
Our Accolades Top 5 US Independent Broker-Dealers Unsurpassed financial strength with total company assets of $366 billion Recognized for Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management Fortune 500 company (June 2024) Forbes Best Employers for Diversity (2023) Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023) 2024 Training APEX Award winner