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Entry Level Financial Specialist
Entry Level Financial SpecialistBeer Financial Group • Woodland Hills, CA, US
Entry Level Financial Specialist

Entry Level Financial Specialist

Beer Financial Group • Woodland Hills, CA, US
[job_card.30_days_ago]
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  • [job_card.full_time]
[job_card.job_description]

Benefits :

  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance

At Beer Financial Group (BFG), we’re driven by a vision of impacting lives today and for generations to come. Our representatives play a vital role in helping clients achieve financial security, empowering them through education, motivation, and consistent support to reach their goals and improve their lives tenfold. As a valued member of our team, you’ll benefit from a top-tier support system with expert mentoring, advanced training, and cutting-edge technology—all supported by Northwestern Mutual, a Fortune 500-ranked company with an Aaa rating from Moody's and a leadership position in total dividend payouts in the billions of dollars paid annually.

Joining BFG means stepping into an inclusive, growth-oriented environment, where you’ll feel valued and empowered to pursue both personal and professional goals. Our commitment to making a difference extends beyond finance; we're proud supporters of Alex's Lemonade Stand in the fight against childhood cancer. With our reputation as a top-20 office in Diversity and Inclusion and a path to financial independence, including the potential to earn $150,000+ in your first year, you’ll have the tools, freedom, and support to make a profound impact on your clients and your career.

Our growing network office is located :

  • Immersive in-person culture offered at 21800 Oxnard Street, Suite 800, Woodland Hills 91367, CA
  • Remote representatives serving Greater Palm Desert, CA
  • The expectation is to be in the office at least three days per week
  • Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor : https : / / youtu.be / tar1BSa7Gaw

    A Glance at Northwestern Mutual (NM) :

    Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies, with a unique culture deeply dedicated to helping people achieve financial security.

    Meet Some of Our Local Leaders, the Heartbeat of Our Business :

    Mitchell Beer - Managing Partner :

  • How long with NM? Joined Northwestern Mutual in 1989, serving as Managing Partner since January 2006.
  • Prior Experience? Started as a full-time financial representative in Princeton, NJ; held leadership roles as College Unit Director and Field Director, leading his units to national and regional achievements.
  • Passionate About? Building high-performing teams and supporting financial representatives in achieving excellence.
  • Rojia Rashidfarrukhi - Chief Recruitment Officer :

  • How long with NM? Joined Northwestern Mutual in January 2020.
  • Prior Experience? Holds an MBA in leadership from Pepperdine University and has over 15 years of community volunteer experience.
  • Passionate About? Community enrichment, empowering individuals in career growth, and her love for soccer (GO Argentina!), painting, hiking, and coffee.
  • Christopher Ardoin - Financial Advisor, Director of Early Productivity :

  • How long with NM? Joined Northwestern Mutual in October 2010.
  • Prior Experience? Former collegiate swimmer and team captain at Cal State Northridge; recognized for reaching 100+ lives for 7 years and consistent New Client bonuses.
  • Passionate About? Coaching advisors, family time with his wife and daughters, and cheering on Bay Area sports teams (Golden State Warriors and San Francisco Giants!).
  • Janice Brodin - Financial Advisor, Growth Development Director :

  • How long with NM? Joined Northwestern Mutual in 2008.
  • Prior Experience? Holds a degree in Business and Financial Management, CLF® leadership designation, and is pursuing her RICP®.
  • Passionate About? Coaching and developing advisors, financial planning, and enjoying an active lifestyle with her husband and furry friends.
  • Nathan Choe - Financial Advisor, Growth Development Director :

  • How long with NM? Joined Northwestern Mutual in 2016.
  • Prior Experience? Former teacher with a specialization in financial planning for teachers, engineers, attorneys, and doctors.
  • Passionate About? Client education, building client relationships across 27 states, and mentoring new advisors.
  • About the Role :

    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 Attraction / Development : 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 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.
  • Opportunity for a substantial first year stipend.
  • 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.
  • Impact : Make a lasting impact by guiding individuals and families in your community towards financial security and success.
  • Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Mitchell Beer is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

    Flexible work from home options available.

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    Entry Level Financial Specialist • Woodland Hills, CA, US

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