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Financial Representative Entry Level
Financial Representative Entry LevelThe Fadil Group • Irvine, CA, US
Financial Representative Entry Level

Financial Representative Entry Level

The Fadil Group • Irvine, CA, US
30+ days ago
Job type
  • Full-time
Job description
Benefits:
  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance

At The Fadil Group of Northwestern Mutual, you’ll be joining a team committed to developing professionals who want to grow their impact through meaningful work, strong relationships, and a collaborative culture. Guided by experienced leadership and a people-first approach, the team emphasizes mentorship, accountability, and continuous development while creating an environment where individuals are supported in building successful, purpose-driven careers. The Fadil Group takes pride not only in professional growth but also in giving back, actively supporting organizations such as NEGU and Alex’s Lemonade Stand as part of their commitment to making a difference beyond the office. To get a deeper look at the team’s culture and day-to-day environment, candidates are encouraged to explore their culture video: https://www.youtube.com/watch?v=0ub8pClYJ6c.

Our growing district office is located at: 18575 Jamboree Rd Irvine CA 92612


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 - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.

Meet some of our team:


Alex Fadil, Chief Development Officer & Managing Director:
  • Time with NM: Since 2009
  • Previous experience: Began his Northwestern Mutual career as an intern and has grown within the organization for 16 years, advancing into leadership through hands-on development, mentorship, and a deep understanding of the firm’s culture and growth model.
  • Passionate about: Spending time with his family, including his wife and two children, traveling, exploring fine dining, skiing, and creating meaningful experiences with those closest to him.
Samantha Mayer, Director of Career Development:
  • Time with NM: Since 2023
  • Previous experience: Built her professional foundation in the apparel licensing industry before transitioning to Northwestern Mutual, bringing strong relationship-building skills and a creative, people-focused approach to career development.
  • Passionate about: Working out, traveling, discovering new coffee shops, spending time at the beach, snowboarding, and attending country concerts.
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.

Watch this video to hear about a day in the life as an Orange County Northwestern Mutual Advisor: https://www.youtube.com/watch?v=tar1BSa7Gaw

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: Bachelor's Degree is strongly preferred or military equivalent.
  • 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.
  • 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. Alex Fadil is a Managing Director for NM and is not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.

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Financial Representative Entry Level • Irvine, CA, US

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