Talent.com
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
Hace 3 días
Tipo de contrato
  • A tiempo completo
Descripción del trabajo

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.

    Crear una alerta de empleo para esta búsqueda

    Financial Representative Entry Level • Irvine, CA, US

    Ofertas similares
    Entry Level Sales Reps – Flexible Work – Weekly Pay

    Entry Level Sales Reps – Flexible Work – Weekly Pay

    Vector Marketing • Tustin, CA, US
    A tiempo completo +1
    Vector Marketing is running immediate interviews for part-time sales positions.Basic responsibilities include selling our Cutco products through one-on-one presentations. We offer a base pay that is...Mostrar más
    Última actualización: hace 6 días • Oferta promocionada
    Patient Services Representative Medical

    Patient Services Representative Medical

    Camino Health Center • San Clemente, California, US
    A tiempo completo
    Job Description Job Description Primary job function is to work as part of a team to provide high quality, efficient service oriented patient care while demonstrating the health center's core val...Mostrar más
    Última actualización: hace 6 días • Oferta promocionada
    Work from Home - Online Product Support (Entry Level)

    Work from Home - Online Product Support (Entry Level)

    GLOCPA • Ontario, California
    Teletrabajo
    A tiempo completo
    We’re looking for Customer Support Product Testers across the US to work from home and help top brands improve their products before they hit the market.Mostrar más
    Última actualización: hace más de 30 días • Oferta promocionada
    Entry Level Real Estate Sales Agent

    Entry Level Real Estate Sales Agent

    Keller Williams Realty N. Tustin • Yorba Linda, CA, United States
    A tiempo completo
    This opportunity is designed for individuals who want to learn to build a real estate career with clarity, structure, and steady support from the start while earning rewarding commissions.It is a s...Mostrar más
    Última actualización: hace 18 horas • Oferta promocionada • Nueva oferta
    Client Services Representative – Remote - Entry Level

    Client Services Representative – Remote - Entry Level

    Unlock Potential 360 • Chino, CA, us
    Teletrabajo
    A tiempo completo +2
    Quick Apply
    Unlock Potential LLC is hiring entry-level professionals who want to build skills in client communication, virtual consulting, and performance-based work. This is a fully remote role with structured...Mostrar más
    Última actualización: hace 1 día
    Financial Representative

    Financial Representative

    National Life Group - Northern California Agency • Irvine, California, US
    A tiempo completo
    Job Description Job Description Financial Representative - Bilingual in English and Chinese is a plus Are you ready to take control of your career and make a meaningful impact? We are looking fo...Mostrar más
    Última actualización: hace 4 días • Oferta promocionada
    Work At Home Online Entry Level - Remote Focus Group Panelist

    Work At Home Online Entry Level - Remote Focus Group Panelist

    Apex Focus Group LLC • Dana Point, California, United States
    Teletrabajo
    A tiempo parcial
    We're currently looking for individuals across the country to take part in remote paid research, including remote focus groups, product trials, and consumer studies. Earn up to $750 a week in your f...Mostrar más
    Última actualización: hace 6 días • Oferta promocionada
    Customer Service Representative - Remote - 50k-60k / Year

    Customer Service Representative - Remote - 50k-60k / Year

    Spade Recruiting USA • Dana Point, California
    Teletrabajo
    A tiempo completo
    Quick Apply
    We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization. This position will work with multiple clients throughout the day pr...Mostrar más
    Última actualización: hace más de 30 días • Oferta promocionada
    Financial Wellness Expert

    Financial Wellness Expert

    greenpath, inc. • Irvine, California, US
    A tiempo completo
    Job Description Job Description Financial Wellness Expert (Remote) Employment Type : Full-Time, Benefits Eligible Schedule : Evening Shift (Eastern Time) with Biweekly Saturday Rotation Pay Range : ...Mostrar más
    Última actualización: hace 5 días • Oferta promocionada
    Remote Data Entry & Survey Job – Earn Extra Income Online, Up to $25 Per Survey

    Remote Data Entry & Survey Job – Earn Extra Income Online, Up to $25 Per Survey

    Earn Haus • Dana Point, CA, US
    Teletrabajo
    A tiempo completo +1
    We are urgently looking for people interested in taking online surveys for Fortune 500 brands.If you are a self-starter, looking for flexible hours throughout the week, this may be for you! Earn up...Mostrar más
    Última actualización: hace 17 días • Oferta promocionada
    Member Services Representative

    Member Services Representative

    Crunch - SIR Fitness LLC. • San Clemente, California, US
    A tiempo completo
    Job Description Job Description Benefits : • Employee discounts • Free uniforms • Opportunity for advancement • Training & development • Wellness resources MEMBER SERVICE REPRESENTATIVE If youve ...Mostrar más
    Última actualización: hace 6 días • Oferta promocionada
    Financial Representative Entry Level

    Financial Representative Entry Level

    The Fadil Group • Irvine, California, US
    A tiempo completo
    Job Description Job Description Benefits : • Bonus based on performance • Company parties • Dental insurance • Flexible schedule • Health insurance • Opportunity for advancement • Training & devel...Mostrar más
    Última actualización: hace 1 día • Oferta promocionada
    Border Patrol Agent - Entry Level

    Border Patrol Agent - Entry Level

    Customs and Border Protection • San Clemente, California, US
    A tiempo completo
    Border Patrol Agent (BPA) GL-5 / 7 grade levels NEW RECRUITMENT AND RETENTION INCENTIVES!IMPORTANT NOTICE : Duty assignments available at the time of offer may include the Southwest Border, including ...Mostrar más
    Última actualización: hace más de 30 días • Oferta promocionada
    Entry-Level Construction Specialist

    Entry-Level Construction Specialist

    CDM Smith • Rancho Cucamonga, CA, United States
    A tiempo completo
    Entry-Level Construction Specialist.Are you a recent graduate excited to start your career in the construction industry? CDM Smith is looking for motivated individuals to join our vibrant team! Thi...Mostrar más
    Última actualización: hace 6 días • Oferta promocionada
    Customer Service Representative - Insurance Agency (Entry-Level)

    Customer Service Representative - Insurance Agency (Entry-Level)

    Kardar Insurance Agency • Chino Hills, California, US
    A tiempo completo
    Job Description Job Description Are you a friendly, detail-oriented multitasker who loves helping people? Our agency is excited to welcome a Customer Service Representative to our growing team! W...Mostrar más
    Última actualización: hace 6 días • Oferta promocionada
    Entry Level Real Estate Agent Licensed

    Entry Level Real Estate Agent Licensed

    KW Laguna • Laguna Niguel, CA, United States
    A tiempo completo
    Entry Level Real Estate Opportunity Getting started in the right environment can shape everything that follows.This opportunity is for licensed real estate agents who want to learn to grow inside a...Mostrar más
    Última actualización: hace 18 horas • Oferta promocionada • Nueva oferta
    College Financial Representative, Internship Program

    College Financial Representative, Internship Program

    Northwestern Mutual • Irvine, CA, United States
    A tiempo completo +1
    College Financial Representative Internship.College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an int...Mostrar más
    Última actualización: hace 8 horas • Oferta promocionada • Nueva oferta
    Remote Financial Analyst - AI Trainer ($50-$60 / hour)

    Remote Financial Analyst - AI Trainer ($50-$60 / hour)

    Data Annotation • San Clemente, California
    Teletrabajo
    A tiempo completo +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Mostrar más
    Última actualización: hace 21 días • Oferta promocionada