Talent.com
Financial Representative Entry Level
Financial Representative Entry LevelAbell District - Northwestern Mutual • Elk Grove, CA, US
Financial Representative Entry Level

Financial Representative Entry Level

Abell District - Northwestern Mutual • Elk Grove, CA, US
30+ days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Benefits :

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

At Abell District Northwestern Mutual, we are proud to be in a dynamic phase of growth and opportunity, cultivating an environment where driven individuals can build meaningful and lasting careers. With a strong foundation of leadership and a culture rooted in collaboration, we provide the tools, mentorship, and clear pathways for professional development and advancement. Our team is equally passionate about creating impact beyond the office, exemplified by our annual Cure-Funding Golf Classic, which raised over $50,000 last year in support of childhood cancer research. This blend of career growth, community impact, and purpose-driven culture makes Abell District a place where ambitious professionals can truly thrive.

Our thriving office is located at : 1425 River Park Dr, Suite 100, Sacramento, CA

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 policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.

Meet Our Local Team :

Rick Abell, Managing Director :

  • Time with NM : 29 years.
  • Prior Experience : Began his career with Northwestern Mutual immediately after completing his MBA at Clemson University.
  • Passionate About : Rick is a dedicated husband and father to four childrentwo in college and two in high school. He is also passionate about giving back to the community and is proud that his team raised over $50,000 for childhood cancer research through their annual charity golf tournament.
  • Gina Loza, Director of Training, Philanthropy & Events :

  • Time with NM : 23 years.
  • Prior Experience : Worked in PR & Marketing for Chico Performances at CSU, Chico, promoting world music, dance, theater, lecture series, and other performance art.
  • Passionate About : Gina enjoys spending time with her two energetic boys (ages 8 and 6) and their Yellow Lab, Opie. She is a music lover and concertgoer (proud Swiftie!) and stays active as a devoted Peloton rider.
  • Toka Mwondela, Chief Development Officer :

  • Time with NM : 8 and a half years.
  • Prior Experience : Joined Northwestern Mutual right after graduating college and has grown his career ever since.
  • Passionate About : Toka loves sports of all kinds, especially when theres competition involved. He also enjoys riding his motorcycle, exploring the outdoors, spending time with friends and family, and cooking and sharing great food.
  • Jurome Saceda, College Unit Director :

  • Time with NM : Over 2 years.
  • Prior Experience : Worked as a Route Sales Representative with Bimbo Bakeries before transitioning into financial services.
  • Passionate About : Jurome enjoys quality time with his family, playing basketball as captain of his Comp REC and intramurals team, and recently developed a love for golf. He also has a passion for learning new things and connecting with new people.
  • Lars Ronten, Financial Advisor :

  • Time with NM : A little over 2 years.
  • Prior Experience : Served as a financial advisor with Edward Jones and also worked in outside sales.
  • Passionate About : Lars values time with family, playing and watching sports, and enjoying the outdoorsespecially golf. He is active in his community through coaching, volunteering, and local events in Lincoln, CA. He also loves traveling, cooking, and working on home projects.
  • Adam Besana, Growth & Development Director :

  • Time with NM : 6 years.
  • Prior Experience : College student at Chico State (go Wildcats!).
  • Passionate About : Enjoys spending time with his wife and two children. Loves the outdoorshunting, fishing, skiing, boating, and just about anything outside.
  • 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 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.
  • 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.
  • Retirement Benefits : Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future.
  • 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. Rick Abell is a Managing Director for NM and is not in legal partnership with NM, or its subsidiaries.

    Flexible work from home options available.

    Create a job alert for this search

    Entry Level Financial Representative • Elk Grove, CA, US

    Similar jobs
    Diver

    Diver

    US Navy • Stockton, California, United States
    Part-time
    Navy Divers go where few can-into the depths of the sea to execute critical underwater operations that keep the Navy moving and missions on track. From salvaging sunken wreckage and repairing ships ...Show more
    Last updated: 30+ days ago • Promoted
    AT&T Entry Level Account Manager

    AT&T Entry Level Account Manager

    Vincere Marketing Inc • Roseville, CA, US
    Full-time
    Join our dynamic sales team in Sactown! As a AT&T Entry Level Account Manager , you'll connect with local homeowners, showcasing amazing AT&T products and tech! We're seeking a deal-closing pro to ...Show more
    Last updated: 5 days ago • Promoted
    Work from Home - Online Product Support (Entry Level)

    Work from Home - Online Product Support (Entry Level)

    GLOCPA • Elk Grove, California
    Remote
    Full-time
    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.Show more
    Last updated: 30+ days ago • Promoted
    Entry level Civil Engineer - Solid Waste

    Entry level Civil Engineer - Solid Waste

    Civil & Environmental Consultants, Inc. • Gold River, CA, United States
    Full-time
    Entry level Civil Engineer - Solid Waste.As a Civil Engineer for Civil & Environmental Consultants, Inc (CEC), in our Sacramento office, you'll work on civil and environmental engineering projects ...Show more
    Last updated: 1 day ago • Promoted
    Entry Level Financial Services

    Entry Level Financial Services

    Primerica - Winchester, CA • Sacramento, CA, US
    Full-time
    Quick Apply
    Our office is now seeking hardworking individuals who are ready to put in the work, with great attitudes, and a willingness to learn about financial services!. Training bonus Sponsored license...Show more
    Last updated: 30+ days ago
    Entry-Level - Remote Sales Representative

    Entry-Level - Remote Sales Representative

    The McQuade Organization Victor Reyes • Elk Grove, CA, US
    Remote
    Permanent
    Quick Apply
    Position Summary Globe Life is a leading insurance and supplemental benefits provider.In this Sales Representative position, you will help grow our branch, McQuade Organization by engaging new pros...Show more
    Last updated: 4 days ago
    Entry-Level Investment Advisor

    Entry-Level Investment Advisor

    New York Life - Northern California Careers • Roseville, CA, United States
    Full-time
    Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a ...Show more
    Last updated: 6 days ago • Promoted
    Entry-Level Investment Advisor

    Entry-Level Investment Advisor

    New York Life - Northern California • Roseville, California, United States, 95661
    Full-time
    Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a ...Show more
    Last updated: 30+ days ago
    Data Analyst

    Data Analyst

    Quality Talent Group • Florin, California, United States
    Full-time
    Our client is a leading force in advancing safer, smarter AI technology.Their work has been featured in.They have built a global community of expert contributors and have paid more than.No contract...Show more
    Last updated: 18 days ago • Promoted
    Social Work - Correctional Licensed Clinical Social Worker

    Social Work - Correctional Licensed Clinical Social Worker

    Nightingale's List • Stockton, CA, US
    Full-time
    Nightingale's List is seeking a Social Work Correctional Licensed Clinical Social Worker for a travel job in Stockton, California. Job Description & Requirements.Licensed Clinical Social Wor...Show more
    Last updated: 2 days ago • Promoted
    Travel Licensed Social Worker (LSW) - $2,846 per week in Carmichael, CA

    Travel Licensed Social Worker (LSW) - $2,846 per week in Carmichael, CA

    AlliedTravelCareers • Carmichael, CA, US
    Full-time +1
    AlliedTravelCareers is working with Epic Travel Staffing to find a qualified LSW in Carmichael, California, 95608!.This is a travel Social Worker assignment in Carmichael, CA, working days.At Epic ...Show more
    Last updated: 6 days ago • Promoted
    Paralegal - Litigation Defense - General Liability 100% in office- no remote

    Paralegal - Litigation Defense - General Liability 100% in office- no remote

    Haight Brown & Bonesteel • Stockton, CA, US
    Remote
    Full-time
    Haight Brown & Bonesteel LLP’s is seeking a motivated and detail-oriented paralegal for its Orange County (Irvine) office. This position requires a daily commute to our office with no remo...Show more
    Last updated: 15 days ago • Promoted
    Entry Level Account Manager

    Entry Level Account Manager

    Vyzah Inc. • Stockton, CA, United States
    Full-time
    At our company, we are driven by a clear vision : to help small businesses grow by creating effective sales and account management strategies. Every challenge we've faced has been a valuable lesson, ...Show more
    Last updated: 30+ days ago • Promoted
    Clinical Social Worker

    Clinical Social Worker

    California Department of Corrections and Rehabilitation • GALT, California, US
    Full-time
    Position : Clinical Social Worker Increased Salaries are Just the Beginning… The past few years have seen dramatic shifts in the health care landscape. California Correctional Health Care Services (C...Show more
    Last updated: 30+ days ago • Promoted
    Appeals and Grievances Representative, Advanced- CalPERS

    Appeals and Grievances Representative, Advanced- CalPERS

    Blue Cross and Blue Shield Association • Lodi, CA, United States
    Full-time
    Your Role The Appeals and Grievances team receives, documents, investigates, refers, and coordinates grievances, appeals and complaints for our Commercial line of business.The Appeals and Grievanc...Show more
    Last updated: 11 hours ago • Promoted • New!
    Entry-Level Financial Advisor

    Entry-Level Financial Advisor

    New York Life • Sacramento, CA, United States
    Full-time
    Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions.We act with integrity and humanity in all our interactions with our policy ow...Show more
    Last updated: 2 days ago • Promoted
    EPIC Cupid Application Analyst (REMOTE / NO C2C)

    EPIC Cupid Application Analyst (REMOTE / NO C2C)

    Amerit Consulting • Stockton, CA, US
    Remote
    Permanent
    Our client, a Medical Center facility under the aegis of a California Public Ivy university and one of largest health delivery systems in California, seeks an accomplished.EPIC Cupid Application An...Show more
    Last updated: 17 days ago • Promoted
    Remote Financial Representative- Entry Level

    Remote Financial Representative- Entry Level

    Symmetry Financial Group - The Delaney Agency • Sacramento, CA, US
    Remote
    Full-time +2
    Quick Apply
    LifePro Recruitment is hiring entry-level sales professionals who want to start or grow their careers in remote sales.We have qualified leads and step-by-step training to help you succeed in a perf...Show more
    Last updated: 29 days ago