Financial Representative (Sales Emphasis)

Financial Representative (Sales-Focused)

Northwestern Mutual – Orange County

Position Overview

At Northwestern Mutual Orange County, our Financial Representatives are entrepreneurial sales professionals who build long-term relationships while helping clients achieve financial security. This is a business development and consultative sales role focused on acquiring new clients, identifying financial needs, and delivering customized solutions in insurance, investments, retirement planning, and wealth management.

Successful candidates are highly motivated, competitive, and passionate about helping individuals, families, and business owners make informed financial decisions.

What You'll DoDrive New Business Growth

• Prospect and develop a pipeline of qualified clients through networking, referrals, community involvement, and professional relationships.
• Conduct outreach through phone calls, email campaigns, social media, and in-person meetings.
• Generate new client opportunities and consistently achieve sales and production goals.

Build Strong Client Relationships

• Meet with clients to understand their financial goals, priorities, and concerns.
• Develop personalized financial strategies designed to help clients accumulate, protect, and distribute wealth.
• Provide ongoing service and relationship management to deepen client engagement and expand household relationships.

Deliver Comprehensive Financial Solutions

• Present recommendations related to:
• Life Insurance
• Disability Income Insurance
• Long-Term Care Planning
• Retirement Planning
• Investment Strategies
• Estate and Business Planning Solutions
• Guide clients through the implementation process and ongoing reviews.

Operate as a Business Owner

• Manage personal marketing, prospecting, and sales activities.
• Track performance metrics and maintain an active sales pipeline.
• Continuously develop your professional network and personal brand within the Orange County community.

Desired Qualifications

• Strong interest in sales, business development, or relationship management.
• Demonstrated success in sales, athletics, leadership, entrepreneurship, customer service, or other performance-driven environments.
• Excellent communication, presentation, and interpersonal skills.
• Self-motivated with a high level of personal accountability.
• Bachelor's degree required
• Ability to obtain state insurance and securities licenses. (state insurance licensing, and Series 6 or 7, 63 and SIE)

Compensation & Career Growth

• Performance-based compensation with uncapped earning potential.
• Comprehensive training, mentorship, and leadership development.
• Opportunities to build a long-term practice and advance into leadership roles.
• Access to a nationally recognized financial planning platform and support team.

No prior financial services experience is required. Northwestern Mutual Orange County provides licensing sponsorship, professional training, mentorship, and sales development resources to help motivated professionals transition into a rewarding career in financial services and wealth management. Candidates with backgrounds in sales, athletics, business development, hospitality, real estate, recruiting, and leadership roles are strongly encouraged to apply.

Why Northwestern Mutual Orange County?

Northwestern Mutual Orange County provides the training, coaching, and resources needed to build a successful financial services practice while making a meaningful impact on the lives of clients. This opportunity is ideal for ambitious professionals seeking a career that combines relationship-building, entrepreneurship, and sales excellence.

Ideal candidates: former athletes, sales professionals, business development representatives, recruiters, real estate professionals, mortgage professionals, insurance agents, and entrepreneurs looking for a high-income, relationship-driven career.

Pay: From $150,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Paid training
• Parental leave
• Retirement plan

Education:

• Bachelor's (Required)

Ability to Commute:

• Irvine, CA 92612 (Preferred)

Work Location: In person