Job Description
Job Description
Job Description
Benefits:
- Substantial First Year Stipend
- Supportive Culture
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Transition Your Real Estate Experience to Financial Services with Northwestern Mutual! Are you a residential or commercial real estate agent interested in exploring a new career path? The Quinlan District of Northwestern Mutual invites real estate professionals to consider how their skills and experiences could align with a career in financial services as a Financial Advisor, offering new opportunities for growth, income potential, and professional impact.
How Real Estate Skills Align with Financial Services: - Relationship Building: Experience cultivating long-term client relationships can be a strong foundation for helping individuals and businesses with financial planning.
- Business Development Experience: Understanding client needs and presenting value-based solutions are important skills in both industries.
- Ownership Mindset: Financial services, like real estate, allows for autonomy and the opportunity to build your own practice, growing at the pace you set forth.
- Market Awareness: Familiarity with economic trends and investments can help in understanding clients financial needs and goals.
For Real Estate Professionals, a Career in Financial Services with Northwestern Mutual Offers: - Residual Income Opportunities: Build a foundation of income where maintaining client relationships can provide ongoing income, without the need to continuously generate new clients to sustain your earnings.
- Income Stability: Your income can be consistent and growing, all 12 months of the year.
- Expanded Client Offerings: Provide clients with a broader range of services, including insurance services, financial planning, wealth management, and investment strategies.
- Flexible Structure: Maintain autonomy while benefiting from structured support and training.
- Market Diversification: Financial services provides opportunities to assist clients across various market conditions.
- Career Development: Access to training, mentorship, and professional development to grow your expertise and career potential, with opportunities to lead and coach others!
About Us: Recognized as the #1 District Network Office in the U.S. for new advisor development and the top Recruiting Team in both 2023 and 2024, we are committed to developing professionals who are driven to make a difference. As a Financial Advisor on our team, youll benefit from an award-winning support system, including expert mentorship, advanced training, and industry-leading technology.
Our mission is:
to create an environment for exceptional performance personally, professionally, and financially built upon a culture of optimism and enthusiasm where every life matters. Located at 11111 Santa Monica Blvd. in Los Angeles, our supportive office provides you with the resources and guidance needed to make a meaningful impact on your clients' livesand to advance your own career.
Learn more about our West LA culture by viewing this video link:
MEET OUR DRIVEN AND CARING LOCAL LEADERS: Craig Quinlan, Managing Director/Financial Advisor:
- How long with NM? Started as an intern at NM in 1986 and became a full-time Financial Advisor upon graduation.
- Previous Experience? Worked in various business development roles during college before joining Northwestern Mutual.
- Passionate Outside of Work? Enjoys spending time with his wife, Renee, their two dogs, and visiting family in Chicago. Hes an avid golfer at Sequoyah Country Club and occasionally enjoys a nice whiskey and cigar.
Ari Simvoulakis, Chief Recruitment Officer:
- How long with NM? Over eleven years; joined in 2013 as a financial representative intern and later joined the recruiting team full-time.
- Previous Experience? Began as an intern at Northwestern Mutual before transitioning into recruiting after graduation.
- Passionate Outside of Work? Enjoys traveling the world to learn about new cultures, is an avid boxer, and recently started weightlifting.
Christian Katzman, Financial Advisor:
- How long with NM? A little over six months.
- Previous Experience? Served in the US Marine Corps, earned a BA in International Finance from USC, and an MBA from Pepperdine. Most recently served as Vice President at MUFG in the financial industry.
- Passionate Outside of Work? Active in his community, coaching his son's football games, hosting networking events, and serving on local boards. A foodie who travels internationally each year to explore new cuisines.
Laura DiFiglio, CFP, ChFC, Financial Advisor:
- How long with NM? Almost four years; recently nominated for the Inspirational Women Forum and Leadership Award by the LA Times.
- Previous Experience? Nearly a decade in the entertainment/production industry as a camera assistant.
- Passionate Outside of Work? A creative with a passion for the arts, enjoys outdoor activities and traveling to visit friends and family.
Key Responsibilities of a Financial Advisor: - 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.
- 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.
Additional Position Perks: - Opportunity for a substantial first year stipend to support your transition
- Significant bonus opportunity commensurate with outcomes
- Dental insurance
- Health insurance
- Life insurance
- Retirement plan
- Vision insurance
Licensing and Education Requirements: - Bachelor's Degree (strongly preferred)
- Ability to quickly obtain state and FINRA licensing
Join Us: Build Your Next Chapter with Northwestern Mutual! Whether your background is in residential sales, commercial brokerage, or property management, your skills and drive may align well with a career in financial services. Northwestern Mutual offers a collaborative environment where professionals can develop and grow, working alongside a supportive team with resources to guide your success.
Explore how your real estate experience could translate into a fulfilling career in financial services. Lets connect and discuss the possibilities.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Craig Quinlan is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Job Tags
Full time, Local area, Work from home, Outdoor, Flexible hours,