Financial Representative - Bilingual Preferred

Benefits:

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

Join the Winning Team at Beer Financial Group!

Are you bilingual and deeply connected to your local community? Join Beer Financial Group as a Financial Representative and explore the opportunity to serve and build lasting relationships with a diverse, multilingual client base.

Our growing network office is located:

• Immersive in-person culture offered at 21800 Oxnard Street, Suite 800, Woodland Hills 91367, CA
• Remote representatives serving Greater Palm Desert, CA
• The expectation is to be in the office at least three days per week

Financial Representatives at Beer Financial Group offer expert advice and innovative solutions to address the diverse financial needs of both individuals and businesses. Their comprehensive services cover retirement planning, insurance and investment strategies, estate planning, business planning, education funding, and employee benefits. With a strong focus on understanding each client’s unique goals and aspirations, they work closely with clients to develop personalized financial strategies that are designed to set them on a path toward long-term financial success and security.

Check this link out to hear about the type of care we provide: https://youtu.be/F1hDE1zagx8?si=l4Bqw-rdpiDd08qu

Why Bilingual Leaders Can Thrive Here:
Meet some of our local team:

Christopher Ardoin - Financial Advisor, Director of Early Productivity:

• How long with NM? Joined Northwestern Mutual in October 2010.
• Prior Experience? Former collegiate swimmer and team captain at Cal State Northridge; recognized for reaching 100 lives for 7 years and consistent New Client bonuses.
• Passionate About? Coaching advisors, family time with his wife and daughters, and cheering on Bay Area sports teams (Golden State Warriors and San Francisco Giants!).

Mitchell Beer - Managing Partner:

• How long with NM? Joined Northwestern Mutual in 1989, serving as Managing Partner since January 2006.
• Prior Experience? Started as a full-time financial representative in Princeton, NJ; held leadership roles as College Unit Director and Field Director, leading his units to national and regional achievements.
• Passionate About? Building high-performing teams and supporting financial representatives in achieving excellence.

Rojia Rashidfarrukhi - Chief Recruitment Officer:

• How long with NM? Joined Northwestern Mutual in January 2020.
• Prior Experience? Holds an MBA in leadership from Pepperdine University and has over 15 years of community volunteer experience.
• Passionate About? Community enrichment, empowering individuals in career growth, and her love for soccer (GO Argentina!), painting, hiking, and coffee.

Janice Brodin - Financial Advisor, Growth Development Director:

• How long with NM? Joined Northwestern Mutual in 2008.
• Prior Experience? Holds a degree in Business and Financial Management, CLF® leadership designation, and is pursuing her RICP®.
• Passionate About? Coaching and developing advisors, financial planning, and enjoying an active lifestyle with her husband and furry friends.

Nathan Choe - Financial Advisor, Growth Development Director:

• How long with NM? Joined Northwestern Mutual in 2016.
• Prior Experience? Former teacher with a specialization in financial planning for teachers, engineers, attorneys, and doctors.
• Passionate About? Client education, building client relationships across 27 states, and mentoring new advisors.

Key Responsibilities: As a Financial Representative, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations. You will also be expected to commute to our local office at least 3 days a week.

Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: https://youtu.be/xkcAILqGa98?si=skXQvcyW6TSYsnR1

Required Skills: BA or BS degree from a four-year institution is preferred. The candidate must be an accomplished communicator with strong verbal and written skills. Prior sales and/or business experience preferred. Strong interpersonal and communication skills, self-motivated, demonstrated history of personal and professional success, high standard of ethics.

Preferred Skills and Experience:

• Bilingual
• Passionate about Business and Finance

Benefits:

• Exceptional income potential
• Leadership opportunities
• Extensive training and development; mentorship provided
• Sponsorship of Licenses: FINRA, series 6, series 7, series 63, series 65, series 66, life and health insurance license
• Development stipends
• Expense allowance
• Comprehensive medical coverage
• Two company funded retirement plans: a traditional pension plan and a defined contribution plan
• Group life and disability income insurance

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Mitchell Beer is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.