Entry - Level Financial Representative

Job Description

Job Description

At Salinas Financial Group, we are a "people first" organization committed to providing best-in-class integrative financial planning to families and small businesses across the country, with a strong focus on our Southern California communities. Our team of 50 full-time advisors manages over $250 million in client assets and consistently produces $5 million in premium production. Led by a dynamic team of three Market Leader GDDs, four Field Directors, and two CUDs, we attract 25 full-time advisors and 25 CFRs each year. Through growth, abundance, intentionality, and service, our mission is to inspire others to dream courageously and live with purpose.

Our vision is rooted in the belief that by reflecting our market, we can better serve it. Santa Monica and Southern California are home to a diverse and vibrant population, and we are committed to supporting these communities through affinity groups, active outreach, and increased representation among our advisors.

As one of the fastest-growing district offices in Northwestern Mutual (NM), we take immense pride in our growth, both in terms of production and recruitment. Our success is a testament to our world-class Managing Director and a talented, dedicated leadership team. Additionally, we are passionate about giving back to our community, with a focus on supporting local charities like Alex's Lemonade Stand.

Our thriving office is located : 2800 28th St, Suite #327 Santa Monica CA 90405

Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor : https : / / youtu.be / tar1BSa7Gaw

Meet Some of Our Local Leaders, the Heartbeat of Our Business :

Devin Salinas - Managing Director :

• How long with NM? Joined in 2009 as an intern and became a full-time Financial Representative in 2010.
• Prior Experience? Studied Finance and Economics at Linfield College and was a top-producing intern. Consistent Lives Leader Summit qualifier since 2012.
• Passionate About? Devin enjoys working with entrepreneurs and retirement clients. Outside of work, hes a girl dad, husband, and Ironman All World Athlete.

Kyle Billings Director of Development :

• How long with NM? Joined in January 2022 and promoted to Director of New Advisor Development within 3 months.
• Prior Experience? Background in journalism, marketing, and an MBA from Pepperdine. Previously worked in luxury goods and marketing roles.
• Passionate About? Kyle enjoys mentoring and led his team to #1 nationwide. Hes also an Advanced Sommelier and studying for his CFP.

Ulises Leach - Lead Recruiter :

• How long with NM? Joined in November 2022 as a recruiter in Santa Monica.
• Prior Experience? Served 4 years in the U.S. Navy and graduated from UCLA in 2020. Focused on helping veterans transition to civilian careers.
• Passionate About? Ulises enjoys helping people pivot their careers to Northwestern Mutual. Outside of work, he loves spending time with his fianc, two dogs, and attending LA sporting events.

Erik Gutierrez - Field Director :

• How long with NM? Joined in 2020.
• Career Accolades? Quickly grew his practice, earning awards like Pacesetter 40 and qualifying for FastTrack Academy.
• Passionate About? Erik is an athlete with a background in baseball and enjoys golf, pickleball, and community involvement.

Eric Cho Financial Representative :

• How long with NM? Joined in August 2024 and has quickly shown dedication and ambition.
• Early Career Acceleration? Berkeley graduate from an entrepreneurial family, already setting leadership goals and building enterprise value.
• Passionate About? Eric is committed to building a lasting financial practice and helping clients achieve their financial goals while balancing family life.

Dominique Jackson Field Director :

• How long with NM? Has been with NM since the start of her career.
• Career Accolades? Top-producing new advisor, FastTrack Academy qualifier, and early leadership advancement.
• Passionate About? Dominique loves traveling and making an impact and has helped build one of the top district offices in California.

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 :
• Retirement
• 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. Devin Salinas is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.