What are the responsibilities and job description for the Outside Representative - Seeking Former Educators/Coaches position at Salinas Financial Group?
Job Description
Job Description
Benefits :Transition Your Teaching and / or Coaching Skills into Financial Services :
- Leverage Your Communication Expertise : Public and private educators and coaches excel in financial services because they have the confidence and communication skills needed to guide clients through important decisions that can shape their financial futures.
- Build Lifelong Relationships : While educators / coaches often lose touch with students and athletes as they move into new life stages, financial services allow you to maintain close, long-term relationships with clients, helping them at every stage of life.
- See the Impact of Your Work : Just as youve witnessed the difference you made in the classroom and on the field, this career offers the chance to see how your guidance positively affects clients lives, both now and in the future.
- Achieve Greater Rewards : Transitioning into financial services can offer not only a more rewarding career path but often greater financial opportunities as well.
- Mission : To inspire individuals to dream courageously and live with purpose by providing exceptional financial planning to families and small businesses in Southern California.
- Vision : To better serve our diverse market by reflecting the communities of Santa Monica and Southern California through active outreach and increased advisor representation.
- Values : A commitment to growth, abundance, and service, with a focus on community support through charitable initiatives.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- Educate clients on financial planning and insurance options.
- Provide excellent customer service and build lasting relationships.
- Collaborate with a local supportive team.
- Strong communication and interpersonal skills.
- Goal-oriented with a desire to succeed.
- Life insurance license and FINRA certifications (or willingness to obtain).
- Significant bonus opportunity commensurate with outcomes
- Dental insurance
- Health insurance
- Life insurance
- Retirement plan
- Vision insurance
- Ongoing professional development
- Local culture of support and positive recognition
Salinas Financial Group Mission / Vision / Values :
Meet Our Local Leaders :
Devin Salinas - Managing Director :
Kyle Billings Director of Development :
Ulises Leach - Lead Recruiter :
Erik Gutierrez - Field Director :
Eric Cho Financial Representative :
Dominique Jackson Field Director :
About Us : Salinas Financial Group- Northwestern Mutual Santa Monica is 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 Southern California. 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 leadership team, including three Market Leader GDDs, four Field Directors, and two CUDs, we attract 25 full-time advisors and 25 CFRs each year. As one of the fastest-growing district offices in the company, we take pride in our growth, both in production and recruitment. Our mission is to inspire others to dream courageously and live with purpose, and we actively support our local communities through affinity groups and charitable initiatives such as Alexs Lemonade Stand.
Follow this link to hear why Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual : https : / / youtu.be / 7SlQuS7AOgQ
Position Responsibilities for a Financial Representative :
Position Requirements :
Position Perks :
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.
