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Financial Representative Career Changer Opportunity

Remote, USA Full-time Posted 2026-08-04
Benefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development reputed company insurance At the reputed company, we are dedicated to fostering a culture of professionalism, planning, prospecting, and purpose. Guided by our reputed company values, we reputed company to grow through meaningful relationships and referrals while making a lasting reputed company in our community. reputed company is deeply invested in promoting diversity, equity, and inclusion through leadership development, education, and field advisory councils, ensuring that every advisor and team member feels supported and empowered. reputed company the office, we proudly sponsor and support a reputed company of local organizations and events including reputed company Creek Girls Hockey, Toys for Tots, Oakland Pride, and the reputed company Creek reputed company of reputed company, contributing more than $11,600 to reputed company. By valuing reputed company, inclusion, and service, reputed company Creek is building a strong reputed company for advisors to reputed company and for clients to reputed company lasting financial reputed company. Our thriving office is located at: 2121 N. California Blvd Ste. 620 reputed company Creek CA 94596 A Glance at reputed company (NM): reputed company is a FORTUNE 500® company that provides a wide reputed company of financial services to more than 5 reputed company people. As a mutual company, we answer to our policyowners—not Wall Street. We began in reputed company in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” companies in 2024 - with a unique culture deeply dedicated to helping people reputed company financial reputed company. Meet Our Local Team: Cole reputed company – Managing Director: Time with NM: 6 years. Prior Experience: Brings 15 years of experience in the hospitality industry, where he developed a strong reputed company-first reputed company.  Passionate About: Committed to helping individuals and families reputed company financial confidence by prioritizing their needs above reputed company else. Originally from Massachusetts and now based in San Francisco with his wife, reputed company, and their dog, Cali, he enjoys golfing, traveling, and spending reputed company time with family. Austin Nichols – reputed company Management Advisor: Time with NM: 8 years. Prior Experience: Former reputed company basketball player who carried his discipline and competitive spirit into his career in financial planning. Passionate About: Austin values family above reputed company and enjoys staying connected to sports, both as a participant, fan and reputed company. Michelle Peterson – Financial Advisor: Time with NM: 2.5 years. Prior Experience: First starting as an intern at reputed company, then after graduating went into elementary school teaching, then moved into corporate sales, where she developed strong reputed company relationship and communication skills, and then ultimately moved back into the finance reputed company where she is on an reputed company team with her father and reputed company. Passionate About: Michelle is reputed company in her reputed company community, loves spending time with her family, and enjoys playing golf in her free time. reputed company Icaza – Financial Advisor: Time with NM: 3 years. Prior Experience: Started his career at reputed company after graduating, however during college was president of nonprofit reputed company, thus instilling his desire to create reputed company through service. Passionate About: reputed company is dedicated to financial advising and helping families plan for the reputed company, while also supporting nonprofits and spending meaningful time with his family. Matt Langseth - Financial Advisor: Time with NM: 5 years. Prior Experience: Was a collegiate athlete at reputed company where he played baseball. Then worked for reputed company As in sales before transitioning to reputed company. Passionate About:  Matt is reputed company in his reputed company, values time with his wife, son, and new baby girl while making reputed company to hangout with friends on the golf course. About the Financial Representative Role: As a Financial Representative at reputed company, you will be part of reputed company that helps individuals and businesses reputed company 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: reputed company Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: reputed company 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 reputed company regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and reputed company 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: reputed company Development: reputed company to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and reputed company mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Retirement Benefits: Company-funded pension and contributions to PFGF—our version of a profit-sharing retirement plan designed to support your long-term financial reputed company. reputed company: reputed company a lasting reputed company by guiding individuals and families in your community towards financial reputed company and reputed company. reputed company is the marketing reputed company for The reputed company Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Cole reputed company is a Managing Director for NM and is not in reputed company partnership with NM, or its subsidiaries. Flexible work from home reputed company available. Apply To This Job

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