Walnut Creek - Northwestern Mutual
Financial Representative – Business Development Focus
Full Time • Hybrid - US
Benefits:
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Transition Your Business Development Skills into a Career in Financial Services with Walnut Creek - Northwestern Mutual!
Your ability to build relationships, understand client needs, and deliver tailored solutions could make you an ideal fit for a rewarding career in financial services. We are seeking business development and client-facing professionals with backgrounds in industries such as insurance, auto, advertising, pharmaceuticals, medical equipment, P&C, logistics, real estate, telecom/IT, industrial equipment, or media.
- Leverage Your Client-Facing Expertise: Your background in business development or consulting has given you strong communication and negotiation skills. In financial services, you could use those same strengths to educate clients, guide decision-making, and build long-term trust.
- Build Meaningful Relationships: Just as you’ve cultivated strong client partnerships in your previous roles, this career could offer the opportunity to create lifelong connections while supporting clients through every stage of their financial journey.
- See the Impact of Your Work: In business development, you’ve helped organizations and individuals achieve growth. In this role, you could see the direct impact of your guidance as families and communities gain lasting financial security.
- Unlock Unlimited Earning Potential: A career in financial services could provide significant earning opportunities, along with a clear path for professional growth and leadership.
Our thriving office is located at: 2121 N. California Blvd Ste. 620 Walnut Creek CA 94596
Meet Our Local Team:
Rachel Moniz – Managing Director:
- Time with NM: 17 years.
- Prior Experience: Rachel had a career in financial services at a previous company, managing the Global Privacy Breach Notification Program before transitioning to Northwestern Mutual, where she has been a strong leader and mentor.
- Passionate About: Dedicated to women’s rights and focused on building an inclusive, purpose-driven culture that helps people thrive both personally and professionally. She values spending time with her two daughters.
Austin Nichols – Wealth Management Advisor:
- Time with NM: 8 years.
- Prior Experience: Former professional basketball player who carried his discipline and competitive spirit into his career in financial planning.
- Passionate About: Austin values family above all and enjoys staying connected to sports, both as a participant, fan and coach.
Michelle Peterson – Financial Advisor:
- Time with NM: 2.5 years.
- Prior Experience: First starting as an intern at Northwestern Mutual, then after graduating went into elementary school teaching, then moved into corporate sales, where she developed strong client relationship and communication skills, and then ultimately moved back into the finance space where she is on an ensemble team with her father and brother.
- Passionate About: Michelle is active in her church community, loves spending time with her family, and enjoys playing golf in her free time.
Alex Icaza – Financial Advisor:
- Time with NM: 3 years.
- Prior Experience: Started his career at Northwestern Mutual after graduating, however during college was president of nonprofit groups, thus instilling his desire to create impact through service.
- Passionate About: Alex is dedicated to financial advising and helping families plan for the future, 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 Cornell University where he played baseball. Then worked for the Athletic As in sales before transitioning to Northwestern Mutual.
- Passionate About: Matt is active in his church, values time with his wife and son, while making sure to hangout with friends on the golf course.
Position Responsibilities for a Financial Advisor:
- Educate clients on financial planning and insurance options.
- Provide excellent customer service and build lasting relationships.
- Collaborate with a local supportive team.
Position Requirements:
- Strong communication and interpersonal skills.
- Goal-oriented with a desire to succeed.
- Life insurance license and FINRA certifications (or willingness to obtain).
Benefits:
- Professional Development: Access 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 experienced 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 future.
- 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. Rachel Moniz is a Managing Director of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Compensation: $82,000.00 - $108,000.00 per year
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Industry Leading Compensation
Mentorship Program offering new agents the necessary fundamentals
Ongoing Specialized Training
Dedicated In-House Administrative Support
Career Advancement Opportunities
Company Full of Successful Leaders
Collaboration with highly productive peers