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Job description
Job DescriptionJob DescriptionBenefits: n
nBonus based on performance
nCompany parties
nDental insurance
nFlexible schedule
nHealth insurance
nOpportunity for advancement
nTraining & development
nVision insurance
n nReady to turn your experience into something more meaningful? At Northwestern Mutual – Monterey District, our vision is rooted in building a culture of highly educated, integrated advisors who are committed to growing themselves and their clients with intention. With a strong emphasis on planning and a mission to create lasting financial security, we are proud to be part of a Top 10 Network Office recognized for recruiting and developing new advisors. Our culture is defined by family, growth, and community impact. We partner with local organizations that align with our values, investing in initiatives that promote , equity, and , while also providing advisors with resources to connect meaningfully with their communities.
nWhy Career Changers Could Thrive Here: n
nYou already have what it takes, people skills, perseverance, and a desire to make a difference.
nWe provide the training, mentorship, and professional licensing support to help you confidently transition into financial services.
nYou’ll be surrounded by a team that’s walked the same path, people who once coached, built, designed, or taught before building their own financial practices.
n nOur thriving office is located at: 479 Pacific St, Ste 1, Monterey, CA 93940
nA Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin 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 achieve financial security.
nMeet Our Local Team:
nAnthony Ivancich – Managing Director: n
nTime with NM: 14 years.
nPrior Experience: Anthony studied Finance at Sonoma State University, where he enjoyed playing pick-up basketball and being active in the SAE fraternity. Unsure of his career path after college, a referral from his wife’s uncle to a Northwestern Mutual advisor set him on a rewarding journey that has grown into a long-term career.
nPassionate About: Anthony is deeply committed to his community and faith. He actively volunteers at Calvary Monterey and supports organizations such as Fellowship of Christian Athletes, Tri-Valley Seek and Save, and 360 Serve. He loves traveling, spending time with his family, and is also a proud San Francisco 49ers fan.
n nSarah Willson – Financial Representative: n
nTime with NM: 8 months.
nPrior Experience: Born and raised in Aptos, California, Sarah began her academic journey at Cabrillo Community College before transferring to CSU Monterey Bay, where she earned her bachelor’s degree in Mathematics. After graduation, she began her career in the banking industry before transitioning into financial services.
nPassionate About: Sarah enjoys spending quality time with her family and friends and lives a very active lifestyle. She regularly participates in CrossFit competitions, snowboards in the winter, and enjoys relaxing with Netflix during her downtime.
n nChandler Sanguinetti – Associate Financial Advisor: n
nTime with NM: 3 years.
nPrior Experience: Originally from Stockton, Chandler moved to Aptos to attend Cabrillo Community College before transferring to CSU Monterey Bay, where he earned a bachelor’s degree in Business Administration. He began his Northwestern Mutual journey as a college and has since grown into a full-time advisor.
nPassionate About: Chandler is passionate about giving back through his role as treasurer of The Jackson 3 Foundation, a nonprofit that supports children who have lost a parent or guardian. He also loves spending time with family and friends, traveling, golfing, and playing baseball. A country music enthusiast, he proudly roots for the San Francisco Giants and the Raiders.
n nAbout the Role: As a Financial Planner 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.
nKey Responsibilities: n
nClient Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
nFinancial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
nInsurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
nOngoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
nNetworking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
n nQualifications: n
nEducation: A bachelor's degree in finance, business, or a related field is .
nExperience: Previous experience in financial services, insurance or business development is beneficial but not required.
nSkills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
nLicenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
n nBenefits: n
nProfessional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
nIncome Potential: Competitive compensation structure including performance incentives, with no ceiling.
nSupport and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
nWork-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
nImpact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
n n Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Anthony Ivancich is a Managing Director for NM and is not in legal partnership with NM, or its subsidiaries.
Worksite address
monterey, CA, 93941, US
Who can apply
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