Sales Representative Entry Level

Overview

At the Walnut Creek office of Northwestern Mutual, we cultivate a professional environment built on strategic planning, proactive prospecting, and purposeful service. Our core values guide us toward growth through meaningful relationships and referrals, while delivering a lasting positive impact on the community. We are committed to diversity, equity, and inclusion through leadership development, education, and field advisory councils, ensuring every advisor and team member feels supported and empowered. Beyond the office, we actively sponsor and support local organizations and events, including Walnut Creek Girls Hockey, Toys for Tots, Oakland Pride, and the Walnut Creek Chamber of Commerce, contributing more than $11,600 to community initiatives. By emphasizing growth, inclusion, and service, our Walnut Creek team is building a strong foundation for advisors to thrive and for clients to achieve lasting financial security.

Our thriving office is located at: 2121 N. California Blvd Ste. 620 Walnut Creek, CA 94596.

Benefits

• Performance-based bonus
• Company-sponsored events and parties
• Dental insurance
• Flexible work schedule
• Health insurance
• Opportunity for advancement
• Training and development opportunities
• Vision insurance

Company and Community Overview

Northwestern Mutual is a Fortune 500 company delivering a wide range of financial services to more than five million people. As a mutual company, we serve policyowners rather than shareholders. Founded in Wisconsin in 1857, we are recognized by Fortune as one of the “World’s Most Admired” companies in 2024, reflecting a culture dedicated to helping people achieve financial security.

Meet Our Local Team

• Cole Barrett – Managing Director

  Time with Northwestern Mutual: 6 years

  Prior Experience: 15 years in the hospitality industry, fostering a client-first mindset

  Passionate About: Helping individuals and families achieve financial confidence by prioritizing their needs above all else

  Background: Originally from Massachusetts; based in San Francisco with his wife, Cara, and their dog, Cali. Enjoys golfing, traveling, and spending time with family.

• Austin Nichols – Wealth Management Advisor

  Time with Northwestern Mutual: 8 years

  Prior Experience: Former professional basketball player, bringing discipline and a competitive spirit to financial planning

  Passionate About: Family and staying connected to sports as a participant, fan, and coach

• Michelle Peterson – Financial Advisor

  Time with Northwestern Mutual: 2.5 years

  Prior Experience: Interned at Northwestern Mutual; taught elementary school; moved into corporate sales; now part of an ensemble team with her father and brother

  Passionate About: Active in her church community, enjoys time with family, and golfing

• Alex Icaza – Financial Advisor

  Time with Northwestern Mutual: 3 years

  Prior Experience: Began career at Northwestern Mutual after graduation; during college served as president of nonprofit groups

  Passionate About: Financial planning for families, supporting nonprofits, and spending meaningful time with family

• Matt Langseth – Financial Advisor

  Time with Northwestern Mutual: 5 years

  Prior Experience: Collegiate athlete at Cornell University; played baseball; worked in athletic sales before joining Northwestern Mutual

  Passionate About: Active in his church; values time with his wife, son, and newborn daughter; enjoys golfing with friends

About the Financial Representative Role

As a Financial Representative, you will be part of a team that