Benefits:

Retirement

Bonus based on performance

Company parties

Competitive salary

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Join the Baron Network – Northwestern Mutual of West LA

Follow this link see what makes our West LA office culture so unique and exciting: https://youtu.be/i_gyFnbWQTY

At the Baron Network, we don’t just create financial plans—we change lives. As a leading office within Northwestern Mutual, we are driven by a vision to become the #1 network office in the country by 2028, setting the standard for ethics, education, professionalism, and performance in the wealth management industry. Our prestigious reputation attracts the brightest talent, and our nationally acclaimed internship program helps shape future leaders and top advisors.

Our diverse, inclusive, and innovative culture fuels creativity, connection, and exponential growth. With a focus on mentorship, collaboration, and multi-generational client success, we provide an unparalleled platform for advisors to thrive. Join us, and be part of a dynamic team where victories are celebrated, ideas are valued, and the opportunity to build a lasting legacy is at your fingertips.

About Our Office:

Our growing network office is located in the heart of West Los Angeles at 11111 Santa Monica Blvd, offering convenient access to major highways, vibrant neighborhoods, and local amenities. With panoramic views and a professional, modern workspace, it provides the perfect environment for financial professionals seeking both productivity and inspiration.

Role Overview:

This is a client services and administrative support role, ideal for candidates with experience in client-facing or operational roles such as client service associates, executive assistants, legal assistants, or administrative professionals. Licensing in Life/Health Insurance in California is preferred but not required to apply.

Insurance Support: Manage the business flow by reviewing applications, overseeing underwriting, and ensuring accuracy throughout the sales process.

Client Service: Act as a liaison between the advisor, home office, underwriters, and clients, resolving service requests like payment issues, policy updates, and inquiries.

Administrative Management: Maintain client and policy data in the CRM, manage calendars, schedule meetings, and ensure smooth daily office operations.

Organizational Excellence: Ensure compliance and efficiency while supporting office functions and contributing to a well-organized environment.

This role is ideal for individuals with strong organizational skills, the ability to thrive in fast-paced, deadline-driven environments, and a desire for broad responsibilities with growth potential.

Benefits:

A competitive base salary commensurate to experience

Benefits offered

Profit-sharing plan

Employer-sponsored licensing, professional development, and education opportunities

Paid vacation, sick, and holiday pay

Meet Our Local LA Leaders – The Heartbeat of Our Business

Juan Baron – Managing Partner:

How Long with NM? 19 years, started in 2005 while in college.

Prior Experience: Northwestern Mutual – financial services.

Personal Interests: Serves on boards, active in YPO, lives in Pacific Palisades, and chairs the finance committee at Our Lady of Malibu Catholic Church.

Craig Quinlan – Managing Director:

How Long with NM? 38 years, started as an intern in 1986.

Prior Experience: Northwestern Mutual – financial services.

Personal Interests: Serves on the Advisory Board for Alex’s Lemonade Stand Foundation and leads the Walnut Creek and Redwood City offices.

Aristea Simvoulakis – Chief Recruiting Officer:

How Long with NM? 10 years, began as a Financial Representative Intern.

Prior Experience: Northwestern Mutual – recruiting and talent development.

Personal Interests: Lives in West LA with her cat, enjoys traveling, and spends time with friends and family.

Patricia Isaak – Director of Marketing/Business Affairs:

How Long with NM? 8 years, with two stints from 2006–2009 and 2020–present.

Prior Experience: 25 years in HR across industries, including entertainment, education, and healthcare.

Personal Interests: Holds a BSBA and HR designation from UCLA; enjoys cheering on her three children at soccer matches.

Qualifications

Willingness to work full time at our convenient West LA office

Bachelor’s degree (preferred)

2-5 years of professional experience, ideally in the insurance or financial services industry

Proficient in MS applications (Excel, Word, Outlook)

Strong interpersonal, written, and verbal communication skills

High sense of urgency with the ability to meet deadlines

Highly organized with strong multi-tasking abilities

California Life and Health insurance license preferred, or willingness to obtain

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Juan Baron is a General Agent of NM. Managing Partners are not in legal partnership with each other, NM, or its subsidiaries.

Flexible work from home options available.