Client Advisor Seeking Former Athlete

Loper District - Northwestern Mutual; Fresno (CA); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Training sponsorship

Certifications support

Performance incentives

Unlimited earning potential

Mentorship and planning support

Job summary

Loper District - Northwestern Mutual is seeking a Financial Advisor to help clients achieve their financial protection and planning goals. You will tailor strategies to protect assets and income, and regularly review plans to reflect life changes.

Prospective advisors should bring strong interpersonal and analytical skills, with a focus on building lasting client relationships and a commitment to community involvement. Training and sponsorship for licenses are available.

Qualifications

• Bachelor's degree in finance, business, or related discipline.
• Prior experience not mandatory; licenses can be obtained with training.
• State insurance licenses with training provided and sponsorship considered.

Responsibilities

• Engage with clients to understand comprehensive financial needs and provide personalized guidance.
• Design and implement tailored strategies to safeguard assets, income and financial well-being.
• Regularly review and update clients' financial plans and policies to reflect changes.
• Cultivate a robust network of clients through referrals, community involvement and professional associations.

Skills

Interpersonal skills

Communication skills

Analytical skills

Client relationship building

Education

Bachelor's degree in finance or business

Job description

Join the Winning Team at Loper District - Northwestern Mutual!

Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial Advisor with Loper District - Northwestern Mutual!

Why Current and Former Athletes Could Thrive Here:

We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes could excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Here’s why athletes could thrive with us:

1. Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients.
2. Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career.
3. Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives.
4. Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity.
5. Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients.

Our thriving office is located at:

6715 N Palm Ave, Suite 116, Fresno, CA

Meet Our Local Team:

Rick Abell, Managing Director:

• Time with NM: 30 years.
• Prior Experience: Began his career with Northwestern Mutual immediately after completing his MBA at Clemson University.
• Passionate About: Rick is a dedicated husband and father to four children- two in college and two in high school. He is also passionate about giving back to the community and is proud that his team raised over $100,000 for childhood cancer research through their annual charity golf tournament.

Scott Loper, Growth & Development Director:

• Time with NM: 3 years
• Prior Experience: Worked as an estimator for irrigation company GarBennett and grew up working on his family orchard.
• Passionate About: Scott is married with two kids and four dogs. He enjoys family time and spent the past 10 years as a varsity baseball coach at Lemoore High School.

Gina Loza, Director of Training, Philanthropy & Events:

• Time with NM: 24 years.
• Prior Experience: Worked in PR & Marketing for Chico Performances at CSU, Chico, promoting world music, dance, theater, lecture series, and other performance art.
• Passionate About: Gina enjoys spending time with her two energetic boys (ages 9 and 7) and their Yellow Lab, Opie. She is a music lover and concertgoer (proud Swiftie!) and stays active as a devoted Peloton rider.

Key Responsibilities:

As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations.

Qualifications:

We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from medical devices, education (teachers, administrators), logistics, solar, payroll services, tech business development, real estate, auto rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered.

Benefits:

You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. In addition to robust health and wellness benefits, you'll receive a company-funded pension and contributions to PFGF-our unique profit-sharing retirement plan-designed to support your long-term financial security. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Rick Abell is a Managing Director for NM and is not in legal partnership with NM, or its subsidiaries.