Job Description
Job Description
Job Description
Benefits:
- Stipend
- 401(k)
- 401(k) matching
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Join the Winning Team at Northwestern Mutual (NM) - Greater Bakersfield! Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a new
Client Advisor !
Why Current and Former Athletes Thrive Here:
- 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.
- 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.
- 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.
- 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.
- 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.
Meet some of our local team, many who have excelled in athletics: Brooks Douglass, Financial Advisor:
- How long with NM: 13 months with NM.
- Prior Experience: General manager at a local startup, worked at a historic restaurant, completed a masters degree, and coached baseball at Bakersfield College. Played college baseball and graduated from Rogers State University.
- Passionate About: Spending quality time with family, golfing, attending USC football games, and socializing with friends.
James Hefley, Managing Director:
- How long with NM: 13 years with NM.
- Prior Experience: Worked in his familys small business, a bowling pro shop, and spent college years traveling the U.S. as a competitive bowler.
- Passionate About: Golf, supporting the Alzheimers Association, Bakersfield Angels (a foster care nonprofit), food, travel, and is a huge Dodgers fan.
Eric Shumate, Financial Advisor:
- How long with NM: Starting his 5th year on 11/2/24.
- Prior Experience: 17 years as a commercial lender with various banks, managing large commercial and agricultural loans, as well as foreclosure and asset disposition during the financial crisis.
- Passionate About: Live hard rock music, attending sporting events, daily exercise, and spending time with family.
Carlos Lovera, Field Director:
- How long with NM: With NM since November 2020.
- Prior Experience: Holds a BBA and masters degree in Management, with 10 years of corporate experience in oil & gas, covering capital projects, operations, compliance, and more.
- Passionate About: Playing golf, watching sports, flying, volunteering, continuous learning, helping others succeed, traveling, and spending time with family.
Maui Ramos, College Unit Director:
- How long with NM: 3 years with NM.
- Prior Experience: Previously worked in property and casualty insurance and taught yoga part-time.
- Passionate About: Educating clients on financial possibilities, spending time with family, playing with his son, exploring new places, and taking the road less traveled.
Jose Luis Gonzalez, Financial Advisor:
- How long with NM: 11 months with NM.
- Prior Experience: 19 years in the banking industry, including management roles at Wells Fargo, Tricounties Bank, and as Vice President of Sales and Membership at a credit union.
- Passionate About: Spending time with family, enjoying the outdoors (Ventura beaches, San Simeon, Yosemite), hiking, cycling, camping, volunteering at local schools, and playing basketball with friends.
Key Responsibilities: As a Client 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, although its not a hard requirement. 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 Device, Education (teachers, administrators), Logistics, Banking, Mortgage, 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. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community.
Our growing network office is located: 9201 Camino Media, STE 110, Bakersfield, CA 93311
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor:
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. James Hefley is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries.
Flexible work from home options available.
Job Tags
Part time, Local area, Work from home, Outdoor, Flexible hours,