Financial Representative Entry Level

Job Description

Job Description

Benefits :

Retirement

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

At Loper District Northwestern Mutual, we are in an exciting phase of growth and momentum, creating a unique environment where ambitious individuals can thrive. With a brand-new office space and a culture being built from the ground up, this is a rare opportunity to be part of something transformative from the very beginning. Our team emphasizes professional development and offers a clear path to leadership roles, providing the support and resources needed to succeed. Beyond career growth, we are deeply committed to giving back, proudly hosting the annual Cure-Funding Golf Classic, which raised over $50,000 last year to advance childhood cancer research and make a lasting impact in our community.

Our thriving office is located at : 6715 N Palm Ave, Suite 116, Fresno, CA

A 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 policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.

Meet Our Local Team :

Rick Abell, Managing Director :

• Time with NM : 29 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 childrentwo 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 $50,000 for childhood cancer research through their annual charity golf tournament.

Scott Loper, Financial Advisor :

• Time with NM : 2 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 : 23 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 8 and 6) and their Yellow Lab, Opie. She is a music lover and concertgoer (proud Swiftie!) and stays active as a devoted Peloton rider.

Toka Mwondela, Chief Development Officer :

• Time with NM : 8 and a half years.
• Prior Experience : Joined Northwestern Mutual right after graduating college and has grown his career ever since.
• Passionate About : Toka loves sports of all kinds, especially when theres competition involved. He also enjoys riding his motorcycle, exploring the outdoors, spending time with friends and family, and cooking and sharing great food.

About the Financial Representative Role : As a Financial Representative 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.

Key Responsibilities :

• Client Consultation : Engage with clients to understand their financial goals, aspirations, and concerns.
• Financial Planning : Develop comprehensive financial plans that include investments, insurance, and retirement.
• Insurance Solutions : Recommend and implement insurance strategies to protect clients' assets and income.
• Ongoing Support : Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
• Networking : Build and maintain a network of clients through referrals, community involvement, and professional associations.

Qualifications :

• Education : A bachelor's degree is preferred.
• Experience : Previous experience in financial services, insurance, or business development is beneficial but not required.
• Skills : Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
• Licenses : Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits :
• Retirement
• Income Potential : Competitive compensation structure including performance incentives, with no ceiling.
• Support and Mentorship : Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
• Work-Life Balance : Flexibility to create a schedule that fits your lifestyle and goals.
• Retirement Benefits : Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future.
• Impact : Make a lasting impact by guiding individuals and families in your community towards financial security and success.

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.

Flexible work from home options available.