Financial Planner Educator/Coaching BackgroundLoper District - Northwestern Mutual • Fresno, CA, US
Financial Planner Educator / Coaching Background
Loper District - Northwestern Mutual • Fresno, CA, US
2 days ago
Job type
- Full-time
Job descriptionDo Work That Matters : People are drawn to this career because it offers meaningful workthe kind that provides fulfillment through service to others. Thats why it resonates so deeply with the values teachers and coaches bring to the table. Leverage Your Communication Expertise : As a teacher or coach, youve mastered the art of communicationwhether it's explaining complex concepts or motivating individuals. These skills are crucial in financial services, where you could help guide clients through important financial decisions that impact their lives. Build Lifelong Relationships : In teaching and coaching, you connect with individuals over time, watching them grow and succeed. In financial services, you could continue fostering these long-term relationships, helping clients at each stage of their financial journey, and offering support that lasts a lifetime. See the Impact of Your Work : Just as youve seen the difference youve made in the classroom or on the field, a career in financial services could allow you to witness firsthand how your advice and guidance can lead to meaningful, lasting changes in your clients lives. Achieve Greater Rewards : The transition from teaching or coaching to financial services could offer the potential for not only a more fulfilling career, but also the opportunity to grow personally and professionallywhile building a future that reflects your values and goals. 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. 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. 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. 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. Educate clients on financial planning and insurance options. Provide excellent customer service and build lasting relationships. Collaborate with a local, supportive team. Strong communication and interpersonal skills. Goal-oriented with a desire to succeed. Life insurance license and FINRA certifications (or willingness to obtain). Significant bonus opportunity commensurate with outcomes Dental insurance Health insurance Life insurance Retirement plan Vision insurance Ongoing professional development Local culture of support and positive recognition
Job Description
Job Description
Benefits :
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Transition Your Teaching and Coaching Skills into Financial Services :
Follow this link to hear more about Gina Cimineris Northwestern Mutual Experience : https : / / www.youtube.com / watch?v= -PAcM41CRes& list=PLAFDBB5184E6F3603 &index=7
Our thriving office is located at : 6715 N Palm Ave, Suite 116, Fresno, CA
Meet Our Local Team :
Rick Abell, Managing Director :
Scott Loper, Financial Advisor :
Gina Loza, Director of Training, Philanthropy & Events :
Toka Mwondela, Chief Development Officer :
About Us : 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.
Position Responsibilities for a Financial Planner :
Position Requirements :
Our Unique Angle : Meticulous Training and Support :
We distinguish ourselves by prioritizing a meticulous focus on the process, ensuring sustainable business practices and a predictable high-activity approach, setting us apart from an industry often fixated on end results.
Position Perks :
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.
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Financial Planner • Fresno, CA, US
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