Financial Advisor with Management Experience

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

Transition Your Management Experience into a Career in Financial Services with Loper District - Northwestern Mutual!

Your ability to lead teams, drive results, and build strong relationships could make you an ideal fit for a rewarding career in financial services. We are seeking management professionals from diverse industries, including retail, restaurant, hospitality, operations, logistics, manufacturing, education, or healthcare who are ready to take their leadership skills to the next level.

• Leverage Your Leadership Expertise : Your management experience has equipped you with communication, problem-solving, and team-building skills. In financial services, you could apply those same strengths to educate clients, develop strategies, and guide them toward long-term financial success.
• Build Meaningful Relationships : Just as youve inspired and led teams in your previous roles, this career could allow you to build lifelong connections while helping clients navigate important financial decisions.
• See the Impact of Your Work : In management, youve driven performance and helped others achieve their goals. In this role, you could see the tangible results of your efforts as clients and families gain lasting financial confidence and security.
• Unlock Unlimited Growth Potential : Unlike traditional management roles, your growth here isnt capped. Your ambition and work ethic determine how far you go with opportunities for leadership, ownership, and unlimited earning potential.

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

Meet Our Leaders :

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 : 1 year and 8 months.
• 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.

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 highly preferred, but not required.
• 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).

Position Perks :

• 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

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

Flexible work from home options available.