Entry-Level Financial Representative

Job Description

Job Description

Join the Northwestern Mutual Greater Bakersfield Team!

At Northwestern Mutual Greater Bakersfield, our mission is to empower individuals and families to design a financially secure future while making a meaningful impact in our community.

We have created an inclusive, high-support environment where team members are challenged, supported, and stretched to achieve their goals on their terms.

We are proud to partner with and support local nonprofits like the Bakersfield Angels, which advocates for foster care, and the Alzheimers Association, as well as our own Fore the Memories Golf Tournament benefiting the Alzheimers Associationraising over $250,000 in our first three years.

If you are driven, passionate about community impact, and seeking a fulfilling career path, wed love to meet with you!

Our thriving 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 : https : / / youtu.be / tar1BSa7Gaw

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, with a unique culture deeply dedicated to helping people achieve financial security.

Meet Some of Our Local Leaders, the Heartbeat of Our Business :

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.

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.

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.

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 :

• Professional Development : Access to ongoing training and development programs, including sponsorship for advanced certifications.
• 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.
• 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.

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.