Overview
Join Loper District – Northwestern Mutual during a dynamic growth period that fosters ambition. We offer a fresh office environment with a culture built from the ground up, providing a rare opportunity to contribute from the very start. Our team prioritizes professional development and offers a clear path to leadership with the resources needed to succeed. We are also committed to giving back, proudly hosting the Cure-Funding Golf Classic, which raised over $50,000 last year to advance childhood cancer research and make a lasting impact in our community.
Location and Work Arrangement
Hybrid remote position based in Fresno, CA 93704. Flexible work from home options are available. Our thriving office is located at 6715 N Palm Ave, Suite 116, Fresno, CA.
About Northwestern Mutual
Northwestern Mutual is a Fortune 500 company delivering a broad range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners rather than Wall Street. Founded in 1857 in Wisconsin, we are recognized by Fortune as one of the World’s Most Admired Companies in 2024. Our culture is deeply devoted 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 after completing his MBA at Clemson University. Passion: A dedicated husband and father of four; enjoys giving back to the community and led the team to raise over $50,000 for childhood cancer research through the annual charity golf tournament.
- Scott Loper, Growth & Development Director — Time with NM: 2 years. Prior Experience: Estimator for irrigation company Gar Bennett; grew up on a family orchard. Passion: Married with two kids and four dogs; values family time and spent the past decade as a varsity baseball coach at Lemoore High School.
- Gina Loza, Director of Training, Philanthropy & Events — Time with NM: 23 years. Prior Experience: PR & Marketing for Chico Performances at CSU, Chico; promoted world music, dance, theatre, lectures, and other performance art. Passion: Enjoys time with her two boys and their Yellow Lab, Opie; music lover and devoted Peloton rider.
- Toka Mwondela, Chief Development Officer — Time with NM: 8.5 years. Prior Experience: Joined Northwestern Mutual right after college and has progressed since. Passion: Enjoys sports, riding motorcycles, exploring the outdoors, spending time with loved ones, and cooking with friends.
About the Financial Representative Role
As a Financial Representative at Northwestern Mutual, you will join a team dedicated to helping individuals and businesses achieve financial goals through personalized insurance solutions and comprehensive planning. Your responsibilities include building long-term client relationships, understanding unique needs, and delivering tailored financial solutions.
Key Responsibilities
- Client Consultation: Engage with clients to understand financial goals, aspirations, and concerns
- Financial Planning: Develop comprehensive plans covering investments, insurance, and retirement
- Insurance Solutions: Recommend and implement strategies to protect clients' assets and income
- Ongoing Support: Monitor plans and provide regular updates, adjusting as needed
- Networking: Grow and maintain a client base through referrals, community involvement, and professional associations
Qualifications
- Education: A bachelor's degree is preferred
- Experience: Prior experience in financial services, insurance, or business development is beneficial but not required
- Skills: Strong interpersonal and communication abilities, analytical thinking, and the ability to build trust with clients
- Licenses: Obtain necessary licenses such as Series 6, Series 63, and state insurance licenses (training and sponsorship available)
Benefits and Compensation
- Bonus based on performance
- Professional Development: Ongoing training and development programs, including sponsorship for advanced certifications
- Income Potential: Competitive compensation structure with performance incentives and no cap
- Support and Mentorship: Dedicated planning team, marketing resources, and experienced mentors
- Work-Life Balance: Flexible scheduling to fit your lifestyle and goals
- Retirement Benefits: Company-funded pension and contributions to PFGF, our profit-sharing retirement plan
- Impact: Help individuals and families in the community achieve financial security and success
- Company activities: Company parties and community involvement opportunities
Notes on Northwestern Mutual
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Rick Abell serves as a Managing Director for NM and is not in a legal partnership with NM or its subsidiaries. Flexible work-from-home options are available.
