What are the responsibilities and job description for the Business Specialist with Pharma Background position at Northwestern Mutual - Greater Bakersfield?
Transition Your Pharma / Medical Expertise into Financial Services!
- Build Direct Client Relationships : Many professionals in pharma and medical sales find financial services appealing because it allows them to work directly with clients, rather than selling through a middleman.
- Make a Meaningful Impact : Use your expertise to help individuals navigate critical life stages—whether it’s planning for college, retirement, or medical expenses—while positively impacting their lives.
- Unlimited Growth Potential : With each stage of life requiring new financial planning, your ambition and dedication determine how far you can go in this career.
- A Rewarding Career Path : Transition to a role where your skills contribute to long-term relationships and meaningful outcomes for your clients.
- How long with NM? 13 years with NM.
- Prior experience? Worked in his family’s small business, a bowling pro shop, and spent college years traveling the U.S. as a competitive bowler.
- Passionate about? Golf, supporting the Alzheimer’s Association, Bakersfield Angels (a foster care nonprofit), food, travel, and is a huge Dodgers fan.
- 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.
- How long with NM? 13 months with NM.
- Prior experience? General manager at a local startup, worked at a historic restaurant, completed a master’s 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.
- How long with NM? With NM since November 2020.
- Prior experience? Holds a BBA and master’s 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.
- 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.
- How long with NM? 11 months with NM.
- Prior experience? 19 years in the banking industry, including management roles at Wells Fargo, Tri Counties 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.
- 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
- 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.
- Experience : Previous experience in financial services or insurance is 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).
Meet Some of Our Local Leaders, the Heartbeat of Our Business :
James Hefley - Managing Director :
Eric Shumate - Financial Advisor :
Brooks Douglass - Financial Advisor :
Carlos Lovera - Field Director :
Maui Ramos - College Unit Director :
Jose Luis Gonzalez - Financial Advisor :
Position Perks :
Key Responsibilities of a Financial Advisor :
Qualifications :
About Us : 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 Alzheimer’s Association, as well as our own Fore the Memories Golf Tournament benefiting the Alzheimer’s Association—raising over $250,000 in our first three years. If you are driven, passionate about community impact, and seeking a fulfilling career path, we’d love to meet with you!
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 and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Salary : $76,600 - $119,400