What are the responsibilities and job description for the Field Advisor with Real Estate Background position at Northwestern Mutual - Greater Bakersfield?
Transition Your Real Estate Experience to Financial Services with Northwestern Mutual!
Are you a residential or commercial real estate agent interested in exploring a new career path? Northwestern Mutual – Greater Bakersfield invites real estate professionals to consider how their skills and experiences could align with a career in financial services as a Financial Representative, offering new opportunities for growth, income potential, and professional impact. Here is why many in the Real Estate industry consider a successful transition :
- Endurance and Dedication Translate Well : Your success in real estate demonstrates the endurance and dedication required to thrive in a demanding market, which align well with a career in financial services.
- Building Meaningful Client Relationships : Real estate transactions may be one-time events, but financial services provide the opportunity to work with clients throughout their lives, addressing needs such as saving for college, planning for retirement, or buying a home.
- Leverage Your Expertise and Network : Your skills and professional connections from real estate can help you guide individuals toward achieving their financial goals.
- Career Growth Opportunities : Explore a career path that allows you to continue helping others while developing your professional skills.
- Comprehensive Training and Licensing Support : We offer training and licensure opportunities to equip you with the tools and knowledge needed for success in financial services.
- 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.
- 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).
- 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
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!
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 :
Key Responsibilities of a Financial Advisor :
Qualifications :
Position Perks :
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 : $73,700 - $121,600
