What are the responsibilities and job description for the Financial Representative - Bilingual Preferred position at Northwestern Mutual - Greater Bakersfield?
Join the Winning Team at Northwestern Mutual (NM) - Greater Bakersfield!
Are you bilingual and deeply connected to your local community? Join Northwestern Mutual as a Financial Representative and explore the opportunity to serve and build lasting relationships with a diverse, multilingual client base across Greater Bakersfield.
Financial Representatives at Northwestern Mutual - Greater Bakersfield offer expert advice and innovative solutions to address the diverse financial needs of both individuals and businesses. Their comprehensive services cover retirement planning, insurance and investment strategies, estate planning, business planning, education funding, and employee benefits. With a strong focus on understanding each client’s unique goals and aspirations, they work closely with clients to develop personalized financial strategies that are designed to set them on a path toward long-term financial success and security.
Check this link out to hear about the type of care we provide : https : / / youtu.be / F1hDE1zagx8?si=l4Bqw-rdpiDd08qu
Why Bilingual Leaders Can Thrive Here :
- Enhanced Client Communication & Trust – Bilingual leaders can effectively engage with diverse clients, breaking language barriers and fostering trust, which is crucial in financial services.
- Global Market Understanding – Your multilingual skills and cultural awareness may allow you to navigate international markets, identify opportunities, and cater to a wider client base.
- Leadership & Adaptability – Having managed teams across different linguistic and cultural backgrounds, you could bring strong leadership, adaptability, and problem-solving skills to the financial services industry.
- Competitive Advantage in a Diverse Industry – Bilingual leaders could serve an increasingly diverse clientele, providing tailored financial solutions and enhancing customer experience, giving you the opportunity to gain a competitive edge.
- 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.
- Bilingual
- Passionate about Business and Finance Benefits :
- Stipend
- Leadership opportunities
- Extensive training and development; mentorship provided
- Sponsorship of Licenses : FINRA, series 6, series 7, series 63, series 65, series 66, life and health insurance license
- Development stipends
- Expense allowance
- Comprehensive medical coverage
- Two company funded retirement plans : a traditional pension plan and a defined contribution plan
- Group life and disability income insurance
Meet some of our local team :
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 : As a Financial Representative, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations.
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor : https : / / youtu.be / xkcAILqGa98?si=skXQvcyW6TSYsnR1
Required Skills : BA or BS degree from a four-year institution is preferred. The candidate must be an accomplished communicator with strong verbal and written skills. Prior sales and / or business experience preferred. Strong interpersonal and communication skills, self-motivated, demonstrated history of personal and professional success, high standard of ethics.
Preferred Skills and Experience :
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 : $75,500 - $118,000