Client Advisor with Athletic Background
Benefits:
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
- Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients.
- Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career.
- Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives.
- Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity.
- Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients.
- Time with NM: 30 years.
- Prior Experience: Began his career with Northwestern Mutual immediately after completing his MBA at Clemson University.
- Passionate About: Rick is a dedicated husband and father to four children—two in college and two in high school. He is also passionate about giving back to the community and is proud that his team raised over $50,000 for childhood cancer research through their annual charity golf tournament.
- Time with NM: 10 years
- Prior Experience: Business, Marketing, & Entrepreneurship Student at University of Arizona
- Passionate About: Jesse loves spending time with family, his wife, and baby girl #GirlDad. He also enjoys playing golf, mentoring others to reach their greatest potential, and positively impacting his clients through generational financial planning.
- Time with NM: 24 years.
- Prior Experience: Worked in PR & Marketing for Chico Performances at CSU, Chico, promoting world music, dance, theater, lecture series, and other performance art.
- Passionate About: Gina enjoys spending time with her two energetic boys (ages 8 and 6) and their Yellow Lab, Opie. She is a music lover and concertgoer (proud Swiftie!) and stays active as a devoted Peloton rider.
- Time with NM: Over 3 years.
- Prior Experience: Worked as a Route Sales Representative with Bimbo Bakeries before transitioning into financial services.
- Passionate About: Jurome enjoys quality time with his family, playing basketball as captain of his Comp REC and intramurals team, and recently developed a love for golf. He also has a passion for learning new things and connecting with new people.
- Time with NM: A little over 3 years.
- Prior Experience: Served as a financial advisor with Edward Jones and also worked in outside sales.
- Passionate About: Lars values time with family, playing and watching sports, and enjoying the outdoors—especially golf. He is active in his community through coaching, volunteering, and local events in Lincoln, CA. He also loves traveling, cooking, and working on home projects.
Flexible work from home options available.
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