Client Advisor with Athletic Background

• Retirement
• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

1. 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.
2. 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.
3. 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.
4. 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.
5. 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: 6 years.
• Prior Experience: Background in outside territory and account management within the automotive industry, supporting franchise car dealerships with software and operational solutions. Although not directly in finance, he developed a strong interest in financial planning, ultimately leading him to transition into the industry.
• Passionate About: A dedicated sports enthusiast who enjoys basketball, football, soccer, and increasingly baseball. He and his wife love traveling, exploring new restaurants, and seeking out new experiences. He also enjoys spending time at the beach, staying active by playing sports, and has a strong passion for cars, including learning about and driving them.

• Time with NM: 4 years.
• Prior Experience: Extensive background in oil and gas as a Landman, structuring drilling deals across the western United States and offshore Africa. Experience includes working with Reg D offerings, running a small public company, and transacting on over one million acres for development. Also served on the Board of Directors for the American Association of Professional Landmen (AAPL), representing over 30,000 members.
• Passionate About: A proud father of three, including an Air Force aviator, an engineering student, and a high school junior. A certified USATF Level I coach for youth cross country and track. Enjoys reading fantasy, science fiction, and history, and is always open to sharing recommendations. Values time with his partner Bridget, cooking, traveling, and playing beach volleyball. Also enjoys working on cars in his free time.

• Time with NM: Joined in November 2022 as a recruiter in Santa Monica.
• Prior Experience: Served 4 years in the U.S. Navy and graduated from UCLA in 2020. Focused on helping veterans transition to civilian careers.
• Passionate About: Ulises enjoys helping people pivot their careers to Northwestern Mutual. Outside of work, he loves spending time with his fiancé, two dogs, and attending LA sporting events.

• Time with NM: 8 years.
• Prior Experience: Former TV and film producer who led the television division at Overbrook Entertainment, founded by Will Smith, bringing high-level production and leadership experience into her financial services career.
• Passionate About: Spending time with family at the beach and traveling to new destinations. Enjoys practicing yoga and pilates, and supporting her children at club soccer and water polo tournaments.

• Time with NM: 1 year and 2 months.
• Prior Experience: Background in live event and television executive operations, management, and consulting, with a focus on large-scale production and organizational leadership.
• Passionate About: A dedicated father of two and caretaker of several rescued pitbulls. Enjoys golfing, playing poker, and participating in social events that foster connection and community. Spends weekends gardening and hosting gatherings, and has a strong interest in geopolitics and current events. A devoted supporter of multiple professional sports teams.

• Predictable growth and performance-based results.
• A collaborative, high-support team environment.
• Full training across the business development process.
• Proven systems, technology, and operational support.
• Leadership opportunities and strong work-life balance.

• Take ownership and responsibility
• Strong communicators who enjoy helping others make confident decisions
• Team-oriented, driven, and growth-minded
• Service-focused with integrity and professionalism

• Educate clients on financial planning and insurance options.
• Provide excellent customer service and build lasting relationships.
• Collaborate with a local supportive team..

• Strong communication and interpersonal skills.
• Goal-oriented with a desire to succeed.
• Willingness to obtain needed licenses, support provided by NM.

• Performance-based compensation with uncapped earning potential:
  • Average vs Top 25%
  • Year 1 | $76,000 - $193,000
  • Year 3 | $103,000 - $202,000
  • Year 5 | $139,000 - $289,000
  • Year 10 | $234,000 - $490,000
  • Year 15 | $341,000 - $790,000
• Dental insurance
• Health insurance
• Life insurance
• Retirement plan
• Vision insurance
• Ongoing professional development
• Local culture of support and positive recognition

• Bachelor's Degree (preferred)
  
  

Flexible work from home options available.