Walnut Creek - Northwestern Mutual

Engage clients to understand their financial needs and develop tailored strategies to secure their financial future. | Bachelor's degree in finance, business, or related field; strong interpersonal and analytical skills; ability to build client relationships; licensing required. | Benefits: • Bonus based on performance • Company parties • Dental insurance • Flexible schedule • Health insurance • Opportunity for advancement • Training & development • Vision insurance Join the Winning Team at Walnut Creek - Northwestern Mutual! Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial Advisor with Walnut Creek - Northwestern Mutual! Why Current and Former Athletes Could Thrive Here: We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes could excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Heres why athletes thrive with us: • 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. Our thriving office is located at: 2121 N. California Blvd Ste. 620 Walnut Creek CA 94596 Meet Our Local Team: Rachel Moniz Managing Director: • Time with NM: 17 years. • Prior Experience: Rachel had a career in financial services at a previous company, managing the Global Privacy Breach Notification Program before transitioning to Northwestern Mutual, where she has been a strong leader and mentor. • Passionate About: Dedicated to womens rights and focused on building an inclusive, purpose-driven culture that helps people thrive both personally and professionally. She values spending time with her two daughters. Austin Nichols Wealth Management Advisor: • Time with NM: 8 years. • Prior Experience: Former professional basketball player who carried his discipline and competitive spirit into his career in financial planning. • Passionate About: Austin values family above all and enjoys staying connected to sports, both as a participant, fan and coach. Michelle Peterson Financial Advisor: • Time with NM: 2.5 years. • Prior Experience: First starting as an intern at Northwestern Mutual, then after graduating went into elementary school teaching, then moved into corporate sales, where she developed strong client relationship and communication skills, and then ultimately moved back into the finance space where she is on an ensemble team with her father and brother. • Passionate About: Michelle is active in her church community, loves spending time with her family, and enjoys playing golf in her free time. Alex Icaza Financial Advisor: • Time with NM: 3 years. • Prior Experience: Started his career at Northwestern Mutual after graduating, however during college was president of nonprofit groups, thus instilling his desire to create impact through service. • Passionate About: Alex is dedicated to financial advising and helping families plan for the future, while also supporting nonprofits and spending meaningful time with his family. Matt Langseth - Financial Advisor: • Time with NM: 5 years. • Prior Experience: Was a collegiate athlete at Cornell University where he played baseball. Then worked for the Athletic As in sales before transitioning to Northwestern Mutual. • Passionate About: Matt is active in his church, values time with his wife and son, while making sure to hangout with friends on the golf course. Key Responsibilities: As a Financial Advisor, 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. Qualifications: We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from medical devices, education (teachers, administrators), logistics, solar, payroll services, tech business development, real estate, auto rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered. Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. In addition to robust health and wellness benefits, youll receive a company-funded pension and contributions to PFGFour unique profit-sharing retirement plandesigned to support your long-term financial security. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Rachel Moniz is a Managing Director for NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Educate clients on financial planning and insurance options, build lasting relationships, and collaborate with a local team. | Strong communication skills, goal-oriented mindset, and willingness to obtain necessary licenses and certifications. | Benefits: • Bonus based on performance • Company parties • Dental insurance • Flexible schedule • Health insurance • Opportunity for advancement • Training & development • Vision insurance Transition Your Teaching and Coaching Skills into Financial Services: • Do Work That Matters: People are drawn to this career because it offers meaningful workthe kind that provides fulfillment through service to others. Thats why it resonates so deeply with the values teachers and coaches bring to the table. • Leverage Your Communication Expertise: As a teacher or coach, youve mastered the art of communicationwhether it's explaining complex concepts or motivating individuals. These skills are crucial in financial services, where you could help guide clients through important financial decisions that impact their lives. • Build Lifelong Relationships: In teaching and coaching, you connect with individuals over time, watching them grow and succeed. In financial services, you could continue fostering these long-term relationships, helping clients at each stage of their financial journey, and offering support that lasts a lifetime. • See the Impact of Your Work: Just as youve seen the difference youve made in the classroom or on the field, a career in financial services could allow you to witness firsthand how your advice and guidance can lead to meaningful, lasting changes in your clients lives. • Achieve Greater Rewards: The transition from teaching or coaching to financial services could offer the potential for not only a more fulfilling career, but also the opportunity to grow personally and professionallywhile building a future that reflects your values and goals. Follow this link to hear more about Gina Cimineris Northwestern Mutual Experience: https://www.youtube.com/watch?v=-PAcM41CRes&list=PLAFDBB5184E6F3603&index=7 Our thriving office is located at: 2121 N. California Blvd Ste. 620 Walnut Creek CA 94596 Meet Our Local Team: Rachel Moniz Managing Director: • Time with NM: 17 years. • Prior Experience: Rachel had a career in financial services at a previous company, managing the Global Privacy Breach Notification Program before transitioning to Northwestern Mutual, where she has been a strong leader and mentor. • Passionate About: Dedicated to womens rights and focused on building an inclusive, purpose-driven culture that helps people thrive both personally and professionally. She values spending time with her two daughters. Austin Nichols Wealth Management Advisor: • Time with NM: 8 years. • Prior Experience: Former professional basketball player who carried his discipline and competitive spirit into his career in financial planning. • Passionate About: Austin values family above all and enjoys staying connected to sports, both as a participant, fan and coach. Michelle Peterson Financial Advisor: • Time with NM: 2.5 years. • Prior Experience: First starting as an intern at Northwestern Mutual, then after graduating went into elementary school teaching, then moved into corporate sales, where she developed strong client relationship and communication skills, and then ultimately moved back into the finance space where she is on an ensemble team with her father and brother. • Passionate About: Michelle is active in her church community, loves spending time with her family, and enjoys playing golf in her free time. Alex Icaza Financial Advisor: • Time with NM: 3 years. • Prior Experience: Started his career at Northwestern Mutual after graduating, however during college was president of nonprofit groups, thus instilling his desire to create impact through service. • Passionate About: Alex is dedicated to financial advising and helping families plan for the future, while also supporting nonprofits and spending meaningful time with his family. Matt Langseth - Financial Advisor: • Time with NM: 5 years. • Prior Experience: Was a collegiate athlete at Cornell University where he played baseball. Then worked for the Athletic As in sales before transitioning to Northwestern Mutual. • Passionate About: Matt is active in his church, values time with his wife and son, while making sure to hangout with friends on the golf course. About Us: At Walnut Creek - Northwestern Mutual, we are committed to professionalism, planning, prospecting, and purpose. We focus on building meaningful relationships, fostering inclusion, and supporting our advisors through leadership development and education. Beyond financial services, we give back to the community by supporting local organizations and events, helping create lasting impact both in and outside the office. Position Responsibilities for a Financial Planner: • Educate clients on financial planning and insurance options. • Provide excellent customer service and build lasting relationships. • Collaborate with a local, supportive team. Position Requirements: • Strong communication and interpersonal skills. • Goal-oriented with a desire to succeed. • Life insurance license and FINRA certifications (or willingness to obtain). Our Unique Angle: Meticulous Training and Support: We distinguish ourselves by prioritizing a meticulous focus on the process, ensuring sustainable business practices and a predictable high-activity approach, setting us apart from an industry often fixated on end results. Position Perks: • 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 Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Rachel Moniz is a Managing Director for NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.