Client Advisor with Sports Background
- Bakersfield, CA
- $82,000-140,000 per year
- Permanent
- Full-time
- Stipend
- Retirement
- 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.
- 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: 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: 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, Tricounties 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.