Financial Planner with Educator/Coaching Background
7 days ago
Sacramento
Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development, • 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. Our thriving office is located at: 1425 River Park Dr, Suite 100, Sacramento, CA Meet Our Local Team: Rick Abell, Managing Director: • Time with NM: 29 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 childrentwo 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.Gina Loza, Director of Training, Philanthropy & Events:, • Time with NM: 23 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.Toka Mwondela, Chief Development Officer:, • Time with NM: 8 and a half years., • Prior Experience: Joined Northwestern Mutual right after graduating college and has grown his career ever since., • Passionate About: Toka loves sports of all kinds, especially when theres competition involved. He also enjoys riding his motorcycle, exploring the outdoors, spending time with friends and family, and cooking and sharing great food.Jurome Saceda, College Unit Director:, • Time with NM: Over 2 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.Lars Ronten, Financial Advisor:, • Time with NM: A little over 2 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 outdoorsespecially 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.Adam Besana, Growth & Development Director:, • Time with NM: 6 years., • Prior Experience: College student at Chico State (go Wildcats!)., • Passionate About: Enjoys spending time with his wife and two children. Loves the outdoorshunting, fishing, skiing, boating, and just about anything outside.About Us: At Abell District Northwestern Mutual, we are proud to be in a dynamic phase of growth and opportunity, cultivating an environment where driven individuals can build meaningful and lasting careers. With a strong foundation of leadership and a culture rooted in collaboration, we provide the tools, mentorship, and clear pathways for professional development and advancement. Our team is equally passionate about creating impact beyond the office, exemplified by our annual Cure-Funding Golf Classic, which raised over $50,000 last year in support of childhood cancer research. This blend of career growth, community impact, and purpose-driven culture makes Abell District a place where ambitious professionals can truly thrive. 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. 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. Rick Abell is a Managing Director for NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.