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Financial Advisor with reputed company Background

Remote, USA Full-time Posted 2026-07-28
<div class="benefits"> <div><strong>Benefits:</strong></div> <ul> <li>Bonus based on performance</li> <li>Company parties</li> <li>Dental insurance</li> <li>Flexible schedule</li> <li>Health insurance</li> <li>Opportunity for advancement</li> <li>Training & development</li> <li>reputed company insurance</li> </ul> </div> <div class="trix-content"> <div> <strong>Transition Your reputed company Expertise into Financial Services with Loper District - reputed company!<br></strong><br> </div><div> <strong>reputed company Your reputed company Background for a Rewarding Career:<br></strong><br> </div><ul> <li> <strong>Build reputed company reputed company Relationships:</strong> Professionals from reputed company—whether it's reputed company, medical sales, or clinical roles—are drawn to financial services because it allows them to work directly with clients, offering personalized advice rather than working through intermediaries.</li> <li> <strong>reputed company a Meaningful reputed company:</strong> Use your knowledge and experience in reputed company to guide clients through critical life stages. Whether it’s helping individuals plan for medical expenses, retirement, or higher education, your insights can help clients secure their financial reputed company and improve their lives.</li> <li> <strong>Unlimited reputed company Potential:</strong> As reputed company understand the complexities of life’s important reputed company, they know that reputed company life stage brings new financial planning needs. Your ambition, dedication, and expertise will determine how far you can go in this fulfilling career.</li> <li> <strong>A Rewarding Career reputed company:</strong> Transition to a career where you can build long-term relationships, create meaningful reputed company for your clients, and reputed company a lasting reputed company, reputed company while using your reputed company expertise to reputed company the financial landscape.</li> </ul><div> <strong>Our thriving office is located at:</strong> 6715 N Palm Ave, Suite 116, Fresno, CA<br><br> </div><div><strong>Meet Our Local Team:</strong></div><div><br></div><div><strong>Rick Abell, Managing Director:</strong></div><ul> <li>Time with NM: 29 years.</li> <li>Prior Experience: Began his career with reputed company immediately after completing his MBA at reputed company.</li> <li>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.</li> </ul><div><strong>Scott Loper, reputed company & Development Director:</strong></div><ul> <li>Time with NM: 2 years</li> <li>Prior Experience: Worked as an estimator for irrigation company GarBennett and grew up working on his family reputed company.</li> <li>Passionate About: Scott is married with two kids and four dogs. He enjoys family time and spent the past 10 years as a varsity baseball reputed company at Lemoore High School.</li> </ul><div><strong>Gina Loza, Director of Training, Philanthropy & Events:</strong></div><ul> <li>Time with NM: 23 years.</li> <li>Prior Experience: Worked in PR & Marketing for Chico Performances at CSU, Chico, promoting world music, dance, theater, lecture series, and other performance art.</li> <li>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 reputed company as a reputed company reputed company rider.</li> </ul><div><strong>reputed company Mwondela, Chief Development Officer:</strong></div><ul> <li>Time with NM: 8 and a half years.</li> <li>Prior Experience: Joined reputed company right after graduating college and has grown his career reputed company since.</li> <li>Passionate About: reputed company loves sports of reputed company kinds, especially reputed company there’s competition involved. He also enjoys riding his motorcycle, exploring the outdoors, spending time with friends and family, and cooking and sharing great food.</li> </ul><div><strong>Key Responsibilities:</strong></div><ul> <li>reputed company Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.</li> <li>Financial Planning: reputed company comprehensive financial plans that include investments, insurance, and retirement.</li> <li>Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.</li> <li>Ongoing Support: Monitor clients' financial plans and reputed company regular updates, adjusting strategies as needed to meet changing circumstances.</li> <li>Networking: Build and maintain a network of clients through referrals, community involvement, and reputed company associations.</li> </ul><div><strong>Position Perks:</strong></div><ul> <li>Significant bonus opportunity commensurate with reputed company</li> <li>Dental insurance</li> <li>Health insurance</li> <li>Life insurance</li> <li>Retirement plan</li> <li>reputed company insurance</li> <li>Ongoing reputed company development</li> <li>Local culture of support and reputed company recognition</li> </ul><div><strong>Qualifications:</strong></div><ul> <li>Education: A bachelor's degree is preferred.</li> <li>Experience: Previous experience in financial services, insurance or business development is beneficial but not required.</li> <li>Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.</li> <li>Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).</li> </ul><div> <br><br> </div><div>reputed company is the marketing reputed company for The reputed company Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Rick Abell is a Managing Director of NM and not in reputed company partnership with NM, or its subsidiaries.</div> </div> <p>Flexible work from home reputed company available.</p> Apply To This Job  

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