Financial Specialist Career

4 weeks ago


Shreveport, Louisiana, United States Deramus District of Northwestern Mutual Full time

Company Overview

The Deramus District of Northwestern Mutual is a leading insurance company that prioritizes its clients' financial well-being. Our team of experts provides personalized insurance solutions to individuals and businesses, helping them achieve their long-term goals.

Salary

We offer a competitive salary, with an estimated annual income of $60,000 - $80,000, depending on experience and performance. Additionally, our compensation structure includes performance incentives, with no ceiling.

Job Description

In this role, you will be part of a dynamic team that helps clients understand their unique financial needs and provides tailored solutions. Your responsibilities will include:

  • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
  • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
  • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
  • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.

Required Skills and Qualifications

To succeed in this role, you will need:

  • A bachelor's degree in finance, business, or a related field.
  • Previous experience in financial services, insurance, or business development is beneficial but not required.
  • Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.

Benefits

We offer a range of benefits, including:

  • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
  • Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
  • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
  • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.


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