Financial Representative with Northwestern Mutual

4 weeks ago


New Orleans, Louisiana, United States Habetz Network of Northwestern Mutual Full time
About the Role

We are seeking a highly motivated and results-driven Financial Representative to join our team at the Habetz Network of Northwestern Mutual. As a Financial Representative, you will play a critical role in helping individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning.

Key Responsibilities:

  • 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.
  • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.

Qualifications:

  • Education: A bachelor's degree in finance, business, or a related field is preferred.
  • Experience: Previous experience in financial services, insurance, or business development is beneficial but not required.
  • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
  • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Benefits:

  • 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. Additionally, we offer a first year stipend that is earned on controllable factors, ensuring an income if you put in the work and meet the position's requirements.
  • 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.
  • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.

About the Habetz Network:

The Habetz Network of Northwestern Mutual is a top-performing network recognized for its excellence in providing personalized insurance solutions and financial planning to individuals and businesses. Our team is dedicated to helping our clients achieve their financial goals and make a positive impact in the community.



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