Financial Representative with Training Opportunities

3 days ago


Metairie, Louisiana, United States Habetz Network of Northwestern Mutual Full time

The Habetz Network of Northwestern Mutual offers a lucrative career opportunity as a Financial Representative in New Orleans, Louisiana. With an estimated annual salary of $70,000 to $100,000, this role is perfect for individuals looking to build a successful financial services career.

About the Role:

Company Overview

The Habetz Network of Northwestern Mutual is a top-performing network within Northwestern Mutual, recognized for its exceptional leadership and community engagement. Our team is passionate about delivering personalized insurance solutions and financial planning to individuals and businesses.

Salary and Benefits

We offer a competitive compensation structure, including a first-year stipend, performance incentives, and a flexible schedule. Our benefits package includes dental insurance, health insurance, vision insurance, and opportunities for advancement.

Job Description

  • 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.

Required Skills and 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 positions 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.

Our Unique Value Proposition

  • Development: World-class coaching and mentoring at both local and national levels, supporting growth throughout your career.
  • Relationships: A highly engaged, supportive culture that values connection and collaboration.
  • Northwestern Mutual: Financial strength, a unique mutual structure, an exclusive distribution system, and a proven planning process for lasting impact.


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