What are the responsibilities and job description for the Entry Level Financial Specialist position at Cestia District of Northwestern Mutual?
Benefits:
- Stipend
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Join the winning team at the Cestia District of Northwestern Mutual (NM)! Our Network, recognized as a top workplace across much of the state of Louisiana and beyond, has been honored with several prestigious awards, including Reader Rankings’ Best Insurance Company 2023. We are significantly investing in growth through the development of new internal leaders.
Our local thriving office is located:
2008 S College Rd. Lafayette, LA 70508
About the Role:
About the Role:
At Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
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 state licenses.
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.
We are deeply committed to making a positive impact in the community by passionately supporting several remarkable initiatives:
- Hospice of Acadiana: Supporting compassionate care for patients and families in need of end-of-life services.
- Maddie’s Footprints: Providing support to families coping with miscarriages, stillbirths, or the loss of an infant.
- ULL School of Business: Founding and main sponsor of the Northwestern Mutual Sales Lab, fostering business education and leadership.
- Alex’s Lemonade Stand: Hosting our own pickleball tournament to benefit childhood cancer research and support families affected by it.
In addition to local recognition, our Network of Offices has earned national accolades, including:
- Top 100 Internship by WayUp
- Glassdoor’s Best-Led Companies
- Best Overall Life Insurance Company by Time Stamped
- World’s Most Admired by Fortune
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: https://youtu.be/tar1BSa7Gaw
Meet the Local Lafayette Leaders:
Managing Director, Stuart Cestia:
Stuart is a distinguished Managing Director at Northwestern Mutual of Louisiana-Lafayette, where he has been proudly associated since 1997. In his role, Stuart leads the performance, growth, and distribution of financial services in the Lafayette area, overseeing a strong and growing management team.
A native of New Iberia, Stuart holds a Bachelor of Science in Marketing with a minor in Finance from the University of Louisiana at Lafayette, where he was also a student-athlete, playing baseball at both Northwestern State University and the University of Louisiana Lafayette. His competitive spirit from his athletic days has translated into a successful career in financial services, earning him numerous awards, including the National Association of Insurance and Financial Advisors Quality Award and multiple National Quality Awards.
Stuart is passionate about family, spending quality time with his wife Angie and their children, Preston and Olivia. An avid outdoorsman, Stuart enjoys hunting and offshore fishing in his free time.
Andrew Tregre
- Position: Growth and Development Director
- Experience: 11.5 years with Northwestern Mutual; former intern; led pilgrimages and mission trips during college.
- Outside of Business: Dedicated to his wife and 3 children; passionate about church, pickleball, and his role at Northwestern Mutual.
Diogo Tavares
- Position: Financial Advisor and College Unit Director
- Experience: 4 years and 2 months with Northwestern Mutual; previous roles include lifeguard, EMT, Operations Manager in the heavy-duty truck business and served 7 years in the US Army.
- Outside of Business: Family time, pursuing a doctoral degree, camping, DIY projects, and active involvement in youth and veteran organizations.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Stuart Cestia is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries.
Flexible work from home options available.
Salary : $60,000 - $110,000
