What are the responsibilities and job description for the Entry-Level Financial Specialist position at Deramus District of Northwestern Mutual?
Benefits:
- Stipend
- 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 Deramus 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 thriving office is located:
330 Marshall St Ste 111 Shreveport, LA 71101
About the Role:
About the Role:
At the Deramus District of 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.
- 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:
- The Hub Urban Ministry: Empowering and assisting individuals experiencing homelessness and poverty.
- The Arc – Caddo Bossier: Supporting the special needs community in the Caddo-Bossier area.
- Men, Women, Students, and Family of Courage: Providing resources and support to those facing challenges with courage and resilience.
- ChristFit Gym: Promoting physical and spiritual well-being through faith-based fitness programs.
- St. Jude Minden: Supporting St. Jude Children's Research Hospital's mission to advance cures and means of prevention for pediatric catastrophic diseases.
- Alex’s Lemonade Stand: Supporting childhood cancer research and families affected by it.
- Providence House: Helping homeless families achieve independence through shelter, support, and education.
- Shreveport/Bossier Rescue Mission: Providing shelter, food, and rehabilitation services to those in need in the Shreveport/Bossier area.
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 Some of Our Local Leaders, the Heartbeat of Our Business:
Jeremy Deramus, Growth & Development Director:
- How long with NM? 11 years full-time, 1 year as an intern.
- Previous job/career/business experience? College student who transitioned to full-time from an internship.
- Passionate about outside of work? Jeremy enjoys spending time with his wife and son, restoring classic cars (particularly older Chevys), and traveling to Sandestin/30A, Florida. He’s also passionate about personal growth, faith, and all things Disney.
Morgan Hope, Talent Acquisition Specialist:
- How long with NM? 1 month.
- Previous job/career/business experience? Intake coordinator at a children’s clinic.
- Passionate about outside of work? Morgan loves staying busy with community involvement, fundraising through Kendra Scott events, and spending quality time road-tripping with her husband and pups.
Brian Hope, Financial Advisor/Advanced Mentor:
- How long with NM? 11 years.
- Previous job/career/business experience? Registered Nurse working in the ICU.
- Passionate about outside of work? Brian is passionate about spending time with his wife and three children, enjoying outdoor activities like hunting and fishing on their farm in Kansas, and being involved in his church community.
Logan Rhoads, Financial Advisor:
- How long with NM? 8 months.
- Previous job/career/business experience? Professional photographer and former NM intern.
- Passionate about outside of work? Logan enjoys creating memorable experiences with his wife, especially on cruises, spending time with friends over dinner parties, and being actively involved in his church's production team.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jeremy Deramus 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 : $65,000 - $110,000
