What are the responsibilities and job description for the Business Specialist with Pharma Background position at Habetz Network of Northwestern Mutual?
Benefits:
- Stipend
- 401(k)
- Bonus based on performance
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Transition Your Pharma/Medical Expertise into Financial Services!
- Build Direct Client Relationships: Many professionals in pharma and medical sales find financial services appealing because it allows them to work directly with clients, rather than selling through a middleman.
- Make a Meaningful Impact: Use your expertise to help individuals navigate critical life stages—whether it’s planning for college, retirement, or medical expenses—while positively impacting their lives.
- Unlimited Growth Potential: With each stage of life requiring new financial planning, your ambition and dedication determine how far you can go in this career.
- A Rewarding Career Path: Transition to a role where your skills contribute to long-term relationships and meaningful outcomes for your clients.
Meet Our Team:
Avril Habetz - Managing Partner:
- How long with NM? Been with NM for 17 years.
- Previous experience? Retail background as a manager of a local gift shop and Banana Republic.
- Passionate about? Mom of 4, married for 16 years to Dr. Vandon Habetz from Lafayette, LA. Oldest of 6 and a former high school athlete. Loves being involved in the board of the Council of Catholic School Cooperative Clubs, helping all parent clubs in the Catholic school system, enjoying her growing family, traveling to new places, and attending any and all sporting events.
Matt Malbrough - Wealth Management Advisor:
- How long with NM? Been with NM for 12 years.
- Previous experience? Former intern, worked in furniture sales.
- Passionate about? Loves to run, enjoys the outdoors, father of 2, and is actively involved in his church.
Amanda Roark - Associate Development Officer:
- How long with NM? Been with NM for 10 years.
- Previous experience? Former intern, worked as a P&C servicing representative.
- Passionate about? Former high school athlete, mom of 2, loves trivia, traveling, and is a big fan of Premier League soccer.
Bryant Boudreaux - Financial Advisor:
- How long with NM? Been with NM for 6 years.
- Previous experience? Former intern, worked as a bartender.
- Passionate about? Former high school athlete, engaged, loves spending time with friends and family experiencing NOLA culture, playing golf, and cheering for LSU & the Saints.
Position Perks:
- Significant bonus opportunity commensurate with outcomes
- Dental insurance
- Health insurance
- Life insurance
- Retirement plan
- Vision insurance
- Ongoing professional development
- Local culture of support and positive recognition
Key Responsibilities of a Financial Advisor:
- 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:
- Experience: Previous experience in financial services or insurance is 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).
First Year Earnings Potential Within Our District Office:
- Low End: $45K in the first year.
- High End: $115K in the first year.
About Us: The Habetz Network of Northwestern Mutual (NM) is a dynamic and award-winning office, proudly serving New Orleans and beyond. Celebrated as a 2024 Top Workplace and Reader Rankings’ Best Insurance Company of 2023, we are committed to excellence in both our services and workplace culture. Under the inspiring leadership of our Managing Partner and Executive Director of Recruitment and Selection—honored as 2023 Women of the Year nominees—we prioritize the development of future leaders and community impact. Our passion extends to initiatives like the Women’s Leadership Academy, Alex’s Lemonade Stand Foundation, University of New Orleans Alumni Association, DOD SkillBridge Program, and Salvation Army. Join us and be part of a team that’s driven to grow, lead, and give back!
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Avril Habetz is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Salary : $76,600 - $118,500
