What are the responsibilities and job description for the Financial Representative with Training position at Habetz Network of Northwestern Mutual?
Benefits:
- Stipend
- Retirement
- Bonus based on performance
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Join the winning team at the Habetz Network of Northwestern Mutual (NM)! Our Network, recognized as a top workplace in New Orleans and beyond, has been honored with several prestigious awards, including New Orleans Top Workplaces 2024 and Reader Rankings’ Best Insurance Company 2023. Our leadership shines, with our Managing Partner and Executive Director of Recruitment and Selection nominated for Women of the Year Honorees in 2023. We are significantly investing in growth through the development of new internal leaders.
Our thriving offices are located:
New Orleans: 111 Veterans Memorial Blvd. Ste 940 Metairie, LA 70005
Mandeville: 1130 W Causeway Approach Mandeville, LA 70471
About the Financial Representative Role:
About the Financial Representative Role:
As a Financial Representative 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 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.
Our 3 Uniques: What Sets Us Apart
- 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.
We are deeply committed to making a positive impact in the community by passionately supporting several remarkable initiatives:
- Women’s Leadership Academy: Inspiring inclusion through International Women’s Day panels and empowering young women through leadership programs.
- Alex’s Lemonade Stand Foundation: Supporting childhood cancer research and families affected by it.
- University of New Orleans Alumni Association: Actively engaging with alumni to foster community connections.
- DOD SkillBridge Program: Supporting military members transitioning to civilian careers.
- Salvation Army: Contributing to their mission of helping those in need.
In addition to local recognition, The Habetz Network 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:
Avril Habetz, Managing Partner:
- How long with NM? 17 years.
- Previous job/career/business experience? Retail background as a manager of a local gift shop and Banana Republic.
- Passionate about outside of work? 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? 12 years.
- Previous job/career/business experience? Former intern, worked in furniture sales.
- Passionate about outside of work? 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? 10 years.
- Previous job/career/business experience? Former intern, worked as a P&C servicing representative.
- Passionate about outside of work? 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? 6 years.
- Previous job/career/business experience? Former intern, worked as a bartender.
- Passionate about outside of work? Former high school athlete, engaged, loves spending time with friends and family experiencing NOLA culture, playing golf, and cheering for LSU & the Saints.
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. Managing Partners are not in legal partnership with each other, NM, or its subsidiaries.
Flexible work from home options available.
Salary : $70,000 - $115,000
