Financial Representative - Entry Level

Job Description

Job Description

Benefits :

Stipend

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

At the Deramus District of Northwestern Mutual, we believe true success is measured not only by professional excellence but also by the positive impact we make in the lives of others. Thats why we proudly support a wide range of community initiatives, from empowering individuals experiencing homelessness and poverty to championing families affected by childhood cancer and uplifting the special needs community. Whether it is through faith-based wellness, shelter and rehabilitation services, or providing resources to those facing lifes toughest challenges, our commitment extends far beyond financial planning. 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 also significantly investing in growth through the development of new internal leaders. This dedication to service is reflected not only in the lives we touch locally, but also in the national recognition our network of offices has received, including honors such as a Top 100 Internship by WayUp, Glassdoors Best-Led Companies, Time Stampeds Best Overall Life Insurance Company, and Fortunes Worlds Most Admired.

Our thriving office is located : 330 Marshall St Ste 111 Shreveport, LA 71101

Meet Some of Our Local Leaders, the Heartbeat of Our Business :

Jeremy Deramus - Growth & Development Director :

• How long with NM? 12 years full-time, 1 year as an intern.
• Previous experience? College student who transitioned to full-time from an internship.
• Passionate about? Jeremy enjoys spending time with his wife and son, restoring classic cars (particularly older Chevys), and traveling to Sandestin / 30A, Florida. Hes also passionate about personal growth, faith, and all things Disney.

Morgan Hope - Talent Acquisition Specialist :

• How long with NM? 9 months.
• Previous experience? Intake coordinator at a childrens clinic.
• Passionate about? 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? 12 years.
• Previous experience? Registered Nurse working in the ICU.
• Passionate about? 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? 11 months.
• Previous experience? Professional photographer and former NM intern.
• Passionate about? 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.

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 :
• Stipend
• 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.

Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor : https : / / youtu.be / tar1BSa7Gaw

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.