Financial Representative Entry Level

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 Wheeler District of Northwestern Mutual (NM). Our Network is recognized as a top workplace across Louisiana and beyond, honored with awards including Reader Rankings’ Best Insurance Company 2023.

• Women’s Leadership Academy:
  Inspiring inclusion through International Women’s Day panels and empowering young women.
• Alex’s Lemonade Stand Foundation:
  Supporting childhood cancer research and families.
• DOD Skill Bridge Program:
  Supporting military members transitioning to civilian careers.
• Salvation Army:
  Contributing to their mission of helping those in need.

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.

• 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.

• 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).

• 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, a first‑year stipend is earned on controllable factors.
• 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.

High End: $115K+ in the first year.

• Average of Career Advisors (5+ years): $450K annually.
• Top 25%: $1M annually.
• Top 10%: $2M annually.

Flexible work from home options available.

Wheeler District of Northwestern Mutual