Financial Representative - Entry Level
10 days ago
Shreveport
Job DescriptionBenefits: • Stipend, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development 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. 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 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. 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.