Financial Representative - Entry Level

Wheeler District of Northwestern Mutual

  • Baton Rouge, LA
  • $65,000-110,000 per year
  • Training
  • Full-time
  • 1 day ago
Benefits:
  • Stipend
  • Retirement
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance
  • Bonus based on performance
  • Company parties
  • Dental insurance
Join the winning team at the Wheeler District of Northwestern Mutual (NM)! 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 significantly investing in growth through the development of new internal leaders.Our growing office is located:1 Smart Way Suite 101, Baton Rouge, LA 70810We 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.
  • 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, our Network of offices 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:Meet Some of Our Local Leaders, the Heartbeat of Our Business:Ben Wheeler, Financial Representative & Market Leader:
  • How long with NM? 24 years, started as an intern before going full-time.
  • Previous job/career/business experience? Only had different college jobs before joining NM.
  • Passionate about outside of work? Family is Ben's main priority. He’s been passionate about golf since childhood and spends weekends with his family at their lake house, enjoying the outdoors.
Chris McGhee, Financial Advisor:
  • How long with NM? Since July 2009 as an intern; went full-time in January 2010.
  • Previous job/career/business experience? College baseball player at LSU.
  • Passionate about outside of work? Chris is passionate about his kids, Camden (9) and Collins (6), his faith in Christ, coaching youth baseball, and continuously growing in all aspects of life, especially through building meaningful relationships.
Madison Welch, Talent Director:
  • How long with NM? 2 years.
  • Previous job/career/business experience? Elementary school teacher specializing in ESL and Reading.
  • Passionate about outside of work? Family is Madison’s main priority. She has a love for reading and often finds herself diving into a good book whenever she has free time.
Taylor Dodge, Financial Representative:
  • How long with NM? Intern in 2010, full-time in September 2013.
  • Previous job/career/business experience? Worked at Cutco before becoming an intern.
  • Passionate about outside of work? Taylor enjoys hanging out with his wife and best friends. He’s passionate about golfing, hunting, and fishing, and appreciates that his career allows him the time and resources to pursue all three at a high level.
About the Role: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.
Earnings Potential within Our Network of Offices:
  • High End: $115K+ in the first year.
Long-Term Earnings Potential:
  • Average of Career Advisors (5+ years): $450K annually.
  • Top 25%: $1M annually.
Top 10%: $2M annually.Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Ben Wheeler is a General Agent of NM and is not in legal partnership with NM, or its subsidiaries.Flexible work from home options available.

Wheeler District of Northwestern Mutual