Client Advisor with Athletic Background

Habetz Network of Northwestern Mutual

  • Houma, LA
  • $75,000-115,500 per year
  • Permanent
  • Full-time
  • 1 month ago
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)!
Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career with one of our local Network offices!Why Current and Former Athletes Thrive Here: We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Here’s why athletes thrive with us: * Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients.
  • Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career.
  • Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives.
  • Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity.
  • Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients.
By leveraging these qualities, former and current athletes find a fulfilling and prosperous career at the Habetz Network of Northwestern Mutual where their sports background becomes a cornerstone of their professional success.Our thriving offices are located:New Orleans: 111 Veterans Memorial Blvd. Ste 940 Metairie, LA 70005Mandeville: 1130 W Causeway Approach Mandeville, LA 70471Meet some of our local team, many who have excelled in athletics: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.
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.
Key Responsibilities: As a Client Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations.Qualifications: We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered.Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community. We offer a first year stipend based on controllable factors, ensuring a starting income, if you put in the work and meet the position’s requirements.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.

Habetz Network of Northwestern Mutual