Financial Representative - Entry Level

Conrad District of Northwestern Mutual

  • Lake Charles, LA
  • $65,000-110,000 per year
  • Training
  • Full-time
  • 1 day ago
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 Conrad District of Northwestern Mutual (NM)!Our Network, recognized as a top workplace, has been honored with several prestigious awards, including Top Workplaces 2024 and Reader Rankings’ Best Insurance Company 2023. As the largest financial firm in SWLA with 7 CFPs in our district, we are significantly investing in growth through the development of new internal leaders.Our thriving office is located: 127 W Broad St Ste 600 Lake Charles, LA 70601About the Role:At the Conrad 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.
  • Licenses: 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 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.
Our network of offices is deeply committed to making a positive impact in the community by passionately supporting several remarkable initiatives:
  • Up for Downs: Empowering individuals with Down syndrome in Louisiana through advocacy, support, and education.
  • 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.
  • Salvation Army: Contributing to their mission of helping those in need.
In addition to local recognition, our Network 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 Our Lake Charles Leader, Jonathan Conrad:As a Financial Advisor and Field Director, Jonathan has dedicated 14 years to Northwestern Mutual, joining the company straight out of college. He has grown into a resilient leader, committed to mentoring and guiding new team members. Jonathan invests his experience and energy into helping others build successful careers, creating a positive impact on both his team and the broader community.Outside of work, Jonathan is a devoted family man with four children. He actively coaches his kids' sports teams and enjoys baseball and golf. He also serves as a pastoral counselor at St. Martin de Porres Catholic Church and participates in the Real Men Wear Pink campaign for the American Cancer Society.Jonathan’s leadership is defined by his dedication to others, both in his professional and personal life. He leaves a lasting impact through his mentorship and community involvement.Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jonathan Conrad is a General Agent of NM. Field Directors are not in legal partnership with each other, NM, or its subsidiaries.Flexible work from home options available.

Conrad District of Northwestern Mutual