Northwestern Mutual · 1 day ago
Financial Representative
Lafayette, LA
Full-time
Onsite
New Grad, Entry Level
$61K/yr - $119K/yrNorthwestern Mutual is a company that provides financial planning services, and they are seeking a Financial Representative to help clients achieve their financial goals. The role involves implementing tailored financial strategies, providing guidance on insurance and investment products, and maintaining strong client relationships.
AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
No H1B
Hiring Manager
Jory Latiolais
Responsibilities
Work directly with clients to help them meet their financial goals through personalized planning
Implement tailored financial strategies
Provide guidance on insurance and investment products
Assist with retirement planning
Maintain strong client relationships and provide ongoing financial support and insights
Qualification
Required
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Preferred
Bachelor's degree (Finance or Business preferred)
Benefits
Performance-based earnings and revenue
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more
Certified Financial Planner® licensing support
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning
Company
Northwestern Mutual
Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
Founded in 1857
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Timothy Gerend
Chairman, President and CEO
Phil Odella
COO/CFO
Recent News
UPSTATE BUSINESS JOURNAL
2025-12-12
Company data provided by crunchbase