Job Description
Job Description
Job Description
Benefits:
- Retirement
- Stipend
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Transition Your Real Estate Experience to Financial Services with Northwestern Mutual! Are you a residential or commercial real estate agent interested in exploring a new career path? The Habetz Network of Northwestern Mutual invites real estate professionals to consider how their skills and experiences could align with a career in financial services as a Financial Representative, offering new opportunities for growth, income potential, and professional impact. Here is why many in the Real Estate industry consider a successful transition:
- Endurance and Dedication Translate Well: Your success in real estate demonstrates the endurance and dedication required to thrive in a demanding market, which align well with a career in financial services.
- Building Meaningful Client Relationships: Real estate transactions may be one-time events, but financial services provide the opportunity to work with clients throughout their lives, addressing needs such as saving for college, planning for retirement, or buying a home.
- Leverage Your Expertise and Network: Your skills and professional connections from real estate can help you guide individuals toward achieving their financial goals.
- Career Growth Opportunities: Explore a career path that allows you to continue helping others while developing your professional skills.
- Comprehensive Training and Licensing Support: We offer training and licensure opportunities to equip you with the tools and knowledge needed for success in financial services.
About Us: The Habetz Network of Northwestern Mutual (NM) is a dynamic and award-winning office, proudly serving New Orleans and beyond. Celebrated as a 2024 Top Workplace and Reader Rankings Best Insurance Company of 2023, we are committed to excellence in both our services and workplace culture. Under the inspiring leadership of our Managing Partner and Executive Director of Recruitment and Selectionhonored as 2023 Women of the Year nomineeswe prioritize the development of future leaders and community impact. Our passion extends to initiatives like the Womens Leadership Academy, Alexs Lemonade Stand Foundation, University of New Orleans Alumni Association, DOD SkillBridge Program, and Salvation Army. Join us and be part of a team thats driven to grow, lead, and give back!
Our thriving offices are located: New Orleans: 111 Veterans Memorial Blvd. Ste 940 Metairie, LA 70005
Mandeville: 1130 W Causeway Approach Mandeville, LA 70471
Meet Some of Our Local Leaders, the Heartbeat of Our Business: Avril Habetz - Managing Partner: - How long with NM? Been with NM for 17 years.
- Previous experience? Retail background as a manager of a local gift shop and Banana Republic.
- Passionate about? 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? Been with NM for 12 years.
- Previous experience? Former intern, worked in furniture sales.
- Passionate about? 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? Been with NM for 10 years.
- Previous experience? Former intern, worked as a P&C servicing representative.
- Passionate about? 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? Been with NM for 6 years.
- Previous experience? Former intern, worked as a bartender.
- Passionate about? Former high school athlete, engaged, loves spending time with friends and family experiencing NOLA culture, playing golf, and cheering for LSU & the Saints.
Key Responsibilities of a Financial Advisor: - 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: - Experience: Previous experience in financial services or insurance is 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).
Position Perks: - Significant bonus opportunity commensurate with outcomes
- Dental insurance
- Health insurance
- Life insurance
- Retirement plan
- Vision insurance
- Ongoing professional development
- Local culture of support and positive recognition
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 and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Job Tags
Work at office, Local area, Work from home, Visa sponsorship, Flexible hours,