Job Description
Job Description
Job Description
Benefits:
- Stipend
- Retirement
- Bonus based on performance
- 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 Cestia District 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: Located in the heart of Louisiana, the Cestia District of Northwestern Mutual has established itself as a top workplace, recognized for excellence across the state and beyond. Named
Reader Rankings Best Insurance Company 2023 , our district continues to thrive by investing in growth and nurturing the development of future internal leaders.
Beyond our professional achievements, we are proud to be deeply rooted in our community. Our team passionately supports initiatives that make a meaningful impact, including Maddies Footprints, Hospice of Acadiana, Alexs Lemonade Stand, and the University of Louisiana at Lafayette School of Business.
Join us at the Cestia District, where we are dedicated to excellence, growth, and making a differenceone family, one business, and one community at a time.
Meet Some of Our Local Leaders, the Heartbeat of Our Business: Stuart Cestia - Managing Director - How long with NM? Been with Northwestern Mutual since 1997.
- Previous experience? Graduated from the University of Louisiana at Lafayette, where he was also a student-athlete, playing baseball at both Northwestern State University and the University of Louisiana Lafayette.
- Passionate about? Passionate about family, spending quality time with his wife Angie and their children, Preston and Olivia. An avid outdoorsman, Stuart enjoys hunting and offshore fishing in his free time.
Andrew Tregre - Growth and Development Director - How long with NM? 11.5 years with Northwestern Mutual.
- Previous experience? Former intern; led pilgrimages and mission trips during college.
- Passionate about? Dedicated to his wife and 3 children; passionate about church, pickleball, and his role at Northwestern Mutual.
Diogo Tavares - Financial Advisor and College Unit Director - How long with NM? Been with Northwestern Mutual for 4 years.
- Previous experience? Previous roles include lifeguard, EMT, Operations Manager in the heavy-duty truck business and served 7 years in the US Army.
- Passionate about? Family time, pursuing a doctoral degree, camping, DIY projects, and active involvement in youth and veteran organizations.
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. Stuart Cestia is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Job Tags
Local area, Work from home, Visa sponsorship, Offshore, Flexible hours,