Financial Representative

Northwestern Mutual; Lafayette (LA); On-site; USD 61,000 - 119,000; Full time

Benefits offered by this job

Performance-based earnings

Fully company-funded retirement package

Comprehensive medical, vision, and dental plans

Job summary

A prominent financial services firm is looking for a Financial Representative in Lafayette, LA. In this full-time, on-site role, you'll build client relationships and provide tailored financial strategies to help clients achieve their goals. Ideal candidates hold a Bachelor’s degree, possess strong relationship-building skills, and have a drive for continuous learning. Benefits include performance-based earnings, comprehensive medical plans, and a fully company-funded retirement package. This entry-level position offers impressive growth potential and training support.

Qualifications

• Bachelor’s degree preferred in Finance or Business.
• History of success in client-facing roles.
• Desire for ongoing learning and improvement.

Responsibilities

• Help clients meet financial goals through personalized planning.
• Implement customized financial strategies and provide product guidance.
• Maintain strong relationships to provide ongoing financial support.

Skills

Relationship-building

Critical thinking

Motivation and drive

Education

Bachelor’s degree (Finance or Business preferred)

Job description

Overview

Becoming a financial advisor at Northwestern Mutual‑ Lafayette is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client‑building and obtaining licenses. Our award‑winning training programs equip you with the education, skill‑building, and development strategies you need to be successful in building a financial planning practice that focuses on:

Role Description

This is a full‑time on‑site role for a Financial Representative, based in Lafayette, LA. The Financial Representative will work directly with clients to help them meet their financial goals through personalized planning. Core responsibilities will include implementing tailored financial strategies, providing guidance on insurance and investment products, and assisting with retirement planning. The role also involves maintaining strong client relationships and providing ongoing financial support and insights.

Northwestern Mutual has been recognized for maintaining one of the best‑trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award‑winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first‑hand experience.

Qualifications

• Bachelor’s degree (Finance or Business preferred)
• Entrepreneurial ambitions to be a business owner
• History of success in relationship‑building or client‑facing roles
• Desire for continuous learning and collaboration
• Proficient critical thinking skills
• Strong sense of motivation and drive
• Legal authorization to work in the US without sponsorship

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
• 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 #LI-Onsite

Posted Salary Range

USD $61,000.00 - USD $119,000.00 /Yr.

Seniority level

Entry level

Employment type

Full‑time

Job function

Sales and Business Development

Location

Lafayette, LA

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