Wheeler District of Northwestern Mutual
Financial Advisor with Management Experience
Full Time • Baton Rouge LA
Benefits:
- Stipend
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Transition Your Management Experience into a Career in Financial Services with the Wheeler District - Northwestern Mutual!
Your ability to lead teams, drive results, and build strong relationships could make you an ideal fit for a rewarding career in financial services. We are seeking management professionals from diverse industries, including retail, restaurant, hospitality, operations, logistics, manufacturing, education, or healthcare who are ready to take their leadership skills to the next level.
- Leverage Your Leadership Expertise: Your management experience has equipped you with communication, problem-solving, and team-building skills. In financial services, you could apply those same strengths to educate clients, develop strategies, and guide them toward long-term financial success.
- Build Meaningful Relationships: Just as you’ve inspired and led teams in your previous roles, this career could allow you to build lifelong connections while helping clients navigate important financial decisions.
- See the Impact of Your Work: In management, you’ve driven performance and helped others achieve their goals. In this role, you could see the tangible results of your efforts as clients and families gain lasting financial confidence and security.
- Unlock Unlimited Growth Potential: Unlike traditional management roles, your growth here isn’t capped. Your ambition and work ethic determine how far you go with opportunities for leadership, ownership, and unlimited earning potential.
Our thriving office is located at: 1 Smart Way Suite 101, Baton Rouge, LA 70810
Meet Our Team:
Chris McGhee, Financial Advisor:
- How long with NM? Since July 2009 as an intern; went full-time in January 2010.
- Previous job/career/business experience? College baseball player at LSU.
- Passionate about outside of work? Chris is passionate about his kids, Camden (9) and Collins (6), his faith in Christ, coaching youth baseball, and continuously growing in all aspects of life, especially through building meaningful relationships.
Ben Wheeler, Financial Representative & Market Leader:
- How long with NM? 24 years, started as an intern before going full-time.
- Previous job/career/business experience? Only had different college jobs before joining NM.
- Passionate about outside of work? Family is Ben's main priority. He’s been passionate about golf since childhood and spends weekends with his family at their lake house, enjoying the outdoors.
Madison Welch, Talent Director:
- How long with NM? 2 years.
- Previous job/career/business experience? Elementary school teacher specializing in ESL and Reading.
- Passionate about outside of work? Family is Madison’s main priority. She has a love for reading and often finds herself diving into a good book whenever she has free time.
Taylor Dodge, Financial Representative:
- How long with NM? Intern in 2010, full-time in September 2013.
- Previous job/career/business experience? Worked at Cutco before becoming an intern.
- Passionate about outside of work? Taylor enjoys hanging out with his wife and best friends. He’s passionate about golfing, hunting, and fishing, and appreciates that his career allows him the time and resources to pursue all three at a high level.
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 is highly preferred, but not required.
- 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 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. Ben Wheeler is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Compensation: $95,000.00 - $125,000.00 per year
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Industry Leading Compensation
Mentorship Program offering new agents the necessary fundamentals
Ongoing Specialized Training
Dedicated In-House Administrative Support
Career Advancement Opportunities
Company Full of Successful Leaders
Collaboration with highly productive peers