Financial Advisor with Healthcare Background

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 Healthcare Expertise into Financial Services with the Deramus District of Northwestern Mutual!

Leverage Your Healthcare Background for a Rewarding Career :

• Build Direct Client Relationships : Professionals from healthcarewhether it's pharma, medical sales, or clinical rolesare drawn to financial services because it allows them to work directly with clients, offering personalized advice rather than working through intermediaries.
• Make a Meaningful Impact : Use your knowledge and experience in healthcare to guide clients through critical life stages. Whether its helping individuals plan for medical expenses, retirement, or higher education, your insights can help clients secure their financial futures and improve their lives.
• Unlimited Growth Potential : As healthcare professionals understand the complexities of lifes important decisions, they know that each life stage brings new financial planning needs. Your ambition, dedication, and expertise will determine how far you can go in this fulfilling career.
• A Rewarding Career Path : Transition to a career where you can build long-term relationships, create meaningful outcomes for your clients, and make a lasting impact, all while using your healthcare expertise to navigate the financial landscape.

Meet Our Leaders :

Jeremy Deramus - Growth & Development Director :

• How long with NM? 12 years full-time, 1 year as an intern.
• Previous experience? College student who transitioned to full-time from an internship.
• Passionate about? Jeremy enjoys spending time with his wife and son, restoring classic cars (particularly older Chevys), and traveling to Sandestin / 30A, Florida. Hes also passionate about personal growth, faith, and all things Disney.

Morgan Hope - Talent Acquisition Specialist :

• How long with NM? 9 months.
• Previous experience? Intake coordinator at a childrens clinic.
• Passionate about? Morgan loves staying busy with community involvement, fundraising through Kendra Scott events, and spending quality time road-tripping with her husband and pups.

Brian Hope - Financial Advisor / Advanced Mentor :

• How long with NM? 12 years.
• Previous experience? Registered Nurse working in the ICU.
• Passionate about? Brian is passionate about spending time with his wife and three children, enjoying outdoor activities like hunting and fishing on their farm in Kansas, and being involved in his church community.

Logan Rhoads - Financial Advisor :

• How long with NM? 11 months.
• Previous experience? Professional photographer and former NM intern.
• Passionate about? Logan enjoys creating memorable experiences with his wife, especially on cruises, spending time with friends over dinner parties, and being actively involved in his church's production team.

About Us : The Deramus District of Northwestern Mutual is a top-performing team proudly serving Louisiana and beyond. Recognized as one of the best workplaces in the region, we were honored with the prestigious Reader Rankings Best Insurance Company 2023 award. Committed to growth and excellence, we invest in developing future leaders while making a lasting impact on our community. Through our partnerships with remarkable initiatives like The Hub Urban Ministry, ChristFit Gym, Alexs Lemonade Stand, and the Shreveport / Bossier Rescue Mission, we strive to create a brighter future for all. Join us and be part of a winning team dedicated to success and service!

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.

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

Qualifications :

• Education : A bachelor's degree is preferred.
• 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).

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jeremy Deramus is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.