Deramus District of Northwestern Mutual - Shreveport, LA
posted 19 days ago
The Client Success Agent position at the Deramus District of Northwestern Mutual is designed for individuals with a passion for teamwork and competition, particularly those with a background in athletics. This role focuses on engaging with clients to understand their financial needs and providing personalized guidance to help them achieve their financial protection and planning goals. The position emphasizes the importance of resilience, discipline, and a goal-oriented mindset, which are qualities that athletes naturally possess. As a Client Success Agent, you will be responsible for designing and implementing tailored financial strategies, regularly reviewing clients' financial plans, and cultivating a robust network of clients through referrals and community involvement.