Financial Representative Career Changers Wanted
Radliff District - Northwestern Mutual•San Antonio, TX
•$70,000 - $85,000•Onsite
About The Position
As a Financial Representative at Northwestern Mutual, you will help individuals and businesses achieve financial goals through personalized insurance solutions and financial planning. The role involves building long-term client relationships, understanding clients’ unique needs, and providing tailored financial solutions. Prior financial or sales experience is not required; training, mentorship, and professional licensing support are provided. The position is with Radliff District in San Antonio, Texas.
Requirements
- Strong interpersonal and communication skills.
- Analytical thinking.
- Ability to build trust and rapport with clients.
- Obtain necessary licenses, such as Series 6, 63, and state insurance licenses; training is available.
Nice To Haves
- A bachelor’s degree is preferred.
- Previous experience in financial services, insurance, or business development is beneficial but not required.
Responsibilities
- Engage with clients to understand their financial goals, aspirations, and concerns.
- Develop comprehensive financial plans covering investments, insurance, and retirement.
- Recommend and implement insurance strategies to protect clients’ assets and income.
- Monitor clients’ financial plans, provide regular updates, and adjust strategies as circumstances change.
- Build and maintain a client network through referrals, community involvement, and professional associations.
Benefits
- Retirement benefits
- Performance-based bonus
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training and development
- Vision insurance
- Ongoing professional development and training programs, including sponsorship for advanced certifications
- Competitive compensation structure with performance incentives and no ceiling
- Support from a dedicated planning team, marketing resources, and experienced mentors
- Flexibility to create a schedule that fits your lifestyle and goals
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Upload and Match Resume
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
