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About the Role
As a Financial Representative at Northwestern Mutual, you will help individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Responsibilities
- Engage with clients to understand their financial goals, aspirations, and concerns.
- Develop comprehensive financial plans that include investments, insurance, and retirement.
- Recommend and implement insurance strategies to protect clients' assets and income.
- Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
- Build and maintain a network of clients through referrals, community involvement, and professional associations.
Requirements
- Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Skills
- Strong interpersonal and communication skills
- Analytical thinking
- Ability to build trust and rapport with clients
Location
- 3700 N Capital of TX Hwy, Ste 500, Austin, TX
Work Type
- Flexible schedule
- Flexible work from home options available
Experience Level
- Previous experience in financial services, insurance, or business development is beneficial but not required.
Education Level
- A bachelor's degree is preferred.
Salary/Compensations
- Competitive compensation structure including performance incentives, with no ceiling.
Benefits
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
- Access to ongoing training and development programs, including sponsorship for advanced certifications.
- Competitive compensation structure including performance incentives, with no ceiling.
- Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
- Flexibility to create a schedule that fits your lifestyle and goals.
- Company-funded pension and contributions to PFGF—our version of a profit-sharing retirement plan designed to support your long-term financial future.
About the Company
- At Blake District Northwestern Mutual, we are driven by a clear vision to have an impact on every life in South Central Texas.
- Guided by our mission to inspire action, maximize potential, and build legacies, and rooted in our core values of innovation, gratitude, excellence, and transparency, we foster a culture where purpose and performance go hand in hand.
- Our commitment extends beyond financial planning into the heart of our community, proudly supporting causes such as Dell Children’s Hospital through a $25,000 Superhero Sponsorship, FORE Kids, and Alex’s Lemonade Stand.
- We believe success is measured not only by professional growth but also by the positive difference we make in the lives we touch.
- Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people.
- As a mutual company, we answer to our policyowners—not Wall Street.
- We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
- Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI.