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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

• 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 strongly preferred.

Salary/Compensations

• Competitive compensation structure including performance incentives, with no ceiling.

Benefits

• Retirement
• Bonus based on performance
• Company parties
• Dental insurance
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance
• Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
• Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
• Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
• Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
• Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.

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.
• 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.