Financial Representative (Dallas, TX)

Learn more about Northwestern Mutual
Northwestern Mutual

Northwestern Mutual

Financial Representative (Dallas, TX)

Plano, TX +3 locations
Full Time
Paid
  • Responsibilities

    As a Northwestern Mutual Financial Advisor:

    • Build—Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends.
    • Educate—Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans.
    • Influence— Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations.
    • Own—Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs.

    As a Financial Representative, a typical day may include:

    • Meeting with clients and prospective clients to determine strategies that best fit their financial goals
    • Developing tailored financial solutions for each client
    • Training and coaching from executives in the financial field
    • Making calls to prospective clients

    Mandatory Qualifications:

    • BA or BS degree from a four year institution
    • Strong Interpersonal Skills
    • Self-motivated and willing to learn
    • Values of Integrity and Honesty
    • Demonstrated interest in Business, Finance, or Entrepreneurship
    • Prior sales and/or business experience

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Flexible schedule
    • Health insurance
    • Life insurance
    • Professional development assistance
    • Retirement plan
    • Vision insurance

    Compensation & Benefits

    • Commission structure to support early development
    • Renewable income
    • Bonus programs and expense allowances
    • Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more
    • Retirement Package and Pension Plan
    • Medical, Dental, Vision, Life Insurance and Disability Income Insurance
    • Family Planning
  • Industry
    Financial Services
  • Locations
    Plano, TX • Rockwall, TX • Frisco, TX • Dallas, TX
  • About Us

    Northwestern Mutual has been helping families and businesses achieve financial security for over 165 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.