Financial Representative

3 weeks ago


Plano, United States Northwestern Mutual Full time

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


  • Plano, United States LINCOLN WEALTH Full time

    Job DescriptionJob DescriptionFast growing financial services office needs a Independent Advisor representative with experience meeting with clients and completing the new client process.Series 65 or 66 license is a must.Fantastic Marketing campaigns produce unlimited appointments.  Our job is to meet, discover and close clients to assist them from their...


  • Plano, United States BOK Financial Full time

    Req ID: 74506 Location: Plano -PLAN Areas of Interest: Private Wealth Advisor; Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 05/31/2024 BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.based financial services holding company with operations in Oklahoma, Texas,...


  • Plano, United States Capital One Full time

    NYC 299 Park Avenue (22957), United States of America, New York, New YorkAudit Director, Financial Crimes Compliance (Hybrid) Capital One’s Audit function is a dedicated group of professionals focused on delivering top-quality assurance services to the organization’s Audit Committee. Audit professionals are experienced, well-trained and credentialed, and...


  • Plano, United States Zane Shepherd Financial Srvcs Inc Full time

    Job DescriptionJob DescriptionBenefitsCompetitive Pay401(k)Health insurancePaid time offThis is a licensed position.Must have Texas General Lines Property & Casualty license.Our Customer Service professionals are responsible for delivering the highest standards of quality and care to our customers ensuring complete satisfaction with every interaction.Duties...


  • Plano, United States Zane Shepherd Financial Srvcs Inc Full time

    Job DescriptionJob DescriptionBenefits:401(k)Competitive salaryHealth insurancePaid time offBenefitsCompetitive Pay401(k)Health insurancePaid time offThis is a licensed position.Must have Texas General Lines Property & Casualty license.Our Customer Service professionals are responsible for delivering the highest standards of quality and care to our customers...


  • Plano, United States Zane Shepherd Financial Srvcs Inc Full time

    Job DescriptionJob DescriptionBenefits:401(k)Competitive salaryHealth insurancePaid time offBenefitsCompetitive Pay401(k)Health insurancePaid time offThis is a licensed position.Must have Texas General Lines Property & Casualty license.Our Customer Service professionals are responsible for delivering the highest standards of quality and care to our customers...


  • Plano, United States Edison Solar Full time

    Job DescriptionJob DescriptionPosition Overview:We are seeking a highly motivated and energetic individual to join our team as a Traveling Door-to-Door Solar Sales Representative. As a key member of our solar sales division, you will be responsible for promoting and selling our renewable energy products and services to residential customers. This role...


  • Plano, United States Jessenia Ocon-Farmers Insurance Agency Full time

    Job DescriptionJob Description***Please complete assessment to be considered for the position.***We are looking for an entry level sales representative to generate new business by contacting potential customers. You will sell, solicit, differentiate and negotiate insurance plans that match the needs of your assigned or prospective customers portfolio. The...


  • Plano, United States Jessenia Ocon-Farmers Insurance Agency Full time

    Job DescriptionJob Description***Please complete assessment to be considered for the position.***We are looking for an entry level sales representative to generate new business by contacting potential customers. You will sell, solicit, differentiate and negotiate insurance plans that match the needs of your assigned or prospective customers portfolio. The...


  • Plano, United States Jessenia Ocon-Farmers Insurance Agency Full time

    Job DescriptionJob Description***Please complete assessment to be considered for the position.***We are looking for an entry level sales representative to generate new business by contacting potential customers. You will sell, solicit, differentiate and negotiate insurance plans that match the needs of your assigned or prospective customers portfolio. The...


  • Plano, United States Jessenia Ocon-Farmers Insurance Agency Full time

    Job DescriptionJob Description***Please complete assessment to be considered for the position.***We are looking for an entry level sales representative to generate new business by contacting potential customers. You will sell, solicit, differentiate and negotiate insurance plans that match the needs of your assigned or prospective customers portfolio. The...


  • Plano, United States Hilltop Holdings Full time

    HilltopSecurities is looking to hire a Client Service Associate to work in the Plano, Texas office. The Client Service Associate will work for several financial advisors. This position will assist in servicing a large client base that is continually growing. HilltopSecurities Inc., a member of the FINRA and SIPC, is a wholly owned subsidiary of Hilltop...

  • Senior Accountant

    3 days ago


    Plano, United States Aimbridge Corporate Full time

    Job Summary: Assist Director of Central Accounting with management of assigned hotels financial information and prepare financial statements for business units in a timely and accurate manner while creating a positive working environment. The incumbent may be expected to provide support and oversight of additional accounts reconciliations reporting and...

  • Senior Accountant

    2 weeks ago


    Plano, United States Lori's Gifts Full time

    Job Description Job Description Description: Job Title: Senior Accountant Department: Accounting Division: Corporate Reports To: Accounting Manager Position Summary: Lori’s Gifts accounting department is looking for a passionate and highly motivated Senior Accountant to join their team. The Senior Accountant will be primary responsible to ensure accurate...


  • Plano, United States KFC Full time

    Description To perform maintenance and construction of all facilities related to operations of all Quality Chick'n assets; supplying and maintaining the resources and equipment necessary to keep the facility operating in a highly effective and profitable manner, achieving the desired Return on Sales (ROS) and Return on Investment (ROI) for the owner. Job...


  • Plano, United States Redox Inc Full time

    About the CompanyRedox is a leading commodity and specialty chemical distributor with 12 sales offices throughout the United States, Australia, Malaysia and New Zealand. With more than 370 staff and sales in excess of US$730 million last financial year Redox brings the best products from around the world to clients in over 200 unique industries.Our products...

  • Senior Accountant

    3 weeks ago


    Plano, United States LORIS GIFTS INC Full time

    Job DescriptionJob DescriptionDescription:Job Title: Senior AccountantDepartment: AccountingDivision: CorporateReports To: Accounting ManagerPosition Summary:Lori’s Gifts accounting department is looking for a passionate and highly motivated Senior Accountant to join their team. The Senior Accountant will be primary responsible to ensure accurate and...


  • Plano, United States Sunflower Bank NA Full time

    Job DescriptionJob DescriptionDescription:Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of our Customer Care Center CSR in Plano, TX!**Full-time (30-35 hours week)**Customer Service Representative• MUST HAVE: 8-12 months call center experience• Salina, KS (in office position)• Positive and Fun Work...

  • Branch Manager

    2 weeks ago


    Plano, United States Hertz Full time

    The Branch Manager II represents all Hertz Global brands to our customers, community leaders, business partners, vendors and government entities. This position is primarily responsible for the successful delivery and oversight of the Hertz product to internal and external customers. This position provides overall leadership to all employees with...

  • Client Onboarding

    2 weeks ago


    Plano, United States JPMorgan Chase Full time

    Own our Client's Onboarding experience end to end! Use your Project Management expertise to manage complex treasury product implementations for JP Morgan Chase Clients from around the world. As a Client Onboarding Vice President within the Commercial Bank, you will spearhead a project team dedicated to providing support for the implementation of our...