Financial Representative Dallas TX

4 weeks ago


Frisco, United States Northwestern Mutual Full time

As a Northwestern Mutual Financial Representative:

  • 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

Benefits:

Yes

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