Financial Representative Dallas TX
4 weeks ago
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:
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