Wealth Agent with Training
3 weeks ago
We are seeking a driven individual to join our team as a Wealth Agent with Training at Northwestern Mutual of Greater Fort Worth. As a Wealth Agent, you will provide tailored financial advice to local business owners and individual clients, focusing on wealth management, retirement, and life insurance.
About the Role:- Develop customized financial plans that align with both personal and business goals for clients in the local community.
- Build strong, long-term relationships by offering ongoing financial guidance and support as clients' needs evolve.
- Potential for abundant, consistent, and predictable results.
- A collaborative, high-support team environment, fostering growth and camaraderie.
- Full business development process training and support for seamless operations.
- Proven operational systems and cutting-edge technology for enhanced agent efficiency.
- Achieving high performance while maintaining a great quality of life.
- Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators.
- Achievers who celebrate accomplishments with a balanced and positive mindset.
- People who prioritize understanding the 'who, why, and how' behind actions more than just the 'what.'
- Professionals dedicated to mastering their craft and excelling in their field.
- Savvy communicators who find joy in simplifying complex decisions for others.
- Emerging leaders and team players, equally adept at leading and collaborating.
- Generous souls who gladly treat others without hesitation.
- Ambitious thinkers who embrace boundless opportunities and possibilities.
- Fearless individuals, unafraid of public setbacks as they embrace personal growth.
- Open-minded and receptive, eager to learn and be coached regardless of their experience level.
- Forward-thinkers who balance long-term vision with outstanding short-term performance.
- Advocates for teamwork and cooperation, where everyone contributes equally.
- Passionate about their work, yet approachable and good-natured in their demeanor.
- Significant bonus opportunity commiserate with outcomes
- Dental insurance
- Health insurance
- Life insurance
- Retirement plan
- Vision insurance
We are a united group of determined, ambitious professionals, eager to make a difference in people's lives as we accelerate the growth across our network of thriving offices. If you are a driven individual with an unwavering sense of mission, we encourage you to apply for this exciting opportunity.
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Wealth Agent with Training
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Mansfield, Texas, United States Northwestern Mutual of Greater Fort Worth Full timeAbout the Role:As a Wealth Agent with Northwestern Mutual of Greater Fort Worth, you will provide tailored financial advice to local business owners and individual clients, focusing on wealth management, retirement, and life insurance. You will develop customized financial plans that align with both personal and business goals for clients in the local...
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Mansfield, Texas, United States Northwestern Mutual of Greater Fort Worth Full timeAbout Northwestern Mutual of Greater Fort WorthWe are a united group of determined, ambitious professionals, eager to make a difference in people's lives as we accelerate the growth across our network of thriving offices.Our Unique ApproachWe distinguish ourselves by prioritizing a meticulous focus on the process, ensuring sustainable business practices and...
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