Wealth Agent with Training

3 weeks ago


Mansfield, Texas, United States Northwestern Mutual of Greater Fort Worth Full time
Job Opportunity: Wealth Agent with Training

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.
What We Offer:
  • 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.
Qualities We Seek in a Candidate:
  • 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.
Benefits:
  • 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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