Financial Representative
3 months ago
As business owners, Financial Representatives at Northwestern Mutual Dallas help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.
Our award-winning training equips even inexperienced financial professionals with the education, skill-building, and development strategies needed to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help you gain financial expertise, including but not limited to:
Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis
As a Financial Representative, you have the opportunity to:
- Build—Work to build a client base by growing relationships with your network and develop knowledge of Northwestern Mutual financial products and market trends.
- Educate—Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use proprietary technology, reporting tools, and illustrations to educate clients on potential plans.
- Influence— Present clients with the opportunity to protect and prosper, then drive clients to action through expert perspective, 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 optimal advice for your clients’ needs.
Here at Northwestern Mutual, we believe there’s more than one way to build, grow, and transition your practice. As an entrepreneur with opportunities to become a specialist, lean into leadership, or join a team, you’ll find the growth that fits your vision and your business.
Compensation & Benefits
- Performance-based earnings and revenue (average annual earnings of $70K-$250K; based on 2015-2022 company average for representatives in the first 3 years)
- Additional income structure to support training and early development
- Renewal income earned for continued client support and policy management
- Bonus programs and expense allowances
- Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more
- NM-Funded Retirement Package and Pension Plan
- Competitive and comprehensive medical, vision, and dental plans
- Life Insurance and Disability Income Insurance
- Parental benefits at every stage of family planning
You could be right for this opportunity if you have:
- 4-year degree; or equivalent professional work experience
- Entrepreneurial ambitions
- History of success in relationship-building or client-facing roles
- Excellent time-management skills
- Desire for continuous learning and collaboration
- Proficient critical thinking and communication competencies
- Legal authorization to work in the US without sponsorship
Company DescriptionFor over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors1 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone’s unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual:
•\tFortune 500 company (2023)
•\tForbes’ Best Employers for Diversity (2018-2021)
•\tTop 10 US Independent Broker-Dealers2
•\t#1 Amongst Life Insurers Most Admired Companies3 for Financial Soundness, Quality of Products/Services, and Use of Corporate Assets
•\tBest Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
•\t$257 billion retail investment client assets held or managed by Northwestern Mutual 4
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
1 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
2 Ranking for Northwestern Mutual Investment Services, LLC based on total 2022 AUM. Sources: Financial Advisor magazine, April 2023.
3 To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com
4 Combined client assets of NMIS and NMWMC as of June 30, 2023Company DescriptionFor over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. \r
\r
Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. \r
\r
Our Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors1 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.\r
\r
As a company, we value an inclusive and belonging workplace where everyone’s unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.\r
\r
Why join Northwestern Mutual: \r
•\tFortune 500 company (2023) \r
•\tForbes’ Best Employers for Diversity (2018-2021) \r
•\tTop 10 US Independent Broker-Dealers2 \r
•\t#1 Amongst Life Insurers Most Admired Companies3 for Financial Soundness, Quality of Products/Services, and Use of Corporate Assets \r
•\tBest Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) \r
•\t$257 billion retail investment client assets held or managed by Northwestern Mutual 4 \r
\r
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.\r
1 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.\r
2 Ranking for Northwestern Mutual Investment Services, LLC based on total 2022 AUM. Sources: Financial Advisor magazine, April 2023.\r
3 To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com\r
4 Combined client assets of NMIS and NMWMC as of June 30, 2023
-
Financial Representative Intern
3 months ago
University Park, United States Northwestern Mutual Full timeJob DescriptionJob DescriptionFinancial Representative Interns at Northwestern Mutual help their clients live more and worry less through our unique approach to financial planning. Our interns, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while employing local and nationwide experts, exclusive...
-
Financial Services Representative
4 weeks ago
Monterey Park, California, United States OneMain Financial Full timeEmbark on a rewarding career as a Financial Services Representative - Loan Specialist at OneMain Financial, where you'll empower customers with responsible access to credit.About the RoleYou'll be the face of our company, delivering exceptional customer service and presenting financial solutions that meet their needs. Your primary responsibility will be to...
-
Financial Representative
4 weeks ago
college park, United States The Western and Southern Life Insurance Company Full timeExplore Your Future at Western & Southern LifeDo you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills and want to make an impact, you may be an ideal candidate for a career at Western & Southern Life, a member of Western &...
-
Financial Representative
2 months ago
College Park, United States The Western and Southern Life Insurance Company Full timeExplore Your Future at Western & Southern LifeDo you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills and want to make an impact, you may be an ideal candidate for a career at Western & Southern Life, a member of Western &...
-
Financial Representative
1 month ago
college park, United States The Western and Southern Life Insurance Company Full timeExplore Your Future at Western & Southern LifeDo you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills and want to make an impact, you may be an ideal candidate for a career at Western & Southern Life, a member of Western &...
-
Business Development Representative
2 weeks ago
Villa Park, Illinois, United States Darlene Trendl Financial Service Full timeCompany Overview:Darlene Trendl Financial Service is a leading financial services distribution broker that offers a diverse portfolio of over 200 products.About the Role:We are seeking an independent and self-motivated Business Development Representative to join our team as an Independent Financial Services Agent.This non-captive position offers a scalable...
-
Cedar Park, Texas, United States Community Choice Financial Family of Brands Full timeOverviewWe are seeking a skilled Financial Services Representative to join our team at Community Choice Financial Family of Brands. This role is ideal for individuals who possess excellent customer service skills and a passion for helping others achieve financial stability.About UsWith over 25 years of experience, we have established ourselves as a trusted...
-
Financial Services Representative
2 weeks ago
Villa Park, Illinois, United States Bankers Life Full timeWe are seeking ambitious individuals to join our team of Financial Services Professionals at Bankers Life, one of the most respected brands in the Financial Services industry. As a Financial Services Representative, you will have the opportunity to grow your career and help clients achieve their financial goals.The ideal candidate will be self-motivated,...
-
Financial Services Representative
2 days ago
New Hyde Park, New York, United States Maspeth Federal Savings & Loan Assn Full timeJob Title: Financial Services RepresentativeAbout the Role:We are seeking a highly skilled Financial Services Representative to join our team at Maspeth Federal Savings & Loan Assn. As a Universal Banker, you will be responsible for providing exceptional customer service, creating a welcoming environment, and delivering financial solutions to meet customers'...
-
Business Development Representative
2 weeks ago
Bedford Park, Illinois, United States Wintrust Financial Full timeAbout Wintrust FinancialWintrust Financial is a financial holding company with approximately $62 billion in assets, listed on the NASDAQ Global Select Market. Guided by its 'Different Approach, Better Results' philosophy, Wintrust offers sophisticated resources like a large bank while providing a community banking experience to each customer.The company...
-
Relationship Financial Services Representative
2 weeks ago
Evergreen Park, Illinois, United States Credit Union 1 Full timeBanker Role OverviewCredit Union 1 is a well-established and respected financial institution committed to providing excellent services to its members. As a Relationship Financial Services Representative, you will play a vital role in ensuring that our members receive top-notch service and support.
-
Financial Services Representative
3 weeks ago
Park City, Utah, United States Zions First National Bank Full timeZions First National Bank is a premier banking institution in the west, committed to being the employer of choice. We're proud to have ranked among American Banker magazine's 'Best Banks to Work For' and Best Employer from Utah's Best of State.CompensationThe estimated salary for this role is $17 per hour, with a competitive compensation package that...
-
Financial Representative
2 weeks ago
Highland Park, Illinois, United States Fidelity Investments Full timeJoin Fidelity Investments as a Financial RepresentativeAbout the RoleAs a Financial Representative at Fidelity Investments, you will be the official face of our company, interacting with clients and providing exceptional customer service. Your key responsibilities will include identifying opportunities to deepen relationships with clients, assessing their...
-
Financial Representative Expert
2 weeks ago
Orland Park, Illinois, United States Fidelity TalentSource LLC Full timeJob SummaryWe are seeking a Financial Representative to join our team at Fidelity Investments. As a key member of our branch, you will be the official face of Fidelity, inspiring client dedication and engagement through integrity and honesty.About the RoleThis role involves providing exceptional customer service, phone, and financial services experience, as...
-
Financial Representative Trainee
7 days ago
State Park, United States Mutual of Omaha Full timeFinancial Representative Trainee (Sales)--Columbia, SC at Mutual of Omaha summary: The Financial Representative Trainee position in Columbia, SC, is an entry-level role focused on developing skills for success in the financial services industry. This comprehensive training program offers hands-on projects, mentorship, and a pathway to becoming an...
-
Financial Representative Trainee
6 days ago
Pinellas Park, United States Mutual of Omaha Full timeFinancial Representative Trainee (Sales)-- Tampa, FL Location: Florida Work Type: Full Time Regular Job No: 503422 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...
-
Financial Representative Trainee
2 weeks ago
Babson Park, United States Mutual of Omaha Full timeFinancial Representative Trainee (Sales)--Boston, MA Location: Massachusetts Work Type: Full Time Regular Job No: 503420 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open...
-
Financial Services Representative
1 week ago
Overland Park, United States Enterprise Bank and Trust Full timeEnterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive.With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, were strong,...
-
Financial Representative Trainee
2 weeks ago
Cedar Park, Texas, United States Mutual of Omaha Full timeWe are seeking a highly motivated and results-driven Financial Representative Trainee to join our team at Mutual of Omaha. As a key member of our sales force, you will embark on a comprehensive training program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.Salary: $36,000 annual base plus...
-
Financial Representative Trainee
2 weeks ago
Galena Park, TX, United States Mutual of Omaha Full timeFinancial Representative Trainee (Sales) - Houston, TX Location: Texas Work Type: Full Time Regular Job No: 503429 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...