Financial Representative (Dallas, TX)

Learn more about Northwestern Mutual
Northwestern Mutual

Northwestern Mutual

Financial Representative (Dallas, TX)

Dallas , TX
Full Time
Paid
  • Responsibilities

    As a Northwestern Mutual Financial Representative:

    1. Build—Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends.
      
    2. 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.
      
    3. Influence— Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations.
      
    4. 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.
      
  • Qualifications

    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
  • Desired skills

    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
  • Benefits

    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
  • Industry
    Financial Services
  • About Us

    Northwestern Mutual has been helping families and businesses achieve financial security for over 165 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.