Entry Level Financial Representative

Woods District - Northwestern Mutual; Austin (TX); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Retirement

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Job summary

Woods District Northwestern Mutual in Austin invites you to join as a Financial Representative. You will help individuals and businesses achieve financial goals through tailored insurance solutions and planning. Build long-term client relationships, understand unique needs, and provide personalized financial strategies.

You will collaborate with a planning team, leverage marketing resources, and grow through mentorship while contributing to community initiatives and professional development.

Qualifications

• Bachelor's degree preferred.
• Series 6, Series 63 and state insurance licenses required or sponsorship available.
• Training and sponsorship available to obtain licenses.

Responsibilities

• Engage with clients to understand financial goals and concerns.
• Develop comprehensive financial plans including investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect assets and income.
• Monitor client plans and provide regular updates; adjust strategies as needed.
• Build and maintain a network of clients through referrals and community involvement.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Rapport building

Education

Bachelor's degree

Tools

Series 6

Series 63

State insurance licenses

Job description

Benefits:

• Retirement
• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

At Woods District Northwestern Mutual, we are driven by a clear vision to have an impact on every life in South Central Texas. Guided by our mission to inspire action, maximize potential, and build legacies, and rooted in our core values of innovation, gratitude, excellence, and transparency, we foster a culture where purpose and performance go hand in hand. Our commitment extends beyond financial planning into the heart of our community, proudly supporting causes such as Dell Children’s Hospital through a $25,000 Superhero Sponsorship, FORE Kids, and Alex’s Lemonade Stand. We believe success is measured not only by professional growth but also by the positive difference we make in the lives we touch.

Our thriving office is located at:

3700 N Capital of TX Hwy, Ste 500, Austin, TX

Watch this short video to experience A Day in the Life of a Northwestern Mutual Advisor: https://youtu.be/tar1BSa7Gaw

A Glance at Northwestern Mutual (NM):

Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.

Meet Some of Our Local Leaders, the Heartbeat of Our Business:

Brian Vrana, Managing Partner:

• Time with NM: 23 years
• Prior experience: Farmer. Got his start at NM through the internship program while still in college.
• Passionate about: Mentoring new team members and serving his community. Outside the office, he coaches his sons’ baseball teams, cheers on his daughter at dance competitions, and spends time outdoors with his family.

Allison Woods, Managing Director:

• Time with NM: 14 years
• Prior experience: Started at Northwestern Mutual as a college intern and built her leadership career from the ground up.
• Passionate about: Her husband and two children, and proudly embracing life as a boy mom. Her favorite memories are made at the lake on the family boat, at amusement parks, and with friends and family.

Blake Watkins, Financial Advisor:

• Time with NM: 8 years
• Prior experience: Began his career at Northwestern Mutual as a college intern.
• Passionate about: Basketball, which he played competitively at the college level.

About the Financial Representative Role:

As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.

Key Responsibilities:

• Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
• Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
• Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
• Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
• Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.

Qualifications:

• Education: A bachelor's degree is preferred.
• Experience: Previous experience in financial services, insurance, or business development is beneficial but not required.
• Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
• Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Benefits:

• Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
• Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
• Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
• Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
• Retirement Benefits: Company-funded pension and contributions to PFGF—our version of a profit-sharing retirement plan designed to support your long-term financial future.
• Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Brian Vrana is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries.