Financial Representative - Career Changer Opportunity

Radliff District - Northwestern Mutual; San Antonio (TX); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Professional Development

Income potential

Mentorship & support

Work-life balance

Community impact

Job summary

Radliff District- Northwestern Mutual in San Antonio, TX is seeking a Financial Representative to help clients reach their financial goals through personalized insurance solutions and planning. You will build long-term relationships, provide tailored financial strategies, and receive company-sponsored training and mentorship to support your growth in a supportive, community-focused team.

You’ll work with a planning team to design comprehensive plans, discuss investments, protection, and

Qualifications

• Bachelor's degree preferred.
• Experience in financial services or sales is a plus.
• Strong interpersonal and communication skills.
• Ability to build trust and rapport with clients.
• Licenses: Series 6, Series 63, and state insurance licenses (training available).

Responsibilities

• Client consultations to understand goals and concerns.
• Develop financial plans including investments, insurance, and retirement.
• Recommend insurance solutions to protect assets and income.
• Monitor and update plans as client circumstances change.
• Network to build referrals through community and associations.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Relationship building

Licensing: Series 6/63

State insurance licenses

Education

Bachelor's degree preferred

Tools

Series 6

Series 63

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

Ready to turn your experience into something more meaningful? At Radliff District- Northwestern Mutual, we're on a mission to make a lasting impact on individuals and families across South Central Texas while building a culture rooted in mentorship, integrity, and growth. As one of the fastest-growing Northwestern Mutual teams in the country, we value ambition, grit, and a passion for helping others more than prior finance or sales experience, providing the training and support you need to succeed. We're also committed to giving back through organizations like Alex's Lemonade Stand, reflecting our dedication to the communities we serve. If you're driven, coachable, and ready to build a rewarding career that makes a real difference, we'd love to connect with you.

Why Career Changers Could Thrive Here:

• You already have what it takes, people skills, perseverance, and a desire to make a difference.
• We provide the training, mentorship, and professional licensing support to help you confidently transition into financial services.
• You’ll be surrounded by a team that’s walked the same path, people who once coached, built, designed, or taught before building their own financial practices.

Our thriving office is located: 200 Austin Hwy, Suite 202, San Antonio, TX 78209

Follow this link to hear about 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:

• With Northwestern Mutual for 23 years
• Before Northwestern Mutual, Brian worked as a farmer, and got his start at NM through the internship program while still in college — one of the longest tenures on the team, now leading as Managing Partner.
• Outside the office, Brian's often coaching his sons' baseball teams or cheering on his daughter at dance competitions, and he's deeply committed to mentoring new advisors coming up through the team.

Chris Radliff, Growth and Development Director:

• With Northwestern Mutual for 8 years
• Chris started as an intern at NM in college and has since worked across the firm including leadership training and advisor development before stepping into his current role. He recently relocated from Albany, NY to Texas, where he's focused on building strong relationships with clients and teammates alike.
• Outside the office, Chris enjoys time with his fiancée, bowling, sports, and staying active through fitness and coaching.

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 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.
• 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 General Agent of NM and not in legal partnership with NM, or its subsidiaries.