Financial Representative Career Changers Wanted

Northwestern Mutual; Austin (TX); On-site; USD 45,000 - 70,000; 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

Northwestern Mutual in Austin, TX invites a motivated individual to join as a Financial Representative. You will build long-term relationships, analyze client needs, and tailor insurance solutions and financial plans to help individuals and businesses reach their goals.

We provide comprehensive training, mentorship, and licensing support to help you transition into financial services, with a collaborative team that values community involvement and growth opportunities.

Qualifications

• No prior financial services experience required; training and licensing support provided.
• You already have people skills, perseverance and a desire to make a difference.
• Willingness to transition into financial services with mentorship.

Responsibilities

• Build long-term relationships with clients and understand their needs.
• Provide tailored insurance solutions and financial planning.
• Collaborate with team to help individuals and businesses reach financial goals.

Skills

People skills

Perseverance

Desire to make a difference

Tools

Licensing support

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 Blake 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.

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 at:

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

Follow this link to hear about a Day in the Life of a Financial Representative with the Northwestern Mutual: https://www.youtube.com/watch?v=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 Our Team:

Brian Vrana, Managing Partner:

• How long with NM? Brian has been with Northwestern Mutual for 23 years.
• Prior to? Farmer. Started at NM in college through the internship program.
• Passionate About? Family, coaching sons' baseball teams, watching his daughter compete in dance, and enjoying time outdoors with his family. He is deeply committed to community involvement and mentoring new team members.

Jon Blake, Managing Director:

• Time with NM: Jon has been with Northwestern Mutual for 12 years.
• Prior Experience: Prior to his career in financial services, Jon was a restaurant owner, where he developed strong leadership and business management skills.
• Passionate About: In his free time, Jon enjoys spending time on the water boating and cherishing moments with his family.

Blake Watkins, Financial Advisor:

• Time with NM: Blake has been with Northwestern Mutual for 8 years.
• Prior Experience: He began his career with the firm as a college intern, gaining valuable experience that shaped his professional growth.
• Passionate About: Blake is passionate about basketball, a sport he not only enjoys but also played competitively at the college level.

Allison Woods, Chief Recruitment Officer:

• Time with NM: Allison has been with Northwestern Mutual for 14 years.
• Prior Experience: She started her career with the company as a college intern, building her expertise and leadership skills from the ground up.
• Passionate About: Outside of work, Allison enjoys spending time with her husband and two children, proudly embracing life as a boy mom. She loves going to the lake on their boat, visiting amusement parks, and making memories with family and friends.

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: