Financial Representative Career Changers Wanted

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

Radliff District - Northwestern Mutual is seeking a Financial Representative to join our team in San Antonio, TX. You will build long-term client relationships, understand individual needs, and provide tailored financial solutions through insurance and planning services.

You will receive training and professional licensing support, mentorship from a dedicated planning team, and a pathway to growth as you develop your own practice within a supportive, community-minded culture.

Qualifications

• Bachelor's degree preferred.
• Strong interpersonal and communication skills are essential.
• Analytical thinking and the ability to build trust with clients are important.

Responsibilities

• Client consultations to understand financial goals and concerns.
• Develop comprehensive financial plans including investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect clients' assets and income.
• Provide ongoing support and adjust plans as circumstances change.
• Network to build and maintain a client base through referrals and community involvement.
• Collaborate with the planning team and mentors to deliver client solutions.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Relationship building

Education

Bachelor's degree preferred

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:

• How long with NM? 24 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.

Chris Radliff, Managing Director:

• How long with NM? 9 years
• Prior to? Started as an intern at NM in college and has worked in various roles within the firm, including leadership training and advisor development.
• Passionate About? Being with his fiancée, bowling, and sports. Chris recently relocated from Albany, NY to Texas and is focused on building strong relationships with clients and teammates alike. He also enjoys 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.