Financial Representative - Training Provided

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

Benefits offered by this job

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Job summary

Northwestern Mutual (Radliff District) is seeking an advisor in San Antonio to help clients achieve financial security through comprehensive planning. You will engage with families and individuals, tailoring investment, insurance, and retirement solutions while building long-term relationships with clients and strategic partners.

Prior experience in finance or sales is not necessary; training is provided. A supportive team, strong mentorship, and community involvement are emphasized as part of a

Qualifications

• Bachelor’s degree preferred.
• Previous experience in financial services or sales is beneficial but not required.
• Strong interpersonal and communication skills, analytical thinking, and the ability to build trust with clients.

Responsibilities

• Client Consultation: Engage with clients to understand their financial goals and concerns.
• Financial Planning: Develop comprehensive plans including investments, insurance, and retirement.
• Insurance Solutions: Recommend and implement protection strategies for clients’ assets and income.
• Ongoing Support: Monitor plans and provide updates, adjusting strategies as needed.
• Networking: Build and maintain a client network through referrals and community involvement.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Trust building

Education

Bachelor’s degree preferred

Job description

Benefits:

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

Build a Career That Makes an Impact

At Radliff District, our vision is clear: to make a meaningful impact on every life in South Central Texas. Our mission is to inspire action, maximize potential, and build lasting legacies for the families we serve.

We are one of the fastest growing and most successful teams in the country. If you’re passionate about helping others and ready to rise to a challenge, we’d love to connect with you.

Our Thriving Office: 200 Austin Hwy, Suite 202, San Antonio, TX 78209

A Glance at Northwestern Mutual (NM)

Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services for 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.

See a Day in the Life of a Northwestern Mutual Advisor: https://youtu.be/tar1BSa7Gaw

Why join us

• No experience required. Prior experience in finance or sales is not necessary. We place a high value on heart, grit, and determination.
• Training that matches our expectations. High expectations are paired with comprehensive training and development.
• A team behind you. We thrive on camaraderie, mentorship, and leadership.
• Values that guide us. Innovation, gratitude, excellence, and transparency shape every interaction and decision.
• A commitment to community. We proudly support organizations like Alex’s Lemonade Stand.

Meet the Heartbeat of Our Business:

Brian Vrana, Managing Partner

• Time with NM: 24 years
• Prior to: Farmer. Started at NM in college through the internship program.
• Passionate about: Family, coaching his sons’ baseball teams, watching his daughter compete in dance, and time outdoors. Deeply committed to community involvement and mentoring new team members.

Chris Radliff, Managing Director

• Time 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. Recently relocated from Albany, NY to Texas and focused on building strong relationships with clients and teammates. Enjoys staying active through fitness and coaching.

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.