Financial Representative Entry Level

Job Description

Job Description

Benefits :

Retirement

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

At Northwestern Mutual Greater San Marcos, we are on a mission to inspire action, maximize potential, and build lasting legacies throughout South Central Texas. As one of the fastest-growing network offices in the country, our vision is to have an impact on every life we touch. Grounded in the values of innovation, gratitude, excellence, and transparency, we guide individuals, families, and business owners in building financial plans that align with their goals and purpose.

Recognized as a Top 40 University District within Northwestern Mutual, our office continues to lead with excellence, home to the #1 intern in the country during Summer Camp 2022 and Ty Terrazone, the #2 Financial Advisor in the Southern Region for 2024. Our culture thrives on service and connection, supporting causes close to our hearts including Dell Childrens Hospital, Alexs Lemonade Stand, and community-driven fundraisers like Raising Dough and Raising Canes events. At Greater San Marcos, we dont just plan for the future, we build it with purpose.

Our thriving office is located at : 210 N. Edward Gary St. Unit 108 San Marcos, TX 78666

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 policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds 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 :

Luke Borst Managing Director :

• Time with NM : 10 years
• Prior Experience : Spent 5 years in business development at First National Bank of Omaha
• Passionate About : A former four-year college basketball player, Luke brings the same competitive drive and teamwork mindset into his professional life. He enjoys traveling with his family, going to movies with his daughters, cheering on Husker football, and competing in CrossFit and HYROX events.

Ty Terrazone Financial Advisor :

• Time with NM : 2 years
• Prior Experience : Former Fighter Pilot in the U.S. Air Force, Captain of the Austin Blacks Rugby Team, and Recruiter at Indeed
• Passionate About : Ty brings a spirit of discipline and leadership shaped by both his military service and his years as a college and semi-pro rugby player. He enjoys spending time with his kids, playing trivia and sports, exploring whiskey as a connoisseur, and going to the movies. His competitive mindset and team-first approach are key drivers in how he serves clients and supports his team.

Brian Vrana Managing Partner :

• Time with NM : 23 years (started through the internship program in college)
• Prior Experience : Farmer
• Passionate About : Enjoys spending time with his family, coaching his sons baseball teams, and watching his daughter compete in dance.

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 :
• Retirement
• 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 PFGFour 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. Luke Borst is a General Agent of NM and is not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.