Financial Representative (Dallas, TX) - Military veterans preferred

2024-04-16
Northwestern Mutual
Other

/yr

  full-time   part-time   employee   contract


Plano
Texas
United States

As a Northwestern Mutual Financial Advisor: Build—Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends. Educate—Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans. Influence— Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations. Own—Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs. As a Financial Representative, a typical day may include: Meeting with clients and prospective clients to determine strategies that best fit their financial goals Developing tailored financial solutions for each client Training and coaching from executives in the financial field Making calls to prospective clients Mandatory Qualifications: BA or BS degree from a four year institution Strong Interpersonal Skills Self-motivated and willing to learn Values of Integrity and Honesty Demonstrated interest in Business, Finance, or Entrepreneurship Prior sales and/or business experience Benefits: 401(k) 401(k) matching Dental insurance Flexible schedule Health insurance Life insurance Professional development assistance Retirement plan Vision insurance Compensation & Benefits Commission structure to support early development Renewable income Bonus programs and expense allowances Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more Retirement Package and Pension Plan Medical, Dental, Vision, Life Insurance and Disability Income Insurance Family Planning