Financial Representative opportunity in San Antonio for clients focused on financial planning and insurance solutions.

Meet with clients to learn their financial goals, aspirations, and concerns
Create comprehensive financial plans covering investments, insurance, and retirement
Assess client needs and recommend insurance strategies to help protect assets and income
Review and monitor plans over time, delivering regular updates and adjusting strategies as circumstances change
Grow a client network through referrals, community involvement, and professional associations

Bachelor’s degree preferred
Previous experience in financial services, insurance, or business development is beneficial, but not required
Strong interpersonal and communication skills
Analytical thinking and an ability to build trust and rapport with clients
Obtain necessary licenses, including Series 6, Series 63, and applicable state insurance licenses (training available)

Retirement
Bonus based on performance
Performance incentives with no ceiling
Health insurance
Dental insurance
Vision insurance
Flexible schedule
Opportunity for advancement
Training & development
Access to ongoing training and development programs, including sponsorship for advanced certifications
Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors
Company parties
Flexibility to build a schedule that fits lifestyle and goals

Built for people with the drive, perseverance, and people skills to help others
Training, mentorship, and professional licensing support to support a transition into financial services
Team members with backgrounds including coaching, building, designing, or teaching, who have gone on to create their own financial practices

FORTUNE 500® company serving more than 5 million people
Mutual company structure: policyowners are the focus, not Wall Street
Founded in Wisconsin in 1857
Recognized by FORTUNE as one of the “World’s Most Admired” life insurance companies in 2024

Brian Vrana, Managing Partner: 24 years with Northwestern Mutual; previously a farmer and began 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; committed to community involvement and mentoring new team members
Chris Radliff, Managing Director: 9 years with Northwestern Mutual; started as an intern during college and worked in multiple roles including leadership training and advisor development; passionate about being with his fiancée, bowling, and sports; relocated from Albany, NY to Texas and focuses on building relationships with clients and teammates; stays active through fitness and coaching

Financial Representative

Job Description