Sales Representative - Entry Level
Vrana Network - Northwestern Mutual
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
Our thriving office is located: 17802 W I-10 Suite 114, San Antonio, TX 78257 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: 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: Brian Vrana, Managing Partner:
- How long with NM? 23 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.
- How long with NM? 40 years
- Prior to? Started as an intern at NM in college. He came to the US for college from Colombia. Founded the San Antonio district office and built a successful wealth management practice in Houston.
- Passionate About? Family, soccer, travel, and community impact. Fernando is a CFP, one of the first Hispanic/Latino professionals to achieve that certification. He has also served as President of the Managing Director Association Board and mentors countless advisors in the industry.
- How long with NM? 9 years
- Prior to? Sales and marketing leadership roles in the advertising and tech world. Cathy also has a background in education and community engagement with nonprofits.
- Passionate About? Family, volunteering, dancing, traveling, and Zumba. Cathy has traveled to about 40 countries and speaks 5 languages, which allows her to connect with a diverse group of people. She enjoys connecting with her community through various volunteer opportunities.
- How long with NM? 8 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 fiance, 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.
- How long with NM? 4 years
- Prior to? Manager at a cosmetic surgery and medspa. Grisel has extensive experience in client relations and operations, which she leverages to help clients build secure financial futures.
- Passionate About? Spending time with her husband and three kids, practicing jiu-jitsu (her family does it together), and supporting others in the community. She and her family moved to Texas from Chicago in 2021. Grisel is passionate about health, fitness, and fostering positive change within her community.
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.
- 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).
- 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.
Flexible work from home options available.
Vacancy posted 1 day ago
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