Entry Level Financial Representative

Position Overview

At Vrana Network - Northwestern Mutual, our vision is clear: to make a meaningful impact on every life in South Central Texas. We are driven by a mission to inspire action, maximize potential, and build lasting legacies for the families we serve. Our culture values innovation, gratitude, excellence, and transparency while fostering camaraderie, mentorship, and leadership with comprehensive training and opportunities for advancement. As a Financial Representative at Northwestern Mutual, you will help individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning.

Location: 17802 W I-10 Suite 114, San Antonio, TX 78257

Flexible work from home options available.

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 strategies to protect clients' assets and income.
• Ongoing Support: Monitor financial plans and provide regular updates while adjusting strategies as needed.
• Networking: Build and maintain a network through referrals, community involvement, and professional associations.

Required Qualifications

• Education: A bachelor's degree is preferred.
• Experience Required: Previous experience in financial services, insurance, or business development is beneficial but not required.
• 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 & Perks

• Benefits: Bonus based on performance.
• Company parties.
• Dental insurance.
• Flexible schedule.
• Health insurance.
• Opportunity for advancement.
• Training & development.
• Vision insurance.
• Access to professional development programs, including sponsorship for advanced certifications.
• Competitive compensation structure with performance incentives.
• Comprehensive support from a dedicated planning team and experienced mentors.
• Flexibility to create a schedule that fits your lifestyle and goals.
• The opportunity to make a lasting impact by guiding individuals and families toward financial security and success.