Financial Representative — Career Changer Opportunity

Job overview

The Financial Representative — Career Changer Opportunity is onsite in San Antonio, TX. The listed annual compensation range is $70,000–$85,000. Radliff District–Northwestern Mutual supports individuals and families across South Central Texas in pursuing financial security. The representative builds client relationships, learns clients’ financial goals, and develops tailored planning and insurance solutions. The role contributes by helping clients protect assets and income, plan for investments and retirement, and adjust strategies as their circumstances change.

What you'll do

• Consult with clients about financial goals and concerns
• develop financial plans covering investments, insurance, and retirement
• recommend insurance strategies
• monitor plans and provide updates
• build a client network through referrals, community involvement, and professional associations.

What we're looking for

Skills & competencies

financial representative

career changer opportunity

san antonio tx

radliff district

northwestern mutual

$70k–$85k/year

financial planning

insurance solutions

client relationships

training and mentorship

licensing support

Work arrangement

• Weekend coverage required

Benefits & perks

• Retirement, performance bonuses, company events, dental, health, and vision insurance, flexible schedule, advancement opportunities, training and development, professional licensing support, marketing resources, and mentorship.

Why this role

Training, mentorship, and professional licensing support are provided for career changers; necessary licenses may include Series 6, Series 63, and state insurance licenses.

About the employer

Radliff District - Northwestern Mutual is hiring for this role. Industry: Direct Property and Casualty Insurance Carriers. Sector: 52.