Finance Specialist with Tech Experience
4 days ago
Cedar Park
Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development, • Strong Relationship-Building Skills: Tech professionals are adept at fostering trust and bond with clients, a critical skill for building lasting relationships in the financial sector., • Solution-Oriented Mindset: Experience in identifying client pain points and offering tailored solutions directly translates to helping clients achieve their financial goals., • Effective Communication: Tech roles excel in financial services because they have the confidence and communication skills needed to guide clients through important decisions that can shape their financial futures., • Achieve Greater Rewards: Transitioning into financial services can offer not only a more rewarding career path but often greater financial opportunities as well. About Us: The Blake District of Northwestern Mutual is dedicated to inspiring action, maximizing potential, and building legacies across South Central Texas. Guided by our core values of innovation, gratitude, excellence, and transparency, we pair exceptional financial guidance with a deep commitment to community impact. We proudly support local causes including Dell Childrens Hospital, FORE Kids, and Alexs Lemonade Stand, believing true success is measured by the positive difference we make in the lives we serve. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Brian Vrana, Managing Partner: • How long with NM? Brian has been with Northwestern Mutual for 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.Jon Blake, Managing Director:, • Time with NM: Jon has been with Northwestern Mutual for 12 years., • Prior Experience: Prior to his career in financial services, Jon was a restaurant owner, where he developed strong leadership and business management skills., • Passionate About: In his free time, Jon enjoys spending time on the water boating and cherishing moments with his family.Blake Watkins, Financial Advisor:, • Time with NM: Blake has been with Northwestern Mutual for 8 years., • Prior Experience: He began his career with the firm as a college intern, gaining valuable experience that shaped his professional growth., • Passionate About: Blake is passionate about basketball, a sport he not only enjoys but also played competitively at the college level.Allison Woods, Chief Recruitment Officer:, • Time with NM: Allison has been with Northwestern Mutual for 14 years., • Prior Experience: She started her career with the company as a college intern, building her expertise and leadership skills from the ground up., • Passionate About: Outside of work, Allison enjoys spending time with her husband and two children, proudly embracing life as a boy mom. She loves going to the lake on their boat, visiting amusement parks, and making memories with family and friends.About the Role: 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. Position Requirements: • Strong communication and interpersonal skills., • Goal-oriented with a desire to succeed., • Life insurance license and FINRA certifications (or willingness to obtain).Position Responsibilities:, • Educate clients on financial planning and insurance options., • Provide excellent customer service and build lasting relationships., • Collaborate with a local supportive team.Position Perks:, • Significant bonus opportunity commensurate with outcomes, • Dental insurance, • Health insurance, • Life insurance, • Retirement plan, • Vision insurance, • Ongoing professional development, • Local culture of support and positive recognition Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Brian Vrana is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.