Job Description
Job Description
Job Description
Benefits:
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Leverage Your Oil & Gas Experience for a Rewarding Career with Northwestern Mutual - Greater San Marcos:
Build Direct Client Relationships: Professionals from the oil and gas industry excel in fast-paced, high-stakes environments where precision and trust matter. In financial services, you could apply those same skills, working directly with clients to craft personalized financial strategies that deliver long-term results.
- Make a Meaningful Impact: Use your problem-solving mindset and analytical background to help individuals and families plan for their future. Whether its managing investments, planning for retirement, or navigating uncertain markets, your ability to assess complex situations will empower clients to make confident financial decisions.
- Unlimited Growth Potential: Oil and gas professionals understand what it takes to succeed in dynamic industries. Here, your determination and work ethic directly drive your success. With support, mentorship, and a proven system, your career growth is in your hands.
- A Rewarding Career Path: Transition into a field where you could build lasting relationships, create meaningful outcomes, and make an impact, using your industry expertise to help clients secure their financial futures.
Our thriving office is located at: 210 N. Edward Gary St. Unit 108 San Marcos, TX 78666
Meet Our Leaders: Luke Borst Managing Director: - Time with NM: 10 years
- Prior Experience: Spent 5 years in business development at First National Bank of Omaha
- Passionate About: A former four-year college basketball player, Luke brings the same competitive drive and teamwork mindset into his professional life. He enjoys traveling with his family, going to movies with his daughters, cheering on Husker football, and competing in CrossFit and HYROX events.
Ty Terrazone Financial Advisor: - Time with NM: 2 years
- Prior Experience: Former Fighter Pilot in the U.S. Air Force, Captain of the Austin Blacks Rugby Team, and Recruiter at Indeed
- Passionate About: Ty brings a spirit of discipline and leadership shaped by both his military service and his years as a college and semi-pro rugby player. He enjoys spending time with his kids, playing trivia and sports, exploring whiskey as a connoisseur, and going to the movies. His competitive mindset and team-first approach are key drivers in how he serves clients and supports his team.
Brian Vrana Managing Partner: - Time with NM: 23 years (started through the internship program in college)
- Prior Experience: Farmer
- Passionate About: Enjoys spending time with his family, coaching his sons baseball teams, and watching his daughter compete in dance.
About Us: At Northwestern Mutual Greater San Marcos, we are on a mission to inspire action, maximize potential, and build lasting legacies across South Central Texas. As one of the fastest growing network offices in the country, were proud to be recognized as a Top 40 University District and home to standout leaders like Ty Terrazone, the number two Financial Advisor in the Southern Region for 2024. Our team brings together diverse backgrounds from farming and military service to corporate development, all grounded in our shared values of innovation, gratitude, excellence, and transparency. Beyond financial planning, our culture is rooted in community impact, with strong support for organizations like Dell Childrens Hospital, Alexs Lemonade Stand, and local fundraisers like Raising Dough and Raising Canes. At Greater San Marcos, we dont just plan, we lead with purpose.
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.
Qualifications: - Education: A bachelor's degree is highly preferred, but not required.
- 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).
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. Luke Borst is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Job Tags
Internship, Work at office, Local area, Work from home, Visa sponsorship, Flexible hours,