What are the responsibilities and job description for the Financial Representative - Entry Level position at Frugé Financial Group?
Benefits:
At Frugé Financial Group, our mission is to empower individuals, families, and business owners across Texas by delivering world-class financial guidance rooted in integrity, clarity, and generational impact. Nationally recognized for advisor development and led by a Forbes-honored leader within the elite Private Client Group, our team is intentionally building a firm that supports future generations in our local communities—one life at a time.
We believe in going beyond simply answering questions; we are committed to providing thoughtful, customized solutions through a comprehensive planning process that helps our clients achieve meaningful, lasting outcomes. Guided by a vision of continuous growth and adaptive financial behavior coaching, we aim to leave every person and every community we touch better than we found them.
Our thriving office is located: 2445 Technology Forest Suite 550 The Woodlands, TX 77381.
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: https://youtu.be/tar1BSa7Gaw
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 policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s 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:
Stewart Keltner – Wealth Management Advisor:
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:
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Shane Frugé is a General Agent of NM and is not in legal partnership with NM, or its subsidiaries.
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
At Frugé Financial Group, our mission is to empower individuals, families, and business owners across Texas by delivering world-class financial guidance rooted in integrity, clarity, and generational impact. Nationally recognized for advisor development and led by a Forbes-honored leader within the elite Private Client Group, our team is intentionally building a firm that supports future generations in our local communities—one life at a time.
We believe in going beyond simply answering questions; we are committed to providing thoughtful, customized solutions through a comprehensive planning process that helps our clients achieve meaningful, lasting outcomes. Guided by a vision of continuous growth and adaptive financial behavior coaching, we aim to leave every person and every community we touch better than we found them.
Our thriving office is located: 2445 Technology Forest Suite 550 The Woodlands, TX 77381.
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: https://youtu.be/tar1BSa7Gaw
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 policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s 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:
Stewart Keltner – Wealth Management Advisor:
- How long with NM? 13 years
- Prior Experience? Stewart began his entrepreneurial journey early, starting and running a lawn service in 7th and 8th grade. He gave tennis lessons at a country club throughout high school, then held several roles during college—including working as a practice dummy for the Texas Football program for three years, retailing at Banana Republic, and co-leading the Texas 4000 for Cancer charity bike ride from Austin, TX to Anchorage, AK.
- Passionate About? Stewart is passionate about helping clients navigate life with strong financial strategies. His adventurous spirit and early leadership experiences continue to fuel his commitment to service, growth, and lasting impact.
- How long with NM? Over 2 years
- Prior Experience? Previously served as an Operations Manager at Amazon for 3 years. With a background in strategic management, Cody led high-performance teams in Amazon’s fast-paced fulfillment operations. He specialized in driving operational excellence, optimizing processes, and consistently exceeding productivity targets while maintaining a strong emphasis on safety and quality.
- Passionate About? Cody is passionate about helping families build a strong financial foundation. Outside of business, he enjoys being actively involved with his church and Small Groups, spending quality time with his wife and raising their boys, and watching college sports.
- How long with NM? 5 years
- Prior Experience? Prior to joining Northwestern Mutual, Seth worked in administrative healthcare at Texas Children’s Hospital. He focused on project management and the development of internal programs designed to improve efficiency and effectiveness across various departments.
- Passionate About? Seth is a dedicated family man with two kids and a strong love for sports—especially golf and Baylor Football. Outside of his advisory role, he is passionate about entrepreneurship and enjoys exploring additional investment opportunities beyond Northwestern Mutual.
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.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Shane Frugé is a General Agent of NM and is not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.