Financial Representative Entry Level

Position Overview

At the Buffalo District of Northwestern Mutual, we grow both people and careers. As a Financial Representative, you will help individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. You will build long-term client relationships while being part of a modern, dynamic team committed to excellence and community impact. Our thriving office is located at: 5488 Sheridan Drive, Ste. 100, Williamsville, NY 14221. Watch this short video to experience A Day in the Life of a Northwestern Mutual Advisor: https://youtu.be/tar1BSa7Gaw.

Key Responsibilities

• Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
• Financial Planning: Develop comprehensive financial plans encompassing investments, insurance, and retirement strategies.
• Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
• Ongoing Support: Monitor clients’ financial plans and adjust strategies as needed.
• Networking: Build and maintain client networks through referrals and community involvement.

Required Qualifications

• Education: A bachelor's degree is preferred.
• Experience: Previous experience in financial services, insurance, or business development is beneficial.
• Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
• Licenses: Must obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Benefits & Perks

• Retirement: Company-funded pension and profit-sharing plan.
• Performance Bonus: Bonus based on performance.
• Compensation: Competitive compensation structure including performance incentives with no ceiling.
• Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
• Healthcare Benefits: Dental, health, and vision insurance.
• Work-Life Balance: Flexible schedule and work from home options available.
• Employee Perks: Company parties, opportunity for advancement, and comprehensive support and mentorship.