Financial Representative Entry Level

Position Overview

At the Buffalo District of Northwestern Mutual, we grow not only careers but also people. As a Financial Representative, you will help individuals and businesses achieve financial security through personalized insurance solutions and comprehensive financial planning. You will build enduring relationships with clients and work in an environment defined by excellence, collaboration, and community impact. Our thriving office is located at 5488 Sheridan Drive, Ste. 100, Williamsville, NY 14221, with flexible work from home options available.

Key Responsibilities

• Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
• Financial Planning: Develop comprehensive financial plans including investments, insurance, and retirement.
• 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 a robust network of clients through referrals and community involvement.

Required Qualifications

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

Benefits & Perks

• Bonus based on performance
• Company parties
• Dental, Health, and Vision insurance
• Flexible schedule with Work-Life Balance and remote options
• Opportunity for advancement along with training & development
• Competitive Compensation with performance incentives and no ceiling on income potential
• Professional development programs
• Retirement Benefits including a company-funded pension and profit-sharing plan
• Support and mentorship from experienced leaders