Financial Representative Entry Level
Northwestern Mutual - Buffalo District11 months ago
Buffalo, NY, United States
Hybrid
Full-time
Beginner Level (< 1 year)
Job Description
Position Overview
At Northwestern Mutual, you will be part of a dedicated team helping individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Working from our thriving office at 5488 Sheridan Drive, Ste. 100, Williamsville, NY 14221, you will build long-term relationships with clients, understand their unique needs, and provide tailored financial solutions. Our bold and modern culture is driven by excellence, collaboration, and a commitment to making a positive community impact.
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 strategies.
- Insurance Solutions: Recommend and implement insurance strategies to protect clients’ assets and income.
- Ongoing Support: Monitor financial plans and provide regular updates, adjusting strategies as needed.
- Networking: Build and maintain a strong network of clients through referrals, community involvement, and professional associations.
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: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits & Perks
- Retirement: Company-funded pension and a profit-sharing retirement plan.
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
- Professional Development: Ongoing training and sponsorship for advanced certifications.
- Income Potential: Competitive compensation including performance incentives, with no ceiling.
- Support and Mentorship from a dedicated planning team and marketing resources.
- Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
- Impact: Guide individuals and families toward financial security and success.
Required Skills
financial planning
client consultation
interpersonal communication
insurance solutions
relationship building
analytical thinking
networking