Financial Representative Entry Level

Position Overview

At the Buffalo District of Northwestern Mutual, we don’t just grow careers; we grow people. Together, we are building an environment where excellence is the standard, collaboration is encouraged, and purpose is woven into everything we do. Just as we help families achieve financial security and peace of mind, we also invest in the success of our team members.

About the Financial Representative Role: 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 comprehensive financial planning.

Location: 5488 Sheridan Drive, Ste. 100, Williamsville, NY 14221

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 clients' financial plans and provide regular updates, adjusting strategies as needed.
• Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.

Required Qualifications

• Education: A bachelor's degree is preferred.
• Experience Required: 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).

Benefits & Perks

• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance
• 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.
• Retirement Benefits: Company-funded pension and contributions to PFGF—our version of a profit-sharing retirement plan.
• Impact: Make a lasting impact by guiding individuals and families towards financial security and success.