Financial Representative Entry Level

Benefits:

• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

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. Our culture is bold, modern, and energized, creating a space where ideas spark, careers accelerate, and futures are built. We believe in giving back and showing up for our community, from hands‑on service projects to championing causes close to our hearts such as Alex’s Lemonade Stand and Camp Good Days.

Just as we help families achieve financial security and peace of mind, we also invest in the growth and success of our team members. Here, we lead with purpose, driven by the belief that the work we do changes lives both in the communities we serve and for the clients who trust us with their dreams.

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:

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 policy owners—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.

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.

• 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.
• Retirement Benefits:
  Company-funded pension and contributions to PFGF—our version of a profit‑sharing retirement plan designed to support your long‑term financial future.
• Impact:
  Make a lasting impact by guiding individuals and families in your community towards financial security and success.

Flexible work from home options available.