Financial Representative

Job overview

The Financial Representative role is onsite in Buffalo, NY, with stated annual compensation of $62,000–$84,000; the posting also describes performance-based compensation that grows with production. The Buffalo District of Northwestern Mutual helps individuals and businesses pursue financial goals and supports families’ financial security. The representative assesses client goals and concerns, develops financial plans, and recommends insurance strategies. By maintaining client relationships and adjusting plans as circumstances change, the role contributes to clients’ financial planning and protection needs.

What you'll do

• Consult with clients about financial goals, aspirations, and concerns
• develop financial plans covering investments, insurance, and retirement
• recommend and implement insurance strategies to protect assets and income
• monitor plans and adjust strategies as circumstances change
• and build a client network through referrals, community involvement, and professional associations.

What we're looking for

Skills & competencies

financial representative

financial planning

insurance solutions

retirement planning

client relationships

investment planning

northwestern mutual

buffalo ny

$62k–$84k/year

licensing support

training and development

advancement opportunity

flexible schedule

Work arrangement

• Weekend coverage required

Benefits & perks

• Retirement and pension contributions
• performance bonus
• dental, health, and vision insurance
• flexible schedule
• training and development
• advancement opportunities
• company parties
• and profit-sharing contributions.

Why this role

Bachelor’s degree preferred but not required; training and sponsorship are available for required Series 6, Series 63, and state insurance licenses.

About the employer

Northwestern Mutual - Buffalo District is hiring for this role. Industry: Direct Health and Medical Insurance Carriers. Sector: 52.