Financial Representative

Job overview

The Financial Representative role is onsite in Buffalo, NY. The stated salary range is $64,000–$85,000 per year. Northwestern Mutual provides financial services and aims to help people achieve financial security; this role is with its Buffalo District. The representative builds client relationships, assesses financial goals, and develops tailored planning and insurance solutions. Ongoing client support, referrals, and community networking contribute to clients’ financial plans and the district’s growth.

What you'll do

• Consult with clients about financial goals and concerns
• develop financial plans covering investments, insurance, and retirement
• recommend and implement insurance strategies
• monitor plans and update strategies as circumstances change
• build client networks through referrals, community involvement, and professional associations
• obtain required licenses, with training and sponsorship available.

What we're looking for

Skills & competencies

financial representative

buffalo ny

northwestern mutual

financial planning

insurance solutions

client relationships

retirement planning

investment planning

networking

$64k–$85k/year

training and development

Work arrangement

• Weekend coverage required

Benefits & perks

• Retirement benefits, performance bonus, dental, health and vision insurance, flexible schedule, advancement opportunities, training and development.

Why this role

Previous financial services, insurance, or business development experience is beneficial but not required. Training and sponsorship for required licenses are available.

About the employer

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