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About the Role
As a Financial Representative at Northwestern Mutual, you will help 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.
Responsibilities
- Engage with clients to understand their financial goals, aspirations, and concerns.
- Develop comprehensive financial plans that include investments, insurance, and retirement.
- Recommend and implement insurance strategies to protect clients' assets and income.
- Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
- Build and maintain a network of clients through referrals, community involvement, and professional associations.
Requirements
- Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Skills
- Strong interpersonal and communication skills
- Analytical thinking
- Ability to build trust and rapport with clients
Location
- 34 Aspen Park BLVD, East Syracuse, NY 13057
Work Type
- Flexible schedule
Experience Level
- Previous experience in financial services, insurance or business development is beneficial but not required.
Education Level
- A bachelor's degree in finance, business, or a related field is preferred.
Salary/Compensations
- Competitive compensation structure including performance incentives, with no ceiling.
Benefits
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
- Access to ongoing training and development programs, including sponsorship for advanced certifications.
- Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
- Flexibility to create a schedule that fits your lifestyle and goals.
- Make a lasting impact by guiding individuals and families in your community towards financial security and success.
About the Company
- Northwestern Mutual Syracuse is driven by a clear mission of empowering people to achieve their true potential, guided by core values of courage, excellence, and service.
- The team is committed to developing individuals into strong, confident financial representatives through a culture rooted in purpose, growth, and support.
- Beyond the office, they are deeply invested in the Central New York community, supporting organizations such as the Ronald McDonald House of CNY, Camp Good Days and Special Times, the Samaritan Center, the Salvation Army, and the Alex’s Lemonade Stand Foundation through hands-on volunteering, sponsorships, and fundraising efforts.
- This commitment to people, both professionally and personally, creates a meaningful opportunity for those looking to build a purpose-driven career in financial services.
- Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI.
- Geoff Henderson is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries.