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About the 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 financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Responsibilities
- Educate clients on financial planning and insurance options.
- Provide excellent customer service and build lasting relationships.
- Collaborate with a local supportive team.
Requirements
- Strong communication and interpersonal skills.
- Goal-oriented with a desire to succeed.
- Life, Accident & Health license.
Location
- Pittsford, NY
Work Type
- Full-time
Benefits
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
- Business Start-up allowance
- Life insurance
- Retirement plan
- Ongoing professional development
- Local culture of support and positive recognition
About the Company
- Northwestern Mutual of Rochester is a nationally recognized office, honored as one of Forbes Best Employers for New Grads 2025 and a Democrat & Chronicle Top Work Place for 2025.
- The team is driven by a clear mission of empowering people to achieve their true potential, creating a culture that is supportive, growth-minded, and deeply connected to the community.
- Their commitment extends beyond the office through involvement with local organizations such as Special Olympics of Western NY, Mercy Flight Central NY, Camp Good Days, the Pirate Toy Fund, the Polar Plunge in Canandaigua, and Alex’s Lemonade Stand.
- 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 policyowners—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.