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About the Role
As a Financial Advisor, you will work with clients to understand their financial needs and build personalized strategies to protect their assets, income, and long-term security. You will regularly review and update client plans to reflect changing circumstances, and grow your practice through referrals, community involvement, and professional networking.
Responsibilities
- Meet with clients to assess their financial protection and planning needs
- Design and implement tailored financial strategies
- Regularly review and update client financial plans and insurance policies
- Build a client network through referrals, community involvement, and professional associations
- Complete required training and obtain applicable state insurance licenses (support and sponsorship provided)
Requirements
- Bachelor's degree in finance, business, or a related field preferred, but not required
- Prior experience in insurance, financial services, or business development is helpful but not mandatory
- Strong interpersonal and communication skills, with the ability to build lasting client relationships
- Backgrounds in competitive, business-development-oriented fields welcomed — including athletics, medical devices, education, logistics, solar, payroll services, tech business development, real estate, and auto rental
- Willingness to obtain required state insurance licenses — training provided, sponsorship considered
Skills
- Interpersonal skills
- Communication skills
- Client relationship building
- Competitive drive
- Discipline
- Time management
- Goal orientation
- Resilience
- Teamwork
Location
- Williamsville, NY
Work Type
- Full-time
- Flexible schedule
Experience Level
- Entry-level
- Experienced
Education Level
- Bachelor's degree preferred
Salary/Compensations
- Performance-based compensation with commission, bonus opportunities, and unlimited earning potential
Benefits
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
- Ongoing training and development, with sponsorship support for advanced certifications
- Health and wellness benefits
- Company-funded pension
- PFGF profit-sharing contributions
About the Company
- Northwestern Mutual's Buffalo District is looking for current and former athletes ready to channel that same drive into building a career and a practice of their own.
- The traits that make athletes successful in the field translate directly to this work: Teamwork, Resilience, Goal orientation, Discipline and time management, Competitive drive.
- Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Nii Sowah is a Managing Partner for NM and is not in legal partnership with NM or its subsidiaries.