Financial Representative Career Changer
$64,000–$85,000 year
Remote · Williamsville, New York, United States
Job Summary
Financial Representative role at Northwestern Mutual in Williamsville, NY. Build long-term client relationships, conduct financial consultations, develop comprehensive financial plans, and implement insurance and investment strategies. Responsibilities include client consultation, financial planning, insurance solutions, ongoing plan monitoring, and networking to grow client base. Requires strong interpersonal and communication skills; licenses such as Series 6, Series 63, and state insurance licenses with training sponsorship available. Bachelor's degree preferred; flexible work-from-home options and opportunities for advancement and professional development are provided.
Required Qualifications
- Education: a bachelor's degree is preferred
- Experience in financial services, insurance, or business development is beneficial but not required
- Licenses: Series 6, Series 63, and state insurance licenses (training and sponsorship available)
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