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Financial Consultant with Military Background
Financial Consultant with Military BackgroundNorthwestern Mutual - Buffalo District • Buffalo, NY, US
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Financial Consultant with Military Background

Financial Consultant with Military Background

Northwestern Mutual - Buffalo District • Buffalo, NY, US
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Job Description

Are you a veteran with an unwavering sense of mission? Do you excel in navigating challenges and striving for excellence both in your military service and civilian career? Northwestern Mutual - Buffalo District is seeking to onboard a new Wealth Consultant onto our team. We are a united group of determined, ambitious professionals, eager to make a difference in peoples lives as we accelerate the growth of our district office.

Our thriving office is located at : 5488 Sheridan Drive, Ste. 100, Williamsville, NY 14221.

Benefits

  • Retirement
  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance
  • Significant bonus opportunity commensurate with outcomes
  • Life insurance
  • Retirement plan including a company-funded pension and PFGF (profit-sharing 401(k))
  • Vision insurance

Position Overview

  • Client Assessment : Evaluate clients' financial needs and goals to recommend appropriate insurance products.
  • Customized Solutions : Develop personalized insurance plans that align with clients' long-term financial strategies.
  • Relationship Building : Establish and maintain strong relationships with clients, offering continuous support and advice as their needs evolve.
  • Product Knowledge : Stay current on insurance products and industry trends to provide clients with the best options available.
  • Compliance and Ethics : Ensure all recommendations and sales comply with company policies and regulatory requirements, maintaining the highest ethical standards.

    • What Our Representatives Value

  • Potential for abundant, consistent, and predictable results.
  • A collaborative, high-support team environment, fostering growth and camaraderie.
  • Full business development process training and support for seamless operations.
  • Proven operational systems and cutting-edge technology for enhanced agent efficiency.
  • Achieving high performance while maintaining a great quality of life.
  • A company experiencing rapid growth, offering leadership opportunities for top performers.

    • Candidate Characteristics

  • Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators.
  • People who prioritize understanding the "who, why, and how" behind actions more than just the "what."
  • Savvy communicators who find joy in simplifying complex decisions for others.
  • Generous souls who gladly treat others without hesitation.
  • Ambitious thinkers who embrace boundless opportunities and possibilities.
  • Advocates for teamwork and cooperation, where everyone contributes equally.
  • Passionate about their work, yet approachable and good-natured in their demeanor.

    • Education

  • Bachelor's Degree (preferred)

    • If these qualities describe you, then our office might just be your perfect fit. We are looking to bring on the right individual to join our team and help expand our broader service offering, with an emphasis on growing our insurance and financial services portfolios. Prior insurance or financial services experience is not required.

    This position offers flexibility, but we're seeking individuals who are open to in-person training and eager to be an active part of our daily and weekly office culture, contributing to our team synergy and vibrant work environment.

    Join us on this exciting journey, where we take insurance and financial services to a whole new level of excitement and fulfillment.

    Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI.

    Flexible work from home options available.

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    Financial Consultant • Buffalo, NY, US