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Entry Level Financial Specialist

Entry Level Financial Specialist

The Banderman GroupCity of Saint Peters, MO, US
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Job Description

Job Description

Benefits :

  • Dental insurance
  • Health insurance
  • Vision insurance
  • 401(k)
  • Bonus based on performance
  • Company parties
  • Flexible schedule
  • Opportunity for advancement
  • Training & development

Join the winning team at The Banderman Group of Northwestern Mutual

A Glance at Northwestern Mutual

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 policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies, with a unique culture deeply dedicated to helping people achieve financial security.

About the Role :

As a Financial Specialist / 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.

Our thriving office is located at 10805 Sunset Office Dr, Suite 100, Sunset Hills, MO 63127. Team members are expected to be in the office most days each week for hands-on training and support.

Follow this link to learn more about our office : https : / / www.northwesternmutual.com / financial / advisor / matthew -banderman /

Key Responsibilities :

  • Client Consultation : Engage with clients to understand their financial goals, aspirations, and concerns.
  • Financial Planning : Develop comprehensive financial plans that include investments, insurance, and retirement.
  • Insurance Solutions : Recommend and implement insurance strategies to protect clients' assets and income.
  • Ongoing Support : Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
  • Networking : Build and maintain a network of clients through referrals, community involvement, and professional associations.

    • Qualifications :

  • Experience : Previous experience in financial services, insurance or business development is not required. Our team members come from a diverse array of career backgrounds including : Nonprofit leadership and management, retail, fitness, education, car rental business, healthcare, logistics, sales, business development, finance, technology and others.
  • Skills : Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
  • Licenses : Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

    • Benefits :

  • Professional Development : Access to ongoing training and development programs, including sponsorship for advanced certifications.
  • Income Potential : Competitive compensation structure including performance incentives, with no ceiling.
  • Support and Mentorship : Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
  • Work-Life Balance : Flexibility to create a schedule that fits your lifestyle and goals.
  • Impact : Make a lasting impact by guiding individuals and families in your community towards financial security and success.

    • Learn more about The Banderman Group by following these links : https : / / www.linkedin.com / in / matthew -banderman-clf-08757578 / https : / / www.facebook.com / NorthwesternMutualSaintLouis

    Meet our local leaders :

    Matt Banderman - Managing Director

  • What a Journey : Rising from intern in college to Managing Director, Matt's journey at Northwestern Mutual is a testament to dedication and excellence.
  • Top-Tier Financial Expertise : With over 20 years of experience, Matt boasts thirteen Million Dollar Roundtable qualifications, ranking among the world's top advisors.
  • Family & Sports : Beyond finance, Matt is a dedicated father of two daughters and a son, sharing his passion for sports and personal development.
  • Diversity Champion : Committed to diversity and community impact, Matt serves on influential boards, shaping an inclusive office of thriving professionals.

    • Tom Simon - Financial Advisor

  • Background : Played golf at Mizzou, now a scratch golfer & Evans Scholar!
  • Passions : Building his own team, winning charity golf tourneys, and being a dad.
  • Secret Weapon : A knack for leading with vision and commitment to growth.
  • Time with our team : 12+ years.

    • Alan Metzger - Financial Advisor

  • Background : Former Accountant for a construction company, with 16 years of experience before joining Northwestern Mutual.
  • Personal Passions : Avid sports fan (baseball, basketball, football), enjoys golfing, pickleball, racquetball, and snow skiing, and watching his three kids activities in dance, football, and basketball.
  • Time with our Team : 10 years as a Financial Advisor, with 25 years as a client.

    • Claudia Zimny - Recruiter

  • Background : Business Management graduate from UMSL, with recruiting experience since 2023.
  • Community and Hobbies : Loves the outdoors, active in her church, enjoys reading, and spending time with her family in St. Louis.
  • Time with our Team : Joined in 2024.

    • Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Matthew Banderman is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries.

    Flexible work from home options available.

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    Financial Specialist Entry Level • City of Saint Peters, MO, US

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