Financial Representative Room
Listed on 2026-10-03
-
Finance & Banking
Insurance Sales
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
At the Buffalo District of Northwestern Mutual, we're building an environment where excellence is the standard, collaboration is encouraged, and purpose is woven into everything we do. Our culture is bold, modern, and energized — a space where ideas spark, careers accelerate, and futures are built. Just as we help families achieve financial security and peace of mind, we invest in the growth and success of our own team.
Ourthriving location:
5488 Sheridan Drive, Ste. 100, Williamsville, NY 14221
Watch a day in the life of a Northwestern Mutual Advisor
About UsNorthwestern Mutual is a Fortune 500 company providing financial services to more than 5 million people. As a mutual company, we answer to our policy owners, not Wall Street. Founded in Wisconsin in 1857, Northwestern Mutual was recognized by Fortune as one of the "World's Most Admired" life insurance companies in 2024.
We believe in showing up for our community — from hands-on service projects to supporting causes like Alex's Lemonade Stand and Camp Good Days.
About the RoleAs a Financial Representative, you'll help individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. You'll build long-term client relationships, understand each client's unique needs, and provide tailored financial solutions.
Responsibilities- Consult with clients to understand their financial goals, aspirations, and concerns
- Develop comprehensive financial plans covering investments, insurance, and retirement
- Recommend and implement insurance strategies to protect clients' assets and income
- Monitor clients' financial plans and adjust strategies as circumstances change
- Build and maintain a client network through referrals, community involvement, and professional associations
- Bachelor's degree preferred, but not required
- Previous experience in financial services, insurance, or business development is beneficial but not required
- Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients
- Willingness to obtain required licenses, including Series 6, 63, and state insurance licenses — training and sponsorship available
- Ongoing training and development, including sponsorship for advanced certifications
- Performance-based compensation that grows with your production
- Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors
- Flexibility to build a schedule around your lifestyle and goals
- Company-funded pension and PFGF profit-sharing contributions
- The opportunity to make a lasting impact guiding individuals and families toward financial security
with Northwestern Mutual for nearly 12 years, Nii began as an Associate Financial Representative and advanced through multiple development roles, including Internship Development Officer. A certified coach with a CLF designation, he's focused on developing others and driving district growth. Outside of work, Nii lives in Buffalo with his wife and two children, supports Buffalo sports teams, and co-founded the nonprofit Unite by Night.
BenRoss — Wealth Management Advisor / Growth Development Director
with Northwestern Mutual for 13 years, Ben started his career as an advisor in 2012 after a background in retail sales and management with Verizon. He's active in the community through The Ride for Roswell and an annual Women in STEM scholarship. Ben and his wife are…
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).