Athlete-Driven Financial Advisor

Northwestern Mutual - Buffalo District

Eggertsville (NY)

On-site

USD 50,000 - 90,000

Full time

3 days ago
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Benefits offered by this job

Retirement
Bonus
Company events
Dental plan
Flexible schedule
Health insurance
Career advancement
Training & development
Vision insurance

Job summary

Northwestern Mutual - Buffalo District is seeking motivated individuals to become Financial Advisors, especially athletes transitioning skills into financial planning. You’ll work with clients to understand needs and develop strategies to protect assets and secure futures.

Responsibilities include meeting clients, designing tailored plans, and growing a client network through referrals while pursuing state insurance licenses with provided sponsorship.

Qualifications

  • Bachelor's degree preferred but not required.
  • 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.
  • Willingness to obtain required state insurance licenses — training provided, sponsorship considered.

Responsibilities

  • Meet with clients to assess their financial protection and planning needs.
  • Design and implement tailored financial strategies.
  • Build a client network through referrals, community involvement, and professional associations.
  • Complete required training and obtain applicable state insurance licenses (sponsorship provided).

Skills

Interpersonal skills
Communication

Education

Bachelor's degree in finance or business

Job description

Northwestern Mutual - Buffalo District is seeking motivated individuals to become Financial Advisors, especially athletes transitioning skills into financial planning. You’ll work with clients to understand needs and develop strategies to protect assets and secure futures.

Responsibilities include meeting clients, designing tailored plans, and growing a client network through referrals while pursuing state insurance licenses with provided sponsorship.

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