Entry Level Financial Representative

Banderman Wealth Management; Union (MO); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Performance incentives

Ongoing training and development programs

Support from mentors

Flexible schedule

Job summary

A financial services organization in Missouri is seeking an Entry Level Financial Representative to help clients meet their financial goals. Responsibilities include client consultation, developing financial plans, and providing tailored insurance solutions. Candidates from varied backgrounds are encouraged to apply, as experience in finance is not mandatory. This position offers flexible scheduling, comprehensive training, and an opportunity to make a positive impact on clients' financial security.

Qualifications

• Strong interpersonal and communication skills.
• Ability to build trust and rapport with clients.
• Willingness to obtain necessary licenses.

Responsibilities

• Engage with clients to understand their financial goals.
• Develop comprehensive financial plans.
• Recommend insurance strategies for asset protection.
• Monitor financial plans and adjust as needed.
• Build and maintain a network of clients.

Skills

Interpersonal skills

Analytical thinking

Communication skills

Job description

About the job Entry Level Financial Representative

Join the winning team at The Banderman Group of Northwestern Mutual. Our thriving office is located 10805 Sunset Office Dr Suite 100, Sunset Hills, MO 63127. Follow this link to learn more about our office: https://www.northwesternmutual.com/financial/advisor/matthew-banderman/

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 we are one of America’s 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.

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 diverse career backgrounds including nonprofit leadership, retail, fitness, education, 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).
• 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 toward financial security and success.