Entry Level Financial Specialist

The Banderman Group; Villa Ridge (MO); Hybrid; USD 40,000 - 80,000; Full time

Job summary

An established industry player offers an exciting opportunity for a Financial Specialist/Representative. You'll join a dynamic team dedicated to helping individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. This role emphasizes client engagement, financial planning, and ongoing support, allowing you to make a significant impact in your community. With access to professional development, flexible work options, and a competitive compensation structure, this position is ideal for those looking to build a rewarding career in financial services. Join a winning team and help guide clients towards financial security and success!

Benefits

401(k)

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Qualifications

• Strong interpersonal and communication skills are essential.
• Ability to build trust and rapport with clients.

Responsibilities

• Engage with clients to understand their financial goals.
• Develop comprehensive financial plans including investments and insurance.

Skills

Interpersonal Skills

Communication Skills

Analytical Thinking

Education

Licenses (Series 6, 63, and state insurance)

Job description

Benefits:

1. 401(k)
2. Bonus based on performance
3. Company parties
4. Dental insurance
5. Flexible schedule
6. Health insurance
7. Opportunity for advancement
8. Training & development
9. Vision insurance

Join the winning team at The Banderman Group of Northwestern Mutual. Our thriving office is located at 10805 Sunset Office Dr Suite 100, Sunset Hills, MO 63127.

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 policyowners—not Wall Street.

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.

Key Responsibilities:

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

Qualifications:

1. Experience: Previous experience in financial services, insurance or business development is not required.
2. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
3. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Additional Benefits:

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

Flexible work from home options available.