Financial Advisor & Planner

Northwestern Mutual of Rochester; City of Rochester (NY); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Start-up allowance

Dental insurance

Health insurance

Life insurance

Retirement plan

Vision insurance

Ongoing professional development

Local culture of support

Job summary

Northwestern Mutual of Rochester is recruiting a Financial Representative to educate clients on financial planning and insurance options while building lasting relationships. The role emphasizes a client-first approach and collaborative work with a local team.

The office values meticulous training and development, with opportunities for advancement within a supportive, community-focused environment in Pittsford, NY. Licensing in Life, Accident & Health is required.

Qualifications

• Strong communication and interpersonal skills.
• Goal-oriented with a desire to succeed.
• Life, Accident & Health license.

Responsibilities

• Educate clients on financial planning and insurance options.
• Provide excellent customer service and build lasting relationships.
• Collaborate with a local supportive team.

Skills

Communication skills

Goal-oriented

Education

Life, Accident & Health license

Job description

Northwestern Mutual of Rochester is recruiting a Financial Representative to educate clients on financial planning and insurance options while building lasting relationships. The role emphasizes a client-first approach and collaborative work with a local team.

The office values meticulous training and development, with opportunities for advancement within a supportive, community-focused environment in Pittsford, NY. Licensing in Life, Accident & Health is required.