Financial Representative Career Changer Opportunity

Banderman Financial Group; Sunset Hills (MO); On-site; USD 76,000 - 193,000; Full time

Benefits offered by this job

401(k)

Performance bonus

Company parties

Dental insurance

Flexible schedule

Health insurance

Advancement opportunities

Training & development

Vision insurance

Job summary

Banderman Financial Group is seeking a Financial Representative to help individuals and businesses achieve financial security through personalized insurance solutions and comprehensive planning.

You will build long-term client relationships, understand unique needs, and provide tailored financial strategies, with training and sponsorship available for licenses like Series 6, 63, and state requirements.

Qualifications

• Bachelor’s degree preferred.
• Experience in financial services or business development beneficial but not required.
• Strong interpersonal and communication skills; ability to build trust with clients.
• Willingness to obtain licenses (Series 6, 63, and state licenses) with training and sponsorship available.

Responsibilities

• Consult with clients to understand goals and concerns.
• Develop comprehensive financial plans including investments, insurance, and retirement.
• Recommend insurance strategies to protect assets and income.
• Monitor and update plans as clients’ circumstances change.
• Network to build referrals through community involvement and professional associations.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Trust building

Education

Bachelor’s degree preferred

Job description

Benefits:

• 401(k)
• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

Ready to turn your experience into something more meaningful?

At Banderman Financial Group, we are guided by a strong foundation of faith, fun, family, growth, grit, and gratitude.

Our passion is centered on improving lives, protecting dreams, and building meaningful legacies. Our mission is to help people define, build, and truly enjoy their lives, because while financial planning can be complex, we believe it should never feel overwhelming. We walk alongside our clients, navigating challenges and seizing opportunities together, all while fostering a culture where values, purpose, and growth come together.

Why Career Changers Could Thrive Here:

• You already have what it takes, people skills, perseverance, and a desire to make a difference.
• We provide the training, mentorship, and professional licensing support to help you confidently transition into financial services.
• You’ll be surrounded by a team that’s walked the same path, people who once coached, built, designed, or taught before building their own financial practices.

Our thriving office is located at:

10805 Sunset Office Dr, Suite 100, Sunset Hills, MO 63127. Team members are expected to be in the office most days each week for hands-on training and support.

A Glance at Northwestern Mutual (NM):

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. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the "World's Most Admired" life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.

Meet Some of Our Local Leaders:

Matt Banderman - Managing Director:

• What a Journey: Rising from intern in college to Managing Director, Matt's journey at Northwestern Mutual is a testament to dedication and excellence.
• Top-Tier Financial Expertise: With over 20 years of experience, Matt boasts thirteen Million Dollar Roundtable qualifications, ranking among the world's top advisors.
• Athletic Background: A former college basketball player at Fontbonne, Matt brings the discipline, teamwork, and competitive drive from athletics into his leadership and professional career.
• Family & Sports: Beyond finance, Matt is a dedicated father of two daughters and a son, sharing his passion for sports and personal development.
• Diversity Champion: Committed to diversity and community impact, Matt serves on influential boards, shaping an inclusive office of thriving professionals.

Alan Metzger - Financial Advisor:

• Background: After 16 years as an accountant for a construction company, he made a successful career change to become a Financial Advisor with Northwestern Mutual
• Personal Passions: Avid sports fan (baseball, basketball, football), enjoys golfing, pickleball, racquetball, and snow skiing, and watching his three kids’ activities in dance, football, and basketball.
• Time with our Team: 10 years as a Financial Advisor, with 25 years as a client.

Tom Simon - Financial Advisor:

• Background: Played golf at Mizzou, now a scratch golfer.
• Passions: Building his own team, winning charity golf tourneys, and being a dad.
• Secret Weapon: A knack for leading with vision and commitment to growth.
• Time with our team: 12+ years.

Claudia Pool - Director of Recruitment:

• Background: Business Management graduate from UMSL, with recruiting experience since 2023.
• Community and Hobbies: Loves the outdoors, is active in her church, enjoys reading, and spending time with her family in St. Louis. She also recently got married.
• Time with our Team: Joined in 2024.

About the Financial Representative Role:

As a Financial 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:

• Education: A bachelor's degree is preferred.
• Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
• Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
• Licenses: Willingness to obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Benefits:

• Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
• Performance-based compensation with uncapped earning potential:
  • Average vs Top 25%
  • Year 1 | $76,000 - $193,000
  • Year 3 | $103,000 - $202,000
  • Year 5 | $139,000 - $289,000
  • Year 10 | $234,000 - $490,000
  • Year 15 | $341,000 - $790,000
• 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 towards financial security and success.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Matthew Banderman is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries.