Financial Representative - Training Provided

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

Benefits

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

Join the Winning Team at Northwestern Mutual of Rochester!

Northwestern Mutual of Rochester is a nationally recognized office, honored as one of Forbes Best Employers for New Grads 2025 and a Democrat & Chronicle Top Work Place for 2025. The team is driven by a clear mission of empowering people to achieve their true potential, creating a culture that is supportive, growth-minded, and deeply connected to the community. Their commitment extends beyond the office through involvement with local organizations such as Special Olympics of Western NY, Mercy Flight Central NY, Camp Good Days, the Pirate Toy Fund, the Polar Plunge in Canandaigua, and Alex’s Lemonade Stand. Their social platforms also highlight the energy, collaboration, and purpose behind their work, offering a strong foundation for anyone transitioning into a financial representative role.

Our thriving office is located at: Suite 200, 1162 Pittsford Victor Road, Pittsford, NY 14534

Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: https://youtu.be/tar1BSa7Gaw

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 Our Team:

Mike D’Archangelo, Director of Selection:

• Time with NM: 5.5 years
• Prior to NM: Athletic Director, Coach, Teacher, and Mentor at a college
• Passionate About: Golfing, boating, dogs, family, lake life, and good food

Greg Constantino, Managing Director:

• Time with NM: 25 years
• Prior to NM: Professional baseball
• Passionate About: Family, faith, fitness, fun, Canandaigua Lake, sports, concerts, and coaching

Alex Spoto, College Unit Director:

• Time with NM: 4.5 years
• Prior to NM: Intern at the University of Dayton
• Passionate About: Hockey, softball, family, the Bills, fun, friends, and hunting

Charlie Diehl, Growth and Development Director:

• Time with NM: 6 years
• Prior to NM: Intern at SUNY Brockport
• Passionate About: My son and husband, my family, my horses, farm life, and traveling with friends

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.

Position Responsibilities

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

Position Requirements

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

Our Unique Angle: Meticulous Training and Support

We distinguish ourselves by prioritizing a meticulous focus on the process, ensuring sustainable business practices and a predictable high‑activity approach, setting us apart from an industry often fixated on end results.

Position Perks

• Business Start‑up allowance
• Dental insurance
• Health insurance
• Life insurance
• Retirement plan
• Vision insurance
• Ongoing professional development
• Local culture of support and positive recognition

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries and affiliates in Milwaukee, WI. Mike D’Archangelo is not a licensed insurance agent, registered representative of a broker‑dealer or representative of a federal savings bank.