Financial Representative with Room to Grow

Northwestern Mutual - Buffalo District; Eggertsville (NY); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Ongoing training

Certification sponsorship

Performance-based pay

Planning team support

Flexible schedule

Pension plan

Profit sharing

Community impact

Job summary

Northwestern Mutual - Buffalo District is hiring a Financial Representative to help individuals and businesses achieve their financial goals through personalized insurance solutions and comprehensive financial planning. You will build long-term client relationships, assess needs, and offer tailored strategies.

The role emphasizes ongoing training, licensing sponsorship (Series 6, 63, state licenses), and a flexible schedule.

Qualifications

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

Responsibilities

• Consult with clients to understand their financial goals, aspirations, and concerns.
• Develop comprehensive financial plans covering investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect clients' assets and income.
• Monitor clients' financial plans and adjust strategies as circumstances change.
• Build and maintain a client network through referrals, community involvement, and professional associations.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Trust building

Education

Bachelor's degree preferred

Job description

Benefits:

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

We Don't Just Grow Careers — We Grow People

At the Buffalo District of Northwestern Mutual, we're building an environment where excellence is the standard, collaboration is encouraged, and purpose is woven into everything we do. Our culture is bold, modern, and energized — a space where ideas spark, careers accelerate, and futures are built. Just as we help families achieve financial security and peace of mind, we invest in the growth and success of our own team.

Our thriving location:

5488 Sheridan Drive, Ste. 100, Williamsville, NY 14221

Watch a day in the life of a Northwestern Mutual Advisor

About Us

Northwestern Mutual is a Fortune 500 company providing financial services to more than 5 million people. As a mutual company, we answer to our policyowners, not Wall Street. Founded in Wisconsin in 1857, Northwestern Mutual was recognized by Fortune as one of the "World's Most Admired" life insurance companies in 2024.

We believe in showing up for our community — from hands-on service projects to supporting causes like Alex's Lemonade Stand and Camp Good Days.

About the Role

As a Financial Representative, you'll help individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. You'll build long-term client relationships, understand each client's unique needs, and provide tailored financial solutions.

Responsibilities

• Consult with clients to understand their financial goals, aspirations, and concerns
• Develop comprehensive financial plans covering investments, insurance, and retirement
• Recommend and implement insurance strategies to protect clients' assets and income
• Monitor clients' financial plans and adjust strategies as circumstances change
• Build and maintain a client network through referrals, community involvement, and professional associations

What You'll Need

• Bachelor's degree preferred, but not required
• Previous experience in financial services, insurance, or business development is beneficial but not required
• Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients
• Willingness to obtain required licenses, including Series 6, 63, and state insurance licenses — training and sponsorship available

What We Offer

• Ongoing training and development, including sponsorship for advanced certifications
• Performance-based compensation that grows with your production
• Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors
• Flexibility to build a schedule around your lifestyle and goals
• Company-funded pension and PFGF profit-sharing contributions
• The opportunity to make a lasting impact guiding individuals and families toward financial security

Meet the Team, the Heartbeat of Our Business

Nii Sowah — Managing Director

with Northwestern Mutual for nearly 12 years, Nii began as an Associate Financial Representative and advanced through multiple development roles, including Internship Development Officer. A certified coach with a CLF designation, he's focused on developing others and driving district growth. Outside of work, Nii lives in Buffalo with his wife and two children, supports Buffalo sports teams, and co-founded the nonprofit Unite by Night.

Ben Ross — Wealth Management Advisor / Growth Development Director

with Northwestern Mutual for 13 years, Ben started his career as an advisor in 2012 after a background in retail sales and management with Verizon. He's active in the community through The Ride for Roswell and an annual Women in STEM scholarship. Ben and his wife are raising three daughters, and together they enjoy biking, traveling, and trips to Disney, the beach, and the Adirondacks.

John M. Bongiovanni, CFP®, CLU®, ChFC®, RICP® — Private Wealth Advisor

with Northwestern Mutual for 38 years, John now advises more than 500 clients across 20 states and leads Generational Wealth Management, an ensemble firm he grew after welcoming two partners in 2021. He's been recognized as a Top 50 Advisor in the Eastern region and a Forbes Best-In-State Wealth Advisor. Outside of work, John lives in Erie, PA, and enjoys skiing, golfing, and time with his family at the St. Lawrence River.

Ryan O'Connor — Wealth Management Advisor

with Northwestern Mutual since 2018, Ryan built a team-based firm that now oversees $350 million in client assets, after being recognized as a multi-year Million-Dollar Round Table recipient and Top 50 Advisor. He's been named a Forbes Best-in-State Next-Gen Wealth Advisor. Outside of work, Ryan enjoys running, hiking, fishing, and spending time with his three children.

Ryan Preziosi — Wealth Management Advisor

with Northwestern Mutual for over 11 years, Ryan started as an intern — earning Intern of the Year and Rookie of the Year — before transitioning into a successful full-time advisor career. Outside of work, Ryan lives in Buffalo, where he enjoys golfing, time outdoors, and creating memories with his wife and daughter.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Nii Sowah is a Managing Partner for NM and is not in legal partnership with NM or its subsidiaries.