Financial Representative Entry Level
2 days ago
Lima
Job DescriptionBenefits: • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development 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 Alexs 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: 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 policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Our Team: Mike DArchangelo, 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 foodGreg Constantino, Managing Director:, • Time with NM: 25 years, • Prior to NM: Professional baseball, • Passionate About: Family, faith, fitness, fun, Canandaigua Lake, sports, concerts, and coachingAlex 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 huntingCharlie 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 friendsAbout 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. 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 DArchangelo is not a licensed insurance agent, registered representative of a broker-dealer or representative of a federal savings bank. Flexible work from home options available.