The Banderman Group
Entry Level Financial Specialist
The Banderman Group, Villa Ridge, Missouri, United States, 63089
Overview
Join the winning team at The Banderman Group of Northwestern Mutual. Our thriving office is located at 10805 Sunset Office Dr Suite 100, Sunset Hills, MO 63127. A Glance at Northwestern Mutual: 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, with a unique culture deeply dedicated to helping people achieve financial security. Flexible work from home options available. About the Role
As a Financial Specialist/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
Experience: Previous experience in financial services, insurance or business development is not required. Our team members come from a diverse array of career backgrounds including nonprofit leadership and management, retail, fitness, education, car rental business, healthcare, logistics, sales, business development, finance, technology and others. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: 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. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. 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. Meet our local leaders
Matt Banderman - Managing Director: Rising from intern in college to Managing Director. Over 20 years of experience with twelve Million Dollar Roundtable qualifications; dedicated to family and sports; diversity champion. Tom Simon - Financial Advisor: Background in golf at Mizzou; 12+ years with the team; passionate about building his own team and charity golf tournaments. Alan Metzger - Financial Advisor: Accountant with 16 years in construction before Northwestern Mutual; enjoys sports and family activities; 25 years as a client. Claudia Zimny - Recruiter: Business Management graduate from UMSL; recruiting experience since 2023; outdoors and family oriented. 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.
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Join the winning team at The Banderman Group of Northwestern Mutual. Our thriving office is located at 10805 Sunset Office Dr Suite 100, Sunset Hills, MO 63127. A Glance at Northwestern Mutual: 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, with a unique culture deeply dedicated to helping people achieve financial security. Flexible work from home options available. About the Role
As a Financial Specialist/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
Experience: Previous experience in financial services, insurance or business development is not required. Our team members come from a diverse array of career backgrounds including nonprofit leadership and management, retail, fitness, education, car rental business, healthcare, logistics, sales, business development, finance, technology and others. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: 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. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. 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. Meet our local leaders
Matt Banderman - Managing Director: Rising from intern in college to Managing Director. Over 20 years of experience with twelve Million Dollar Roundtable qualifications; dedicated to family and sports; diversity champion. Tom Simon - Financial Advisor: Background in golf at Mizzou; 12+ years with the team; passionate about building his own team and charity golf tournaments. Alan Metzger - Financial Advisor: Accountant with 16 years in construction before Northwestern Mutual; enjoys sports and family activities; 25 years as a client. Claudia Zimny - Recruiter: Business Management graduate from UMSL; recruiting experience since 2023; outdoors and family oriented. 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.
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