Entry Level Financial Specialist

The Banderman Group•St. Louis, MO

6d•$65,000 - $85,000•Onsite

About The Position

At The Banderman 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. 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. 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.

Requirements

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: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

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.

Benefits

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