Financial Planner Seeking Former Educator/Coach
About The Position
This role is for a Financial Planner, specifically seeking individuals with a background in education or coaching. The position offers meaningful work focused on helping clients achieve financial security and build futures. It leverages the communication, relationship-building, and motivational skills honed in teaching and coaching roles. The career offers the potential for personal and professional growth, with rewards that reflect the individual's values and goals. The office is located at 5488 Sheridan Drive, Ste. 100, Williamsville, NY 14221. The Buffalo District of Northwestern Mutual fosters a bold, modern, and energized culture where excellence is the standard and purpose drives the work. They are committed to giving back to the community through service projects and causes such as Alex’s Lemonade Stand and Camp Good Days. By helping families achieve lasting financial security and investing in the success of their team, they create meaningful impact in the lives they touch. Flexible work from home options are available.
Requirements
- Strong communication and interpersonal skills.
- Goal-oriented with a desire to succeed.
- Life insurance license and FINRA certifications (or willingness to obtain).
Nice To Haves
- Former educator or coach background.
Responsibilities
- Educate clients on financial planning and insurance options.
- Provide excellent customer service and build lasting relationships.
- Collaborate with a local, supportive team.
Benefits
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
- Life insurance
- Ongoing professional development
- Local culture of support and positive recognition
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
