Entry Level Financial Specialist

Job Description

Job Description

Benefits :

401(k)

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

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.

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 Some of Our Local Leaders :

Matt Banderman - Managing Director :

• What a Journey : Rising from intern in college to Managing Director, Matt's journey at Northwestern Mutual is a testament to dedication and excellence.
• Top-Tier Financial Expertise : With over 20 years of experience, Matt boasts thirteen Million Dollar Roundtable qualifications, ranking among the world's top advisors.
• Family & Sports : Beyond finance, Matt is a dedicated father of two daughters and a son, sharing his passion for sports and personal development.
• Diversity Champion : Committed to diversity and community impact, Matt serves on influential boards, shaping an inclusive office of thriving professionals.

Tom Simon - Financial Advisor :

• Background : Played golf at Mizzou, now a scratch golfer.
• Passions : Building his own team, winning charity golf tourneys, and being a dad.
• Secret Weapon : A knack for leading with vision and commitment to growth.
• Time with our team : 12+ years.

Alan Metzger - Financial Advisor :

• Background : Former Accountant for a construction company, with 16 years of experience before joining Northwestern Mutual.
• Personal Passions : Avid sports fan (baseball, basketball, football), enjoys golfing, pickleball, racquetball, and snow skiing, and watching his three kids activities in dance, football, and basketball.
• Time with our Team : 10 years as a Financial Advisor, with 25 years as a client.

Claudia Zimny - Recruiter :

• Background : Business Management graduate from UMSL, with recruiting experience since 2023.
• Community and Hobbies : Loves the outdoors, active in her church, enjoys reading, and spending time with her family in St. Louis.
• Time with our Team : Joined in 2024.

Learn more about The Banderman Group by following these links : https : / / www.linkedin.com / in / matthew -banderman-clf-08757578 / https : / / www.facebook.com / NorthwesternMutualSaintLouis

About 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.

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 :

• 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).
Benefits :
• 401(k)
• 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.

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.

Flexible work from home options available.