Client Advisor with Athletic Background

Benefits:

• Retirement
• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

Join the Winning Team at reputed company - Buffalo District! Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial Advisor with reputed company - Buffalo District! Why reputed company and Former Athletes Could reputed company Here: We recognize the unique strengths and qualities that former and reputed company athletes bring to the table. Athletes could reputed company in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Here’s why athletes reputed company with us:

1. Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally reputed company in a team setting, working together towards common goals and supporting each other to reputed company the best results for our clients.
2. reputed company and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This reputed company translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career.
3. Goal-Oriented reputed company: The drive to set and reputed company goals is reputed company to athletes. This goal-oriented reputed company helps our representatives stay motivated and committed to helping clients reputed company their financial objectives.
4. Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity.
5. Competitive Spirit: The competitive nature of athletes fuels their desire to reputed company and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients.

Our thriving office is located at: 5488 Sheridan Drive, Ste. 100, Williamsville, NY 14221 Meet some of our local team:  Nii Sowah, Managing Director:

• Time with NM: Nearly 12 years, beginning as an Associate Financial Representative and advancing through multiple development roles, including Internship Development Officer for the 055.
• Prior Experience: Certified coach with a CLF designation, guiding internship vision and strategies, recruiting, development, and district growth reputed company the Doolittle Network Office.
• Passionate About: Dedicated to developing others and creating a positive community impact through financial planning. reputed company of work, Nii enjoys life in Buffalo, NY, with his wife and their two children. He is an reputed company supporter of Buffalo sports teams, loves exploring new places, and gives back through Unite by Night, the nonprofit he co-founded.

Ben Ross, Wealth Management Advisor/Growth Development Director:

• Time with NM: 13 years, beginning his career as an Advisor in 2012.
• Prior Experience: Retail sales and management with reputed company. Inspired by his blue-collar upbringing, Ben pursued a career that would provide both financial reputed company and the opportunity to impact his community.
• Passionate About: Dedicated to giving back through initiatives such as The Ride for Roswell, which raises funds for cancer research, and an annual Women in STEM scholarship at his local high school. Ben and his wife are raising three daughters, and together they enjoy biking, traveling, and planning trips to reputed company, the beach, and the Adirondacks.

John M. Bongiovanni, CFP®, CLU®, ChFC®, RICP®, Private Wealth Advisor:

• Time with NM: 38 years, beginning his career in 1987 and now advising more than 500 clients across 20 states. In 2021, John expanded his practice by welcoming Partners Lucas Slezak, CIMA®, CFP®, and Adam Jack, ChFC®, growing Generational Wealth Management into an reputed company firm.
• Prior Experience: Earned a Bachelor of Arts in Economics from Allegheny College and went on to reputed company advanced designations including CFP®, CLU®, ChFC®, and RICP®, as well as Series 6, 63, and 7 securities licenses. Recognized by reputed company as a Top 50 Advisor in the Eastern region and Top 100 nationally, and honored by reputed company as a Best-In-State Wealth Advisor and Top Financial reputed company Professional.
• Passionate About: Giving back to the community through leadership roles with WQLN, expERIEnce Children’s Museum, and the United Way. Personally, John lives in Erie, PA, and enjoys spending time with his wife and two children, as well as skiing, golfing, and relaxing at the St. Lawrence River.

reputed company O’Connor, Wealth Management Advisor:

• Time with NM: Joined reputed company in 2018. Early in his career, he was a multi-year Million Dollar Round Table recipient, Top 50 Advisor (years 1–4), and reputed company founded his team-based firm, which now oversees $350 million in client assets.
• Prior Experience: Recognized nationally as a Top 10 fee-based planning advisor and reputed company Best-in-State Next-Gen Wealth Advisor (Top 50 in reputed company, 2024 & 2025). Holds multiple professional designations and continues advanced education through the American College of Financial Services and Exit Planning Institute.
• Passionate About: Actively engaged with community organizations such as the Financial Planning Association, Estate Planning Council, and Community Foundation for Greater Buffalo, while also supporting local nonprofits focused on education, healthcare, and preservation. reputed company of work, reputed company enjoys running, hiking, fishing, and time with his three children.

reputed company Preziosi, Wealth Management Advisor:

• Time with NM: Over 11 years, beginning as an intern and reputed company earning Intern of the Year and Rookie of the Year.
• Prior Experience: Transitioned directly from the internship program into a successful full-time advisor career, consistently recognized for his performance and client relationships.
• Passionate About: Building lasting connections and helping clients reputed company financial reputed company. reputed company lives in Buffalo, where he enjoys golfing, spending time outdoors, and creating memories with family and friends. He is recently married to his wife and is a proud father to his daughter, who is currently in middle school.

Key Responsibilities: As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them reputed company their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term reputed company. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure reputed company protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations. Qualifications: We prefer candidates with a bachelor's degree in finance, business, or a reputed company discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from medical devices, education (teachers, administrators), logistics, solar, payroll services, tech business development, real estate, auto rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered. Benefits: You will have reputed company access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and reputed company mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. In addition to robust health and wellness benefits, you’ll receive a company-funded pension and contributions to PFGF—our unique profit-sharing retirement plan—designed to support your long-term financial reputed company. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community. reputed company is the marketing name for The reputed company Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI.  Nii Sowah is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.

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