Client Advisor with Sports Background jobs in United States
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Northwestern Mutual Bouchard Financial Group ยท 4 days ago

Client Advisor with Sports Background

positionBonita Springs, FL
timeFull-time
remoteHybrid
seniorityNew Grad, Entry Level

Northwestern Mutual - Bouchard Financial Group is seeking individuals with a sports background to join their team as Financial Advisors. The role involves engaging with clients to understand their financial needs and providing personalized guidance to help them achieve their financial goals while cultivating a robust network of clients through various means.

Financial Services
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H1B Sponsorednote

Responsibilities

Engage with clients to understand their comprehensive financial needs
Providing personalized guidance to help them achieve their financial protection and planning goals
Design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being
Ensuring their long-term security
Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals
Cultivate a robust network of clients through referrals, active community involvement, and professional associations

Qualification

Bachelor's degreeInterpersonal skillsCommunication skillsAnalytical skillsClient relationship buildingResilienceDisciplineCompetitive spiritTeamworkGoal-orientedTime management

Required

Excellent interpersonal and communication abilities
Strong analytical skills
Capability to build lasting client relationships
Obtain state insurance licenses

Preferred

Bachelor's degree in finance, business, or a related discipline
Prior experience in insurance, financial services, or business development
Individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others

Benefits

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

Company

Northwestern Mutual Bouchard Financial Group

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At Bouchard Financial Group, our Financial Advisors are committed to building long lasting, genuine relationships within the community and paving the way for their clients financial security.
location
Fort Myers, Florida, US
people-size11-50 employees
web-link
https://www.northwesternmutual.com/office/fl/fort-myers/20691950/

H1B Sponsorship

Northwestern Mutual Bouchard Financial Group has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2021 (4)

Funding

Current Stage
Early Stage
Company data provided by crunchbase