Northwestern Mutual Bouchard Financial Group · 1 day ago
Financial Representative Entry Level
Lehigh Acres, FL
Full-time
Hybrid
New Grad, Entry LevelNorthwestern Mutual – Bouchard Financial Group is dedicated to building long-lasting relationships within the community while helping clients achieve financial security. The Financial Representative role involves engaging with clients to understand their financial goals, developing comprehensive financial plans, and recommending insurance solutions.
Financial Services
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
Qualification
Required
Strong communication and interpersonal skills
Goal-oriented with a desire to succeed
Life insurance license and FINRA certifications (or willingness to obtain)
Benefits
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Significant bonus opportunity commensurate with outcomes
Life insurance
Retirement plan
Ongoing professional development
Local culture of support and positive recognition
Flexible work from home options available
Company
Northwestern Mutual Bouchard Financial Group
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.
Fort Myers, Florida, US
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase