Northwestern Mutual Bouchard Financial Group
Financial Representative Entry Level
Northwestern Mutual Bouchard Financial Group, Fort Myers, Florida, United States, 33916
Join to apply for the
Financial Representative Entry Level
role at
Northwestern Mutual Bouchard Financial Group .
Be among the first 25 applicants.
Join the Winning Team at Northwestern Mutual – Bouchard Financial Group! At Northwestern Mutual – Bouchard Financial Group, we are dedicated to building long‑lasting, genuine relationships within the community while helping clients create lasting financial security. Our mission is to partner with the community and provide peace of mind through education and exceptional financial guidance, supported by a vision to be the most successful, innovative, and admired organization in the financial services industry. Guided by our core values of integrity, grit, respect, and courage, Bouchard Financial Group is actively involved in supporting local charities and organizations such as Alex’s Lemonade Stand Foundation for Childhood Cancer, Golisano Children’s Hospital of Southwest Florida, multiple local Chambers of Commerce, SWFL Business Network, SWFL Inc., Young Professionals of Naples, Florida Gulf Coast University, and the SANCAP Chamber.
Benefits
Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
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.
Position Requirements
Strong communication and interpersonal skills.
Goal‑oriented with a desire to succeed.
Life insurance license and FINRA certifications (or willingness to obtain).
Position Perks
Significant bonus opportunity commensurate with outcomes
Dental insurance
Health insurance
Life insurance
Retirement plan
Vision insurance
Ongoing professional development
Local culture of support and positive recognition
Office Locations
10070 Daniels Interstate Court #230 Fort Myers, FL 33913
4851 Tamiami Trail North Suite 302 Naples, FL 34103
Flexible work from home options available.
Seniority level Entry level
Employment type Full‑time
Job function Sales and Business Development
References: Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jesse Bouchard is a General Agent of NM and is not in legal partnership with NM, or its subsidiaries.
#J-18808-Ljbffr
Financial Representative Entry Level
role at
Northwestern Mutual Bouchard Financial Group .
Be among the first 25 applicants.
Join the Winning Team at Northwestern Mutual – Bouchard Financial Group! At Northwestern Mutual – Bouchard Financial Group, we are dedicated to building long‑lasting, genuine relationships within the community while helping clients create lasting financial security. Our mission is to partner with the community and provide peace of mind through education and exceptional financial guidance, supported by a vision to be the most successful, innovative, and admired organization in the financial services industry. Guided by our core values of integrity, grit, respect, and courage, Bouchard Financial Group is actively involved in supporting local charities and organizations such as Alex’s Lemonade Stand Foundation for Childhood Cancer, Golisano Children’s Hospital of Southwest Florida, multiple local Chambers of Commerce, SWFL Business Network, SWFL Inc., Young Professionals of Naples, Florida Gulf Coast University, and the SANCAP Chamber.
Benefits
Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
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.
Position Requirements
Strong communication and interpersonal skills.
Goal‑oriented with a desire to succeed.
Life insurance license and FINRA certifications (or willingness to obtain).
Position Perks
Significant bonus opportunity commensurate with outcomes
Dental insurance
Health insurance
Life insurance
Retirement plan
Vision insurance
Ongoing professional development
Local culture of support and positive recognition
Office Locations
10070 Daniels Interstate Court #230 Fort Myers, FL 33913
4851 Tamiami Trail North Suite 302 Naples, FL 34103
Flexible work from home options available.
Seniority level Entry level
Employment type Full‑time
Job function Sales and Business Development
References: Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jesse Bouchard is a General Agent of NM and is not in legal partnership with NM, or its subsidiaries.
#J-18808-Ljbffr