Northwestern Mutual Bouchard Financial Group
Financial Representative Entry Level
Northwestern Mutual Bouchard Financial Group, Punta Gorda, Florida, United States, 33599
2 days ago Be among the first 25 applicants
Benefits
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
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, and Florida Gulf Coast University, as well as the SANCAP Chamber.
Our offices are located at
10070 Daniels Interstate Court #230, Fort Myers, FL 33913
4851 Tamiami Trail North Suite 302, Naples, FL 34103
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: https://youtu.be/tar1BSa7Gaw
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
Flexible work from home options available.
#J-18808-Ljbffr
Benefits
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
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, and Florida Gulf Coast University, as well as the SANCAP Chamber.
Our offices are located at
10070 Daniels Interstate Court #230, Fort Myers, FL 33913
4851 Tamiami Trail North Suite 302, Naples, FL 34103
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: https://youtu.be/tar1BSa7Gaw
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
Flexible work from home options available.
#J-18808-Ljbffr