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Financial Representative Entry Level
Remote / Online - Candidates ideally in
Naples, Collier County, Florida, 33939, USA
Listed on 2026-02-28
Naples, Collier County, Florida, 33939, USA
Listing for:
Northwestern Mutual Bouchard Financial Group
Remote/Work from Home
position Listed on 2026-02-28
Job specializations:
-
Insurance
Insurance Sales -
Finance & Banking
Insurance Sales
Job Description & How to Apply Below
Benefits
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
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.
- Strong communication and interpersonal skills.
- Goal‑oriented with a desire to succeed.
- Life insurance license and FINRA certifications (or willingness to obtain).
- 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-LjbffrPosition Requirements
Less than 1 Year
work experience
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