Financial Representative with Military Experience

4 weeks ago

Plymouth, Massachusetts, United States Tri-Harbor Financial Group of Greater Boston Full time
Unlock Your Potential as a Financial Representative

Are you a motivated and ambitious individual with a strong sense of mission? Do you excel in navigating challenges and striving for excellence both in your military service and civilian career? Tri-Harbor Financial Group of Northwestern Mutual is seeking a talented Insurance Consultant to join our team.

We are a united group of determined, ambitious professionals, eager to make a difference in people's lives as we accelerate the growth of our district office. As a Financial Representative, you will play a critical role in helping clients secure their financial futures through comprehensive insurance solutions.

Your responsibilities will include:

  • Evaluating clients' financial needs and goals to recommend appropriate insurance products
  • Developing personalized insurance plans that align with clients' long-term financial strategies
  • Establishing and maintaining strong relationships with clients, offering continuous support and advice as their needs evolve
  • Staying informed about the latest insurance products and industry trends to provide clients with the best options available
  • Ensuring all recommendations and sales comply with company policies and regulatory requirements, maintaining the highest ethical standards

Why Our Representatives Thrive:

  • Potential for abundant, consistent, and predictable results
  • A collaborative, high-support team environment, fostering growth and camaraderie
  • Full business development process training and support for seamless operations
  • Proven operational systems and cutting-edge technology for enhanced agent efficiency
  • Achieving high performance while maintaining a great quality of life

Candidate Characteristics:

  • Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators
  • People who prioritize understanding the who, why, and how behind actions more than just the what
  • Savvy communicators who find joy in simplifying complex decisions for others
  • Generous souls who gladly treat others without hesitation
  • Ambitious thinkers who embrace boundless opportunities and possibilities
  • Advocates for teamwork and cooperation, where everyone contributes equally
  • Passionate about their work, yet approachable and good-natured in their demeanor

Benefits:

  • Strong earnings potential with no ceiling
  • Significant bonus opportunity commiserate with outcomes
  • Dental insurance
  • Health insurance
  • Life insurance
  • Retirement plan
  • Vision insurance

Education:

  • Bachelor's Degree (preferred)

If these qualities describe you, then our office might just be your perfect fit. We are looking to bring on the right individual to join our team and help expand our broader service offering, with an emphasis on growing our insurance and financial services portfolios. Prior insurance or financial services experience is not required.

This position offers flexibility, but we're seeking individuals who are open to in-person training and eager to be an active part of our daily and weekly office culture, contributing to our team synergy and vibrant work environment.

Join us on this exciting journey, where we take insurance and financial services to a whole new level of excitement and fulfillment.

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