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Financial Representative with Military Experience
2 months ago
We are seeking a highly motivated and experienced Financial Representative to join our team at Tri-Harbor Financial Group of Northwestern Mutual. As a Financial Representative, you will play a critical role in helping clients secure their financial futures through comprehensive insurance solutions.
Key Responsibilities:- Evaluate clients' financial needs and goals to recommend appropriate insurance products.
- Develop personalized insurance plans that align with clients' long-term financial strategies.
- Establish and maintain strong relationships with clients, offering continuous support and advice as their needs evolve.
- Stay informed about the latest insurance products and industry trends to provide clients with the best options available.
- Ensure all recommendations and sales comply with company policies and regulatory requirements, maintaining the highest ethical standards.
- 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.
- A company experiencing rapid growth, offering leadership opportunities for top performers.
- 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.
- Strong earnings potential with no ceiling.
- Significant bonus opportunity commiserate with outcomes.
- Dental insurance.
- Health insurance.
- Life insurance.
- Retirement plan.
- Vision insurance.
- Bachelor's Degree (preferred)
If you are a motivated and experienced professional with a passion for helping others, we encourage you to apply for this exciting opportunity to join our team at Tri-Harbor Financial Group of Northwestern Mutual.
