Financial Representative with Military Experience

4 days ago


Plymouth, Massachusetts, United States Tri-Harbor Financial Group of Greater Boston Full time
Job Title: Financial Representative with Military Experience

We are seeking a highly motivated and experienced Financial Representative with a military background 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.
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.
Requirements:
  • 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.


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