Insurance Consultant with Athletic Background

3 days ago

Plymouth, Massachusetts, United States Tri-Harbor Financial Group of Greater Boston Full time
Unlock Your Potential as an Insurance Consultant with Tri-Harbor Financial Group of Greater Boston

Are you a driven individual with a passion for teamwork and competition? Do you possess the discipline and resilience that comes with being an athlete? If so, we invite you to explore a dynamic career as an Insurance Consultant with Tri-Harbor Financial Group of Greater Boston, a leading network of offices within Northwestern Mutual.

Why Athletes Thrive at Tri-Harbor Financial Group

At Tri-Harbor Financial Group, we recognize the unique strengths and qualities that former and current athletes bring to the table. Our environment is designed to leverage your competitive spirit, teamwork skills, and goal-oriented mindset to drive success in the insurance and financial services industry.

  • Teamwork and Collaboration: Our success depends on teamwork and collaboration, just like in sports. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients.
  • Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career.
  • Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. At Tri-Harbor Financial Group, this goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives.
  • Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity.
  • Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients.

By leveraging these qualities, former and current athletes find a fulfilling and prosperous career at Tri-Harbor Financial Group, where their sports background becomes a cornerstone of their professional success.

Meet Our Local Leaders

Our team is comprised of experienced professionals who are passionate about helping individuals and families secure their financial future. Meet some of our local leaders:

  • Gabi Siegel, Growth & Development Director, Wealth Management Advisor: With 7 years of experience at Tri-Harbor Financial Group, Gabi has a proven track record of success in helping clients achieve their financial objectives.
  • Max Allen, Growth & Development Director, Wealth Management Advisor: With 5 years of experience at Tri-Harbor Financial Group, Max has a strong background in technical recruitment and has helped numerous clients achieve their financial goals.
  • Julie Linehan, Financial Advisor: With 4 years of experience at Tri-Harbor Financial Group, Julie has a deep understanding of the financial services industry and has helped numerous clients achieve their financial objectives.
  • Sarah Adams, Managing Director: With 17 years of experience at Tri-Harbor Financial Group, Sarah has a wealth of knowledge and experience in the financial services industry and has helped numerous clients achieve their financial goals.
Key Responsibilities

As an Insurance Representative, your primary role will be to engage with clients to understand their insurance needs, providing personalized guidance to help them achieve their financial protection goals. You will design and implement tailored insurance strategies that safeguard clients' assets and income, ensuring their long-term security. Regularly reviewing and updating clients' insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection.

Qualifications

We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. You will be required to obtain state insurance licenses, with training provided and sponsorship considered.

Benefits

At Tri-Harbor Financial Group, you will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. Our lucrative compensation structure includes performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in your community.

This is a Hybrid position.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Sarah Adams is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries.

Flexible work from home options available.

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