Financial Representative with Military Background

$75,000 - $120,000/Yr

Tri-Harbor Financial Group of Greater Boston - Plymouth, MA

Full-time - Entry Level

Remote - Plymouth, MA

About the position

The Financial Representative position at Tri-Harbor Financial Group of Northwestern Mutual is designed for veterans who are passionate about helping clients secure their financial futures. This role involves assessing clients' financial needs, developing customized insurance solutions, and building strong relationships to provide ongoing support. The position offers a collaborative team environment with opportunities for professional growth and advancement.

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.

Requirements

• Bachelor's Degree (preferred).
• Strong communication skills and ability to simplify complex decisions for clients.
• Ability to take ownership and responsibility in a team environment.

Nice-to-haves

• Prior insurance or financial services experience is not required.

Benefits

• 401(k)
• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance