Client Advisor with Sports Background

Northwestern Mutual - Bouchard Financial Group•Bonita Springs, FL

2d•Hybrid

About The Position

Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial Advisor with Northwestern Mutual - Bouchard Financial Group! Why Current and Former Athletes Could Thrive Here: We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes could excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Here’s why athletes could thrive with us: Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. 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. 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. Our thriving offices are located at: 10070 Daniels Interstate Court #230 Fort Myers, FL 33913 4851 Tamiami Trail North Suite 302 | Naples, FL 34103 Meet Our Team: Jesse Bouchard, Managing Director: Time with NM: 20 years Prior to NM: Customer service and hospitality/restaurant industry Passionate About: Traveling, spending time with family, enjoying the beach, and dining out. Garrett Groshek, Financial Advisor: Time with NM: 5 years Prior to NM: Professional football player Passionate About: Sports and spending time with his wife and their son. Jesi Jarosz, Financial Advisor: Time with NM: 4 years Prior to NM: Flight attendant and health insurance Passionate About: Food, time with friends and family, faith, and travel. Gardel Espinal, Financial Advisor: Time with NM: 3 years Prior to NM: Model and auto show product specialist Passionate About: Working out, reading, spending time with family, basketball, and traveling.

Requirements

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.
We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others.
You will be required to obtain state insurance licenses, with training provided and sponsorship considered.

Responsibilities

As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals.
You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security.
Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection.
Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations.

Benefits

Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise.
We offer a lucrative compensation structure including 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 the community.