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Financial Planner with Military Background

Barish Financial - Northwestern Mutual

Boca Raton, FL

Benefits Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Strong earnings potential Significant bonus opportunity commensurate with outcomes Life insurance Retirement plan including a company-funded pension and PFGF Position Overview As a Financial Planner you will play a critical role in helping clients secure their financial futures through comprehensive insurance solutions. Your responsibilities will include: Client Assessment: Evaluate clients' financial needs and goals to recommend appropriate insurance products. Customized Solutions: Develop personalized insurance plans that align with clients' long-term financial strategies. Relationship Building: Establish and maintain strong relationships with clients, offering continuous support and advice as their needs evolve. Product Knowledge: Stay informed about the latest insurance products and industry trends to provide clients with the best options available. Compliance and Ethics: Ensure all recommendations and sales comply with company policies and regulatory requirements, maintaining the highest ethical standards. Candidate Characteristics 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. Education Bachelor's Degree (preferred) Location and Work Flexibility 1515 S Federal Highway, Suite 208 Boca Raton, FL 33432 Flexible work from home options available. #J-18808-Ljbffr Barish Financial - Northwestern Mutual

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Vacancy posted 3 days ago
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