Financial Representative

Bouchard Financial Group - Northwestern Mutual · Florida

At Northwestern Mutual – Bouchard Financial Group , we’re looking for driven individuals to join our mission of helping clients achieve financial security and peace of mind. We have current openings for entry-level applicants, as well as experienced insurance/financial services leaders. Our advisors offer personalized wealth management solutions, and our supportive, people-first culture ensures every team member grows both professionally and personally. If you're passionate about making an impact and being part of something bigger, this is the place for you.

Our thriving offices are located at:

• 10070 Daniels Interstate Court #230 Fort Myers, FL 33913

• 4851 Tamiami Trail North Suite 302 | Naples, FL 34103

Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: https://youtu.be/tar1BSa7Gaw

A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.

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.

About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.

Position Perks:

• Significant bonus opportunity commensurate with outcomes

• Dental insurance

• Health insurance

• Life insurance

• Retirement plan

• Vision insurance

• Ongoing professional development

• Local culture of support and positive recognition

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jesse Bouchard is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

Responsibilities

Key Responsibilities:

• Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.

• Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.

• Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.

• Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.

• Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.

Requirements

Position Requirements:

• Strong communication and interpersonal skills.

• Goal-oriented with a desire to succeed.

• Life insurance license and FINRA certifications (or willingness to obtain).