Financial Representative Entry Level
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
- 10070 Daniels Interstate Court #230 Fort Myers, FL 33913
- 4851 Tamiami Trail North Suite 302 | Naples, FL 34103
- 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.
- Time with NM: 5 years
- Prior to NM: Professional football player
- Passionate About: Sports and spending time with his wife and their son.
- Time with NM: 4 years
- Prior to NM: Flight attendant and health insurance
- Passionate About: Food, time with friends and family, faith, and travel.
- 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.
- 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.
- Strong communication and interpersonal skills.
- Goal-oriented with a desire to succeed.
- Life insurance license and FINRA certifications (or willingness to obtain).
- 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
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