Financial Representative - Entry Level

This entry-level Financial Representative role at Northwestern Mutual Lawhon Network is onsite in Miami, FL, with a salary range of USD 67,000 to 89,000 per year, and a bachelor’s degree is preferred.

Responsibilities

• Conduct client consultations to understand financial goals, aspirations, and concerns.
• Develop comprehensive financial plans covering investments, insurance, and retirement strategies.
• Recommend and implement insurance solutions to protect clients' assets and income.
• Provide ongoing plan monitoring and regular updates, adapting strategies as life circumstances change.
• Grow and maintain a client network through referrals, community involvement, and professional associations.

Requirements

• Education: Bachelor’s degree strongly preferred.
• Experience: Prior work in financial services, insurance, or business development is a plus but not required.
• Skills: Excellent interpersonal and communication abilities, analytical thinking, and the capacity to build trust with clients.
• Licenses: Obtain necessary licenses including Series 6, Series 63, and state insurance licenses; training and sponsorship are available.

Benefits

• Retirement plans
• Performance-based bonus opportunities
• Company-sponsored events and parties
• Dental insurance
• Flexible work schedule
• Health insurance
• Opportunities for advancement
• Training and professional development
• Vision insurance
• Comprehensive income potential
• Support and mentorship
• Work-life balance initiatives
• Meaningful impact within clients' financial lives