EntryLevel Financial Representative

Striano Financial Group; Boca Raton (FL); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Retirement plans

Performance bonus

Dental insurance

Health insurance

Vision insurance

Advancement opportunities

Mentorship programs

Work-life balance

Job summary

Northwestern Mutual is seeking a Financial Representative in Boca Raton to help clients achieve their financial goals through personalized insurance solutions and financial planning. You will build long-term relationships, assess needs, and tailor strategies that protect assets and income.

You will develop plans covering investments, insurance, and retirement, while earning opportunities through performance incentives and ongoing mentorship from a dedicated planning team.

Qualifications

• A bachelor's degree is preferred.
• Experience in financial services or insurance is beneficial but not required.
• Strong interpersonal and communication skills with the ability to build trust with clients.

Responsibilities

• Engage with clients to understand financial goals, aspirations, and concerns.
• Develop comprehensive financial plans including investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect clients' assets and income.
• Monitor client plans and provide updates, adjusting strategies as needed.
• Build and maintain a network of clients through referrals and professional associations.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Client relationship building

Education

Bachelor's degree preferred

Series 6/63 and state licenses (training sponsorship)

Job description

About the 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.

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.

Qualifications

• Education: A bachelor's degree is preferred.
• Experience: Previous experience in financial services, insurance, or business development is beneficial but not required.
• Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
• Licenses: Obtain necessary licenses such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Benefits

• Retirement plans
• Bonus based on performance
• Company parties
• Dental insurance
• Health insurance
• Vision insurance
• Opportunity for advancement
• Professional development and training & development programs
• Competitive compensation with performance incentives and no ceiling
• Support and mentorship from a dedicated planning team, marketing resources, and experienced mentors
• Work‑life balance and flexibility to create a schedule that fits your lifestyle and goals

Location

1515 S Federal HWY Suite 208 Boca Raton, FL 33432

Work‑Life Flexibility

Flexible work from home options available.