Sales Representative

Striano Financial Group; Boca Raton (FL); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Retirement

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Job summary

Striano Financial Group, affiliated with Northwestern Mutual, is seeking a Financial Representative in Boca Raton to help clients achieve financial goals through personalized insurance and planning solutions. The role emphasizes building lasting client relationships, understanding unique needs, and delivering tailored financial strategies.

You will join a team committed to professional growth, ethical standards, and community involvement, with a flexible schedule and opportunities for

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).

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.

Skills

Interpersonal skills

Communication

Analytical thinking

Education

Bachelor's degree (preferred)

Tools

Licenses: Series 6/63 and state Insurance

Job description

Benefits:

• Retirement
• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

Striano Financial Group of Northwestern Mutual is proud to be recognized for both professional excellence and a strong culture of belonging. In 2025, the firm received Northwestern Mutual’s Belonging & Impact Champion Award, a national recognition honoring inclusive leadership practices and the success of individuals from diverse backgrounds and experiences. That same year, The Striano Group was also recognized nationwide for achieving the highest new Financial Representative production across all Northwestern Mutual agencies. Guided by a mission to provide world-class products and services to the community, the team is committed to building meaningful relationships, supporting personal and professional growth, and maintaining a reputation grounded in professionalism, integrity, and ethics.

Our office is located at: 1515 S Federal HWY Suite 208 Boca Raton, FL 33432

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

Meet Our Team:

Peter Striano, Managing Partner (MP):

Time with NM: Since 1992.

Prior Experience: Joined Northwestern Mutual as the agency’s first college agent and progressed through multiple leadership roles including College Agent, Special Agent, College Unit Director, Field Director, Managing Director, and Managing Partner.

Passionate About: His faith and community involvement, including supporting organizations such as Our Fathers House Soup Kitchen.

Renata Carvalho, Managing Director (MD):

Time with NM: Since 2019.

Prior Experience: Economist with an Executive MBA from Florida Atlantic University and extensive experience in global business management across financial planning, sales, procurement, logistics, and marketing within multinational corporations. Licensed in over 20 states with expertise in international business and financial literacy initiatives.

Passionate About: Advocating for immigrants, women, and minorities, fostering inclusivity and equality, supporting the LGBTQ+ community, golfing, and helping individuals pursue personal and financial growth opportunities.

Linda Buccilli, Managing Director (MD):

Time with NM: Since 2011.

Prior Experience: Began her Northwestern Mutual career in 2011 and quickly achieved strong early success, earning multiple Bronze, Silver, and Gold Awards, Long Term Care Leader Awards, and Million Dollar Round Table recognition. She currently serves as a District Director and Long Term Care Specialist leading a diversified team of Financial Advisors.

Passionate About: Long Term Care education and planning, spending time with family and friends, supporting her community through the Boys & Girls Clubs of Broward County, and advocating for client financial security through holistic planning.

About the Sales 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.

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:

• Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
• Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
• Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
• Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
• Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Peter Striano is a Managing Partner of NM and not in legal partnership with NM, or its subsidiaries.