Financial Representative

Job overview

The Financial Representative role is listed in Miami, FL, with district offices also identified in Fort Lauderdale, Coral Gables, Aventura, and Naples. The posting states an $80,000–$95,000 annual range; it also describes performance incentives and income potential. The Lawhon Network’s mission is to help individuals achieve financial security and develop entrepreneurial financial professionals. The representative builds client relationships, understands financial goals, and develops personalized plans involving investments, insurance, and retirement. The role supports clients over time by reviewing plans, recommending protection strategies, and adjusting recommendations as circumstances change.

What you'll do

• Consult with clients about financial goals and concerns
• develop financial plans covering investments, insurance, and retirement
• recommend insurance strategies
• monitor plans and provide updates
• build a client network through referrals, community involvement, and professional associations.

What we're looking for

Skills & competencies

financial representative

financial planning

insurance solutions

retirement planning

client relationships

career changer opportunity

miami fl

fort lauderdale fl

coral gables fl

aventura fl

naples fl

$80k–$95k annually

Work arrangement

• Weekend coverage required

Benefits & perks

• Retirement benefits, performance bonuses, dental and health insurance, flexible schedule, advancement opportunities, training and development, and vision insurance.

Why this role

The posting offers training, mentorship, and professional licensing support for career changers; necessary licenses include Series 6, Series 63, and state insurance licenses, with training and sponsorship available.

About the employer

Northwestern Mutual - Lawhon Network is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.