Financial Representative – Training Provided

Job overview

The Financial Representative role is onsite in Naples, FL; compensation is $67,000–$89,000 per year. Northwestern Mutual’s mission is to help people achieve financial security through personalized financial services and community relationships. The representative consults with clients about financial goals and develops tailored plans involving investments, insurance, and retirement. Ongoing support and networking help maintain client relationships and adjust strategies as circumstances change.

What you'll do

• Consult with clients about financial goals and concerns
• develop financial plans covering investments, insurance, and retirement
• recommend and implement 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

naples fl

financial planning

insurance solutions

retirement planning

client consultation

training provided

license sponsorship

$67k–$89k per year

health insurance

dental insurance

vision insurance

flexible schedule

advancement opportunity

Work arrangement

• Weekend coverage required

Benefits & perks

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

Why this role

Training and sponsorship for necessary licenses, including Series 6, 63, and state insurance licenses, are available. Prior financial services, insurance, or business development experience is beneficial but not required.

About the employer

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