Financial Representative - Entry Level

Overview

As a Financial Representative at Northwestern Mutual – Lawhon Network, you will contribute to helping individuals and businesses achieve their financial goals through tailored insurance solutions and strategic financial planning. This entry level role focuses on building long term client relationships, understanding unique needs, and delivering personalized financial guidance. The position is based in Miami, Florida 33131 with attractive benefits and clear paths for advancement.

Benefits

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

About Northwestern Mutual – Lawhon Network

Northwestern Mutual – Lawhon Network was recognized as a Top 100 Workplace in 2025 by the Sun Sentinel. The network is devoted to developing the next generation of financial professionals who are purposeful and impactful. Our mission is to guide individuals by aligning vision, values, and actions to help families, businesses, and communities achieve financial security. We aim to cultivate leaders and advisors dedicated to excellence and to make a meaningful community impact as we strive to be a leading network in every measure.

District Offices

• 500 E Broward Blvd, Fort Lauderdale, FL 33394
• 201 Alhambra Cir, Coral Gables, FL 33134
• 19950 W Country Club Dr, Aventura, FL 33180
• 100 SE 2nd St, Miami, FL 33131
• 4501 Tamiami Trl N, Naples, FL 34103

Follow this link to hear about a Day in the Life of a Financial Representative with the Lawhon Network: Day in the Life of a Financial Representative.

About Northwestern Mutual

Northwestern Mutual is a Fortune 500 company providing a wide range of financial services to over 5 million people. As a mutual company, we answer to policyowners rather than Wall Street. Founded in 1857 in Wisconsin, the company has grown into a top national leader recognized by Fortune as one of the World’s Most Admired life insurance companies in 2024. Our culture emphasizes helping people achieve financial security and fostering long-lasting client relationships.

Meet Our Team

Grant Stevens – Wealth Management Advisor, District Director of Fort Lauderdale

Time with Northwestern Mutual: 15 years. Prior experience began as an intern during his time at the University of Washington, with subsequent progression within the organization. Personal interests include family wellness, fitness, and CrossFit coaching. He enjoys dog parent life and values a balanced lifestyle rooted in health and family.

TJ Pacchioli – Wealth Management Advisor, Managing Director of Miami

Time with Northwestern Mutual: 15 years. Former college football athlete prior to joining the firm. Passionate about being a devoted father of four, prioritizing family time and quality interactions with his children.

Jonathan Ramirez – Wealth Management Advisor, Managing Director of Naples

Time with Northwestern Mutual: 12 years. Began as a financial representative intern while playing soccer at FIU, building a career with the firm since. Strong commitment to family, teamwork, discipline, and faith-guided leadership. An avid soccer player who values collaboration and perseverance.

Brian Reas – Managing Director of Aventura

Time with Northwestern Mutual: 20 years. Started as an IT intern at the Milwaukee home office and advanced within the organization. He is married with two children, focuses on family leadership, community service, and coaching youth sports. Active on The Crockett Foundation board and involved with NSU Art Museum and Joe DiMaggio Children’s Hospital.

Robert Poleo – Managing Director of Coral Gables

Time with Northwestern Mutual: 25 years. Began as a Financial Representative intern in Fort Lauderdale while attending FSU, and has continued to build his career here. He prioritizes faith, family, travel, boating and fitness, striving for a balanced, active lifestyle.

Emmy Iragorri – Chief Recruitment Officer

Time with Northwestern Mutual: 7 years. Background in executive recruiting prior to joining NM. Emmy has roots in California and Mexico, is a Cal State Fullerton alum, and enjoys Pilates and barre, hiking, travel, and language study. Married, she blends family life with a strong commitment to wellness and lifelong learning.

About the Financial Representative Role

As a Financial Representative, you will join a team focused on helping individuals and businesses reach their financial goals through personalized insurance solutions and comprehensive financial planning. The role emphasizes building long-term client relationships, assessing client needs, and delivering tailored financial solutions.

Key Responsibilities

• Client Consultation: Meet with clients to understand their financial goals, aspirations, and concerns
• Financial Planning: Create comprehensive plans covering investments, insurance, and retirement
• Insurance Solutions: Recommend and implement strategies to protect client assets and income
• Ongoing Support: Monitor and update client plans as circumstances change
• Networking: Grow a client base through referrals, community involvement, and professional associations

Qualifications

• Education: A bachelor’s degree is strongly preferred
• Experience: Prior experience in financial services, insurance, or business development is beneficial but not required
• Skills: Strong interpersonal and communication abilities, analytical mindset, and ability to build trust with clients
• Licenses: Must obtain necessary licenses such as Series 6, Series 63, and state insurance licenses (training and sponsorship available)

Compensation and Benefits

• Professional development through ongoing training and support, with sponsorship for advanced certifications
• Competitive compensation structure with performance incentives and no cap on earnings
• Comprehensive support from a dedicated planning team, marketing resources, and mentors
• Flexible scheduling to help balance work and personal goals
• Opportunity to make a meaningful impact by guiding clients toward financial security

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, Wisconsin. Emmy Iragorri serves as Chief Recruitment Officer of Northwestern Mutual and is not in a legal partnership with NM or its subsidiaries.