Financial Representative - Entry Level

Job Description

Job Description

Benefits :

Retirement

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

At Diverse Wealth of Northwestern Mutual, were driven by a vision of impacting lives today and for generations to come. With $180 million in assets under management and recognition as a FORUM firm within our district, we are a top-performing organization committed to excellence, passion, and purpose.

Our Managing Director, a multi-year OARS qualifier, has a track record of coaching elite advisors, including Million Dollar Round Table, LLS, Pathfinders, and FORUM advisors. Under our leadership, Diverse Wealth has achieved the #1 ranking in Lives, New Clients, and Premium within our category, setting the standard for success in the industry.

At our core, we offer a transformational business opportunity that empowers advisors to help their clients achieve financial security through world-class financial solutions. Our culture is rooted in honesty, transparency, and respect, fostering an environment of continuous growth and a relentless pursuit of excellence. Beyond financial planning, Diverse Wealth is committed to making a meaningful impact by supporting Alexs Lemonade Stand, reinforcing our dedication to giving back to the community.

We believe in a life built on passion, purpose, and courage, and our mission is to shape a transformational legacyone that strengthens families, businesses, and communities for generations to come.

Our thriving office is located : 7380 W Sand Lake Rd Orlando, FL 32819.

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

Check out our website : https : / / diversewealth.nm.com /

A Glance at Northwestern Mutual (NM) :

Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.

Meet Some of Our Local Leaders, the Heartbeat of Our Business :

Sindy Walters - Managing Director :

• How long with NM? Been with NM for 18 years.
• Background? Born in Venezuela and grew up in Colombia. Moved to Orlando at 17 years old.
• Prior Experience? She started her career in the financial services industry with Northwestern Mutual in 2007, shortly after graduating from UCF with a degree in Business.
• Mission? Impacting the Hispanic and minority market in Central Florida, and bringing financial literacy and a call to action to each household while making it an enjoyable experience.
• Passionate About? Finds joy in traveling the world, giving back to the community, and spending time with her loving family.

Drew Walters - Lead Advisor :

• How long with NM? Been with NM for 20 years.
• Prior Experience? Received a degree in Finance from UCF. Started his career in the financial services industry through an Internship with Northwestern Mutual in 2003 and within a year had opened up a scratch financial planning office in Greater Orlando.
• Passionate About? Loves spending time with his wife and 2 children. Also enjoys spending time on the golf course and giving back to his community.

Edwin Wiley - Financial Representative :

• How long with NM? Joined Northwestern Mutual in June of 2024.
• Prior Experience? Former certified personal trainer and worked at UCF as the strength coach for their football team.
• Passionate About? Enjoys spending time weight lifting and training, his faith, and being with his loved ones.

Alysse Coe - Financial Representative :

• How long with NM? Joined Northwestern Mutual in January of 2025.
• Prior Experience? Was a corporate executive as well as an author prior to starting with NM.
• Passionate About? Loves spending time with her 2 children and husband, enjoys the beach, and watching documentaries.

Michael Alicea - Financial Representative :

• How long with NM? Joined Northwestern Mutual in October of 2023.
• Prior Experience? Started in the banking industry at the age of 15 doing an internship at Addition Financial. Also owns a gym called Greed Island Barbell.
• Passionate About? Loves spending time with his wife and 2 dogs. Is passionate about building an enduring financial planning practice where he helps business owners, families & government employees plan for the future.

About the Financial 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 :
• Retirement
• 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. Sindy Walters is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.