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Financial Planner with Military Background
Barish Financial - Northwestern Mutual —Boca Raton, FL
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Sales Representative

Barish Financial - Northwestern Mutual
Boca Raton, FL

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Job Details

Full-time
$62,000 - $81,000 a year

Benefits

Health insurance
Dental insurance
Work from home
Vision insurance
Opportunities for advancement
Flexible schedule

Qualifications

Insurance needs analysis
Financial sales
Referral-based lead generation
Sales referrals
Investment planning
Community networking activities
Business development
Bachelor's degree
Investment client management
Financial goal setting advisory services
Insurance planning
Client referrals
Insurance sales
Relationship building in financial sales
Senior level
4 years
Leadership
Retirement planning advisory services
Communication skills

Full Job Description

Benefits:

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

Barish Financial of Northwestern Mutual is guided by a mission to provide financial guidance that empowers individuals and organizations to achieve both short- and long-term stability, growth, and confidence in their financial future. Through a commitment to transparency, integrity, and personalized strategies tailored to every stage of life, the team delivers thoughtful, client-centered planning designed to create lasting impact. Beyond the work they do with clients, Barish Financial is deeply engaged in the community, supporting organizations such as several FAU Foundations, Spirit of Giving, and Alex’s Lemonade Stand in the fight against childhood cancer. This combination of purposeful planning and community involvement creates a meaningful environment for those transitioning into a Financial Representative role.

Our thriving office is located at: 1515 S Federal Highway, 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

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 policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.

Meet Our Team:

Irene Barish, Managing Director and Financial Advisor:

Time with NM: Since 2019
Previous experience: Pediatric Intensive Care Unit Registered Nurse, with a strong background in critical decision-making, advocacy, and family care.
Passionate about: Spending time with her family, including her husband, a Fort Lauderdale firefighter and veteran, and their two sons, ice hockey and cheering on the Florida Panthers; hosting Sunday dinners with her entire family.

Michael Velez, Growth Development Director:

Time with NM: Since 2018
Previous experience: Led teams in the call center industry, building a strong foundation in leadership, performance development, and team growth.
Passionate about: Helping others professionally and within the community; serving on the board of Florida Atlantic University; educating and empowering the Spanish community on financial options and financial freedom; prioritizing wellness through breathwork, sauna, and cold plunges; enjoying soccer (especially Real Madrid), tennis, and pickleball; married with two children.

Caleb Posey, CFP®, Financial Advisor:

Time with NM: 4.5 years
Previous experience: Accounting background, including auditing regional healthcare entities and prior experience in tax preparation.
Passionate about: Spending time with family and his girlfriend, Lia; staying active through pickleball; traveling locally and internationally; exploring new restaurants; spending time on or near the water; catching up on the latest TV series; training for the Lunar New Year Half Marathon in Biscayne Bay; watching Florida Panthers hockey, Miami Heat basketball, and playoff football.

Francois Truong, Growth Development Director:

Time with NM: 4 years
Previous experience: Director of Player Development at Hard Rock Hotel and Casino, managing relationships with high-value clients and leading the Asian Marketing team to enhance client experience and market growth; ventures in real estate fix-and-flips and the fitness apparel industry.
Passionate about: Spending quality time with family through cooking, outings, and actively participating in his children’s sports practices; maintaining a healthy lifestyle through fitness and gym routines; exploring new culinary experiences and cooking new dishes.

Craig Jay McLane, CFP®, ChFC®, CLTC®, Wealth Management Advisor and Growth and Development Director:

Time with NM: 9 years
Previous experience: Joined Northwestern Mutual after graduating from the College of William and Mary, where he played collegiate baseball.
Passionate about: Spending time with his wife, son, cat Fin, and dog Leo; scuba diving; watching professional sports; hosting barbecues with friends; spending time on the water.

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: Bachelor's Degree is strongly preferred or military equivalent.
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. Irene Barish is a Managing Director for NM and is not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.

Quick Apply

Refine Your Search

Girlfriend jobs

Sales Representative

Direct Support Professional Lead

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