What are the responsibilities and job description for the Field Advisor with Real Estate Background position at Buccilli District - Northwestern Mutual?
Transition Your Real Estate Experience to Financial Services with the Buccilli District of Northwestern Mutual!
Are you a residential or commercial real estate agent interested in exploring a new career path? The Buccilli District of Northwestern Mutual invites real estate professionals to consider how their skills and experiences could align with a career in financial services as a Financial Representative, offering new opportunities for growth, income potential, and professional impact. Here is why many in the Real Estate industry consider a successful transition :
- Endurance and Dedication Translate Well : Your success in real estate demonstrates the endurance and dedication required to thrive in a demanding market, which align well with a career in financial services.
- Building Meaningful Client Relationships : Real estate transactions may be one-time events, but financial services provide the opportunity to work with clients throughout their lives, addressing needs such as saving for college, planning for retirement, or buying a home.
- Leverage Your Expertise and Network : Your skills and professional connections from real estate can help you guide individuals toward achieving their financial goals.
- Career Growth Opportunities : Explore a career path that allows you to continue helping others while developing your professional skills.
- Comprehensive Training and Licensing Support : We offer training and licensure opportunities to equip you with the tools and knowledge needed for success in financial services.
- How long with NM? Linda has been with Northwestern Mutual since 2011.
- Prior Experience? Linda was a business owner starting at the age of 19. She opened and successfully ran a gift basket store, which became her foundation for entrepreneurship and business success.
- Passionate About? Family is Linda's top priority, especially spending time with her grown-up boys. She enjoys volunteering in the community, walking her Corgi, Gigi, and indulging in her love for Italian food. Building strong relationships and sharing laughter are also key aspects of her personal life.
- How long with NM? Sabrina has been with Northwestern Mutual for 10 years.
- Prior Experience? Sabrina, originally from Brazil, began her career working at a bank there. After moving to Florida, she served as a branch manager at Bank of America before transitioning to a financial advisor role.
- Passionate About? Sabrina enjoys kickboxing as a way to stay active, and she loves riding on her husband Eric's Harley. She is also a big fan of Disney, which is a passion she shares with her family.
- How long with NM? Gabe has been with Northwestern Mutual for 5 years.
- Prior Experience? Before joining NM, Gabe worked in sales for Heineken, gaining valuable experience in the business world.
- Passionate About? Gabe is deeply passionate about his family and enjoys spending quality time with his children. He was born and raised in the Dominican Republic and has strong ties to his heritage, regularly participating in community activities. In his downtime, Gabe enjoys playing dominoes and soccer.
- 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.
- Experience : Previous experience in financial services or insurance is 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).
- Significant bonus opportunity commensurate with outcomes
- Dental insurance
- Health insurance
- Life insurance
- Retirement plan
- Vision insurance
- Ongoing professional development
- Local culture of support and positive recognition
About Us : The Buccilli District mission is clear : "No matter what happens in life, be good to people. Being good to people is a wonderful legacy to leave behind." This guiding principle shapes everything we do, from our client relationships to our team culture. Our diverse group of advisors—representing cultures from Haiti, Brazil, Colombia, Cuba, and the Dominican Republic—brings unique perspectives, with many team members speaking multiple languages. We’re committed to inclusivity, community support, and giving back, proudly partnering with organizations like the Boca Raton and Girls Club of Broward County and Boca Helping Hands. If you’re looking for a career where you can grow professionally while making a meaningful impact, we invite you to join us as a Financial Advisor.
Follow this link to hear why Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual : https : / / youtu.be / 7SlQuS7AOgQ
Meet Our Local Leaders :
Linda Buccilli – Managing Director :
Sabrina Torrella – Financial Advisor :
Gabe Montesino – Growth & Development Director :
Key Responsibilities of a Financial Advisor :
Qualifications :
Position Perks :
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Linda Buccilli is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Salary : $145,000 - $225,000
