What are the responsibilities and job description for the Financial Representative - Career Changers position at Buccilli District - Northwestern Mutual?
Job Description
Job Description
Benefits :At Buccilli District of Northwestern Mutual, we believe in the power of kindness and making a positive impact on others. Our mission is simple yet profound : "No matter what happens in life, be good to people. Being good to people is a wonderful legacy to leave behind." This belief fuels everything we do, from our work with clients to the way we support one another as a team.
Our diverse group of advisors represents a mix of cultures and backgrounds, with team members hailing from Haiti, Brazil, Colombia, Cuba, and the Dominican Republic, including seven women and seven menmost of whom speak multiple languages. The unique strength of our multicultural team is a reflection of our commitment to inclusivity and understanding.
Giving Matters to Us : In addition to our focus on creating financial success, we are passionate about giving back to the local community. We proudly support charities such as the Boca Raton and Girls Club of Broward County, as well as Boca Helping Hands, which helps feed the homeless. If youre looking for an opportunity to grow in an inclusive, dynamic environment where we believe in both professional success and making a difference in peoples lives, we invite you to join us as a Financial Representative.
Our thriving office is located : 1515 S. Federal Hwy 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 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 :
Linda Buccilli Managing Director :
- 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.
- Education : A specific level of education is not required.
- 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.
Sabrina Torrella Financial Advisor :
Gabe Montesino Growth & Development Director :
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 :
Qualifications :
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.
