Financial Planner with Military Background

Northwestern Mutual - Lawhon Network•Coral Gables, FL

5d•$79,900 - $103,000

About The Position

Northwestern Mutual - Lawhon Network is seeking a Financial Planner to help clients secure their financial futures through comprehensive insurance solutions. The role focuses on growing the office’s insurance and financial services portfolios. Prior insurance or financial services experience is not required. The position offers flexibility, while seeking someone open to in-person training and active participation in daily and weekly office culture. The team describes its environment as collaborative and supportive, with business development training, operational systems, technology, and potential leadership opportunities for high performers. The role offers strong earnings potential, including first-year income, unlimited upside, and bonuses tied to outcomes. A bachelor’s degree is preferred.

Requirements

Prior insurance or financial services experience is not required.
Open to in-person training and active participation in daily and weekly office culture.

Nice To Haves

Bachelor’s degree preferred.
Military background is highlighted in the posting’s title and recruitment message.

Responsibilities

Evaluate clients’ financial needs and goals and recommend appropriate insurance products.
Develop personalized insurance plans aligned with clients’ long-term financial strategies.
Build and maintain client relationships, providing ongoing support and advice as needs evolve.
Stay informed about insurance products and industry trends to provide suitable options.
Ensure recommendations and sales comply with company policies and regulatory requirements, maintaining high ethical standards.
Contribute to the growth of the office’s insurance and financial services portfolios and participate in its daily and weekly office culture.