Financial Representative - Naples, FL

Northwestern Mutual - Lawhon Network · Naples, FL

Northwestern Mutual – Lawhon Network, recognized as a Top 100 Workplace in 2025 by the Sun Sentinel, is committed to developing the next generation of financial professionals who are driven by purpose and impact. Our mission is to lead and inspire individuals by aligning their vision, values, and actions to achieve financial security, one community, one business, and one life at a time. Guided by a vision to cultivate leaders and advisors dedicated to excellence, we are passionate about the growth of our people and the meaningful impact we make in our communities, as we strive to become a top-performing network office by every measure.

Our district office is located at:

• 4501 Tamiami Trl N, Naples, FL 34103

Follow this link to hear about a Day in the Life of a Financial Representative with the Lawhon Network: https://youtu.be/7lYX5rb5e80

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:

Jonathan Ramirez – Wealth Management Advisor, Managing Director of Naples:

• Time with NM: 12 years.

• Prior Experience: Started with Northwestern Mutual as a financial representative intern while playing soccer at Florida International University (FIU), and has built his career with the organization since.

• Passionate About: Jonathan is deeply devoted to his family, especially his son, and brings that same commitment to all areas of his life. An avid soccer player, he values teamwork, discipline, and competition, and is guided by a strong faith that shapes his leadership and purpose.

Emmy Iragorri – Chief Recruitment Officer:

• Time with NM: 7 years.

• Prior Experience: Background in executive recruiting prior to joining Northwestern Mutual.

• Passionate About: Raised in a family with roots in California and Mexico, Emmy is a Cal State Fullerton alum who enjoys staying active and exploring new places. She is passionate about Pilates and barre, hiking, traveling, and studying languages. Married, she values balancing family life with a strong commitment to wellness and lifelong learning.

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.

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. Emmy Iragorri is a Chief Recruitment Officer of NM and not in legal partnership with NM, or its subsidiaries.

Responsibilities

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.

Requirements

Qualifications:

• Education: A bachelor's degree is strongly 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).