Financial Representative - Entry Level

Stokes Financial Group

Financial Representative - Entry Level

Tampa, FL +1 location
Full Time
Paid
  • Responsibilities

    Benefits:

    Retirement

    Bonus based on performance

    Company parties

    Dental insurance

    Health insurance

    Opportunity for advancement

    Training & development

    Vision insurance

    At Stokes Financial Group, we are proud to embody a culture of growth, excellence, and community impact. Over the last four years, our office has consistently been recognized as a USF Fast 56 growing office, underscoring our commitment to innovation and expansion. We've earned the Northwestern Mutual Achievement Award three years in a row and were ranked #1 in building pathfinders, fostering integrated investment and insurance practices for the past two years. Within just seven years of operation, our advisors have achieved recognition as “Advisor of the Year” across rookie, integrated, and veteran categories nine times. After 5 years, our advisors on average make more than $450k/year. Additionally, Nicole Stokes has been honored as Tampa Bay Business Woman of the Year, showcasing our leadership within and beyond the financial industry.

    We are passionate about giving back to our community. Our team is deeply involved in supporting causes such as the Crohn’s and Colitis Foundation, where we personally contributed $50,000 and helped raise over $180,000 through the Toast for a Cure event. We also support organizations like Alex’s Lemonade Stand, USF, where we engage in advisory board leadership, and Cambridge Christian School, providing scholarships for future leaders.

    Driven by a mission to build equal emphasis on investment and insurance practices while creating lasting community partnerships, Stokes Financial Group stands as a testament to the power of holistic financial planning paired with a heart for service.

    Our thriving office is located: 8626 N. Himes Ave Tampa, FL 33614

    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 Some of Our Local Leaders, the Heartbeat of Our Business:

    Nicole Stokes - Managing Director:

    How long with NM? Over 14 years.

    Prior Experience? Served as a nonprofit executive and earned a Master’s in Public Health. Also worked briefly as an adjunct professor at USF.

    Passionate About? Enjoys time with her husband, five daughters, and three dogs. Passionate about staying active with her trainer, hiking on vacations, and traveling. Deeply involved in the community, having led two Girl Scout troops for over a decade.

    T.G. Taylor - Growth and Development Director:

    How long with NM? Joined in 2017.

    Prior Experience? Served as an Army officer for 20 years.

    Passionate About? Enjoys cycling throughout Tampa and Florida. Proud dad who loves cheering for his daughter Charley on the Brandon All-Stars cheer team.

    Savannah Linbach - Financial Advisor:

    How long with NM? Joined in 2021.

    Prior Experience? Originally from Virginia Beach, attended Old Dominion University, and began at NM as a relationship manager with no prior financial services experience.

    Passionate About? Loves sports, beaches, family, nightlife, and reading. Favorite hockey team: the Capitals.

    Zachary McVicker - Financial Representative:

    How long with NM? Joined in 2024.

    Prior Experience? Still active in the Army Reserves, previously a Platoon Leader in the USAR, and worked as a shipping manager for a medical company.

    Passionate About? Focused on healthy eating, wellness, and faith. Enjoys gaming, computers, and his time in the Reserves. Graduate of Florida Christian College. Loves SCUBA diving and snorkeling.

    Aldrich De Jongh: Financial Advisor:

    How long with NM? Joined in January 2024.

    Prior Experience? Played professional baseball in the minor leagues for the LA Dodgers. Holds a Bachelor’s degree in Management from Florida Atlantic University.

    Passionate About? Faith-focused and actively involved with Radiant Church in Tampa. Loves giving back to kids’ organizations through sports. Married to Ashley, originally from Curaçao, Netherlands. Big sports fan, especially of the Tampa Bay Rays.

    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: A bachelor's degree is 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).

    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. Nicole Stokes is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

    Flexible work from home options available.

  • Locations
    Tampa, FL • Spring Hill, FL