Wealth Advisor - Seeking Athletes

Buccilli District - Northwestern Mutual

Wealth Advisor - Seeking Athletes

Boca Raton, FL
Full Time
Paid
  • Responsibilities

    Benefits:

    Retirement

    Company parties

    Dental insurance

    Flexible schedule

    Health insurance

    Opportunity for advancement

    Training & development

    Vision insurance

    Join the Winning Team at Buccilli District of Northwestern Mutual- Boca Raton, Florida!

    Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Wealth Advisor with Northwestern Mutual - Boca Raton, Florida!

    Why Current and Former Athletes Thrive Here:

    We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Here’s why athletes thrive with us:

    Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients.

    Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career.

    Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives.

    Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity.

    Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients.

    Meet some of our local team, many who have excelled in athletics:

    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.

    Sabrina Torrella – Financial Advisor:

    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.

    Gabe Montesino – Growth & Development Director:

    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.

    Key Responsibilities: As a wealth advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations.

    Qualifications: While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered.

    Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community.

    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.