Client Advisor with Athletic Background

Benefits:

• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

Join the Winning Team at Barish Financial of Northwestern Mutual! Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial Representative with Barish Financial - Northwestern Mutual! Why Current and Former Athletes Could Thrive Here: We appreciate the strengths and mindset athletes often bring to a professional environment, habits like discipline, a competitive spirit, and a drive to grow. The career path we offer provides structure, coaching, and support while allowing for personal ownership and independence. Here’s why this environment could feel like a strong fit for those with an athletic background:

1. Resilience and Focus: Athletes are familiar with pushing through challenges, staying committed, and maintaining long-term focus, qualities that can be helpful when navigating new opportunities or building something of your own.
2. Goal-Oriented Approach: Setting and working toward goals is second nature to most athletes. That mindset often translates well in a career where goal-setting and progress tracking are part of the day-to-day rhythm.
3. Discipline and Priority Management: Athletes learn to balance intense schedules early on. Rather than focusing on time management, we talk about priority management, because everyone gets the same 1,440 minutes in a day. How those minutes are invested can make a meaningful difference.
4. A Balance of Support and Independence: This is a team-oriented culture in many ways, there’s shared learning, encouragement, and connection. At the same time, many people here value the independence the career offers. It’s a unique mix of collaborative energy and personal responsibility that can feel familiar to those coming from competitive sports.

Our thriving office is located at: 1515 S Federal Highway, Suite 208 Boca Raton, FL 33432 Meet Our Team:  Irene Barish, Managing Director and Financial Advisor:

• Time with NM: Since 2019
• Previous experience: Pediatric Intensive Care Unit Registered Nurse, with a strong background in critical decision-making, advocacy, and family care.
• Passionate about: Spending time with her family, including her husband, a Fort Lauderdale firefighter and veteran, and their two sons, ice hockey and cheering on the Florida Panthers; hosting Sunday dinners with her entire family.

Michael Velez, Growth Development Director:

• Time with NM: Since 2018
• Previous experience: Led teams in the call center industry, building a strong foundation in leadership, performance development, and team growth.
• Passionate about: Helping others professionally and within the community; serving on the board of Florida Atlantic University; educating and empowering the Spanish community on financial options and financial freedom; prioritizing wellness through breathwork, sauna, and cold plunges; enjoying soccer (especially Real Madrid), tennis, and pickleball; married with two children.

Caleb Posey, CFP®, Financial Advisor:

• Time with NM: 4.5 years
• Previous experience: Accounting background, including auditing regional healthcare entities and prior experience in tax preparation.
• Passionate about: Spending time with family and his girlfriend, Lia; staying active through pickleball; traveling locally and internationally; exploring new restaurants; spending time on or near the water; catching up on the latest TV series; training for the Lunar New Year Half Marathon in Biscayne Bay; watching Florida Panthers hockey, Miami Heat basketball, and playoff football.  

Francois Truong, Growth Development Director:

• Time with NM: 4 years
• Previous experience: Director of Player Development at Hard Rock Hotel and Casino, managing relationships with high-value clients and leading the Asian Marketing team to enhance client experience and market growth; ventures in real estate fix-and-flips and the fitness apparel industry.
• Passionate about: Spending quality time with family through cooking, outings, and actively participating in his children’s sports practices; maintaining a healthy lifestyle through fitness and gym routines; exploring new culinary experiences and cooking new dishes.

Craig Jay McLane, CFP®, ChFC®, CLTC®, Wealth Management Advisor and Growth and Development Director:

• Time with NM: 9 years
• Previous experience: Joined Northwestern Mutual after graduating from the College of William and Mary, where he played collegiate baseball.
• Passionate about: Spending time with his wife, son, cat Fin, and dog Leo; scuba diving; watching professional sports; hosting barbecues with friends; spending time on the water.

Key Responsibilities: As a Financial Representative, 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: We prefer candidates with a bachelor's degree in finance, business, or a related discipline. 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. Irene Barish is a Managing Director for NM and is not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.

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