Financial Representative - Upcoming Graduates
Northwestern Mutual - South Norwalk
- Norwalk, CT
- $60,000-82,000 per year
- Permanent
- Full-time
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
- Time with NM: 18 years
- Prior to: Chris began his journey with Northwestern Mutual as an intern in 2006 and has been with the firm ever since.
- Passionate About: When he's not working, Chris enjoys playing golf, coaching lacrosse, running, traveling, and spending time with his wife, Kelly, and their four children.
- Time with NM: 12 years
- Prior to: Christine began her career with Northwestern Mutual right out of college in 2013 and has grown with the firm ever since.
- Passionate About: Outside of work, Christine is a dedicated fitness enthusiast who enjoys working out, spending time outdoors, traveling, and being with her family. She and her husband, Niko, reside in Weston, CT, with their two children—and a third on the way!
- Time with NM: 1 year
- Prior to: Before joining Northwestern Mutual, Kim worked in recruiting at Indeed.
- Passionate About: Kim enjoys spending time with her son and extended family, traveling, and prioritizing self-care. She comes from a close-knit Caribbean family with seven siblings who regularly gather to cook authentic Jamaican food and celebrate every special occasion with a big party. Kim has a deep appreciation for other cultures and is always adding new destinations to her travel bucket list.
- Time with NM: 4 years
- Prior to: Before joining Northwestern Mutual, Andrew was the top-performing salesperson at his previous company.
- Passionate About: Outside the office, Andrew devotes his time to his wife, Paige, and their three children. The family is very active in Fairfield County’s baseball community—often attending their son's tournaments and games. As a former player, Andrew enjoys coaching and staying involved in the sport. The Heredias love traveling, taking weekend getaways, and creating quality family memories.
- 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.
- Education: A bachelor's degree is preferred; however, candidates with 10+ years of sales experience in industries such as solar, tech, pharmaceutical, or medical device may also be considered.
- 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).
- 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.