Job Description

Job Description

Job Description

At Northwestern Mutual – South Norwalk, we’re proud to be part of one of the fastest-growing offices in the country, leading the East in both insurance and investment production. Since 2018, our firm has consistently ranked among the top nationally, managing $9.8 billion in client assets and maintaining over $50 billion in life insurance in force. We also hold the highest number of Certified Financial Planners (CFPs) in the Eastern region—a true testament to our commitment to excellence and professionalism in financial planning. As we continue our rapid expansion throughout Fairfield County, our mission remains clear: to free our clients from financial anxiety, positively impact our community, and foster a culture where our advisors can thrive by being their authentic selves. Our environment is one of collaboration, innovation, and purpose—supported by deep community partnerships, including our work with Alex’s Lemonade Stand and Companions in Courage, where we are proudly building a Lion’s Den room at Yale New Haven Hospital to support children battling cancer.

Our thriving office is located at: 50 Washington Street, Suite 600W, Norwalk, CT 06854

Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor:

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:

Chris Andricopoulos, Managing Director

• 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.

Christine Masotta, Growth & Development Director and CLF©

• 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!

Kimberly Thompson, Financial Representative

• 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.

Andrew Heredia, Financial Advisor and Growth and Development Director

• 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.

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; 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).

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

At Northwestern Mutual – South Norwalk, we are proud to lead the Eastern region in both insurance and investment production, managing $9.8 billion in client assets and over $50 billion in life insurance in force. Since 2018, we’ve grown into one of the top-performing offices in the country, with the highest number of Certified Financial Planners (CFPs) in the East—underscoring our commitment to excellence, integrity, and professional growth. Serving Fairfield County and beyond, we provide a dynamic, collaborative culture where advisors are empowered to succeed by showing up as their authentic selves. Driven by a mission to eliminate financial anxiety and make a lasting difference, we also invest in our community through initiatives like Alex’s Lemonade Stand and our partnership with Companions in Courage, helping build a Lion’s Den room at Yale New Haven Hospital for children battling cancer.

Company Description

At Northwestern Mutual – South Norwalk, we are proud to lead the Eastern region in both insurance and investment production, managing $9.8 billion in client assets and over $50 billion in life insurance in force. Since 2018, we’ve grown into one of the top-performing offices in the country, with the highest number of Certified Financial Planners (CFPs) in the East—underscoring our commitment to excellence, integrity, and professional growth. Serving Fairfield County and beyond, we provide a dynamic, collaborative culture where advisors are empowered to succeed by showing up as their authentic selves. Driven by a mission to eliminate financial anxiety and make a lasting difference, we also invest in our community through initiatives like Alex’s Lemonade Stand and our partnership with Companions in Courage, helping build a Lion’s Den room at Yale New Haven Hospital for children battling cancer.

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