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
Christine Masotta, Growth & Development Director and CLF©
Kimberly Thompson, Financial Representative
Andrew Heredia, Financial Advisor and Growth and Development Director
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:
Qualifications:
Benefits:
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.
Company DescriptionAt 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.
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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