Wealth Consultant - Seeking Veterans Hybrid - US

Northwestern Mutual - South Norwalk

Wealth Consultant - Seeking Veterans

Full Time • Hybrid - US
Benefits:
  • Retirement
  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance
Are you a veteran with an unwavering sense of mission? Do you excel in navigating challenges and striving for excellence both in your military service and civilian career? Northwestern Mutual of South Norwalk is seeking to add a new Wealth Consultant to our team. We are a united group of determined, ambitious professionals, eager to make a difference in people’s lives as we accelerate the growth of our district office.

Click the link below to hear Robert Novanty's inspiring journey from serving with the US Marines to a successful career in civilian life at Northwestern Mutual: https://youtu.be/7qENT2Ydpn8

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.

The Backbone of Our Success, Our Local Leaders:

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.
Position Overview:
As a Wealth Consultant you will play a critical role in helping clients secure their financial futures through comprehensive insurance solutions. Your responsibilities will include:
  • Client Assessment: Evaluate clients' financial needs and goals to recommend appropriate insurance products.
  • Customized Solutions: Develop personalized insurance plans that align with clients' long-term financial strategies.
  • Relationship Building: Establish and maintain strong relationships with clients, offering continuous support and advice as their needs evolve.
  • Product Knowledge: Stay informed about the latest insurance products and industry trends to provide clients with the best options available.
  • Compliance and Ethics: Ensure all recommendations and sales comply with company policies and regulatory requirements, maintaining the highest ethical standards.
What Our Representatives Value:
  • Potential for abundant, consistent, and predictable results.
  • A collaborative, high-support team environment, fostering growth and camaraderie.
  • Full business development process training and support for seamless operations.
  • Proven operational systems and cutting-edge technology for enhanced agent efficiency.
  • Achieving high performance while maintaining a great quality of life.
  • A company experiencing rapid growth, offering leadership opportunities for top performers.
Candidate Characteristics:
  • Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators.
  • People who prioritize understanding the "who, why, and how" behind actions more than just the "what."
  • Savvy communicators who find joy in simplifying complex decisions for others.
  • Those who show kindness instinctively and support others without hesitation.
  • Ambitious thinkers who embrace boundless opportunities and possibilities.
  • Advocates for teamwork and cooperation, where everyone contributes equally.
  • Passionate about their work, yet approachable and good-natured in their demeanor.
Benefits:
  • Strong Earnings Potential: Combining first year income and unlimited upside
  • Significant bonus opportunity commensurate with outcomes
  • Dental insurance
  • Health insurance
  • Life insurance
  • Retirement plan
  • Vision insurance
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.


If these qualities describe you, then our office might just be your perfect fit. We’re seeking the right individual to join our team and help expand our services—especially within our insurance and financial portfolios.

This position offers flexibility, but we're seeking individuals who are open to in-person training and eager to be an active part of our daily and weekly office culture, contributing to our team synergy and vibrant work environment.

Join us on this exciting journey, where we take insurance and financial services to a whole new level of excitement and fulfillment.




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.

Flexible work from home options available.

Compensation: $82,000.00 - $154,000.00 per year




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Why Should You Join Us?

Industry Leading Compensation
Mentorship Program offering new agents the necessary fundamentals
Ongoing Specialized Training
Dedicated In-House Administrative Support
Career Advancement Opportunities
Company Full of Successful Leaders
Collaboration with highly productive peers