Client Advisor with Sports Background Hybrid - US

Northwestern Mutual - South Norwalk

Client Advisor with Sports Background

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
Join the Winning Team at Northwestern Mutual (NM) - South Norwalk!

Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial Advisor with Northwestern Mutual - South Norwalk!

Why Current and Former Athletes Could Thrive Here:

We appreciate the unique strengths and qualities that former and current athletes often bring to a professional setting. Traits like drive, discipline, and a competitive spirit can align well with the demands of the insurance and financial services industry. Here’s how those qualities may translate in our environment:

  1. Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together toward common goals and supporting each other to achieve the best results for our clients.
  2. Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career.
  3. Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives.
  4. Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity.
  5. Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients.
Meet some of our local team, many whom have excelled in athletics: 

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.
Key Responsibilities: As a Financial Advisor, 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 devices, 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. 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: $67,000.00 - $126,000.00 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