Financial Representative - Entry Level

Job Description

Job Description

Benefits:

• Retirement
• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

At the Caccomo District of Northwestern Mutual, our version of financial planning brings the right insurance and investment strategies together so you can do the things that matter most, with the ones who matter most, and well be there to guide you every step of the way. As a team, we are driven by purpose and fueled by relationships, fostering a culture that values growth, collaboration, and impact. Our commitment extends beyond financial strategies; we actively support organizations like The Childrens Home of Poughkeepsie and the American Cancer Society, participating in events and initiatives that strengthen our local community. Whether you're just beginning your journey or transitioning into a new career, youll find a supportive environment here thats dedicated to helping you grow professionally and personally.

Our thriving office is located at: 2515 South Rd Poughkeepsie NY 12601

Watch this short video to experience 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 policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds 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:

Kevin Caccomo Managing Director:

• Time with NM: Began his career in 2012.
• Prior Experience: Has held dual roles as a Wealth Management Advisor and member of the Poughkeepsie office leadership team.
• Passionate About: Originally from Dutchess County, Kevin enjoys life with his wife and two sons. He is deeply committed to serving families in the community where he grew up.

Araea Minnow Executive Director of Recruitment:

• Time with NM: Joined Northwestern Mutual in 2019.
• Prior Experience: Leads recruitment and the interview process for the Mid-Hudson District Office within the Tronco Network.
• Passionate About: Focused on connecting talented individuals with life-changing career opportunities. Araea lives in the Hudson Valley with her husband Matt and their two children, Levi and Leia.

James Wong Director of Operations & Development:

• Time with NM: Joined Northwestern Mutual in 2020.
• Prior Experience: Supports advisor training and development in the Poughkeepsie office and serves as Lead Financial Representative to Managing Director Kevin Caccomo.
• Passionate About: Helping new advisors reach their full potential and guiding clients with integrity and purpose. James lives in Ulster County with his wife and three children.

William Brammer Growth and Development Director:

• Time with NM: Started as an intern with Northwestern Mutual in 2016.
• Prior Experience: Financial Advisor with additional responsibilities supporting advisor development.
• Passionate About: A lifelong Hudson Valley resident who builds financial plans and professional relationships based on trust, integrity, and a genuine care for his community.

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.
• 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.
• Retirement Benefits: Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future.
• 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. Kevin Caccomo is a General Agent of NM and is not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.