Financial Agent with Healthcare Background

Job Description

Job Description

Benefits:

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

Transition Your Healthcare Expertise into Financial Services with Northwestern Mutual - Greater Springfield!

Leverage Your Healthcare Background for a Rewarding Career:

• Build Direct Client Relationships: Professionals from healthcare, whether it's pharma, medical, or clinical roles, are drawn to financial services because it allows them to work directly with clients, offering personalized advice rather than working through intermediaries.
• Make a Meaningful Impact: Use your knowledge and experience in healthcare to guide clients through critical life stages. Whether it’s helping individuals plan for medical expenses, retirement, or higher education, your insights can help clients secure their financial futures and improve their lives.
• Unlimited Growth Potential: As healthcare professionals understand the complexities of life’s important decisions, they know that each life stage brings new financial planning needs. Your ambition, dedication, and expertise will determine how far you can go in this fulfilling career.
• A Rewarding Career Path: Transition to a career where you can build long-term relationships, create meaningful outcomes for your clients, and make a lasting impact, all while using your healthcare expertise to navigate the financial landscape.

Our office is located at: One Monarch Place, Suite 2100, Springfield, MA 01144

Meet Our Team:

Corey Caron – Managing Director:

• Time with NM: Since 2001.
• Prior Experience: Corey joined Northwestern Mutual in 2001 as a College Intern while attending Western New England University. After graduating, he transitioned into a full-time Financial Advisor role and has gained experience across multiple areas of the business, including Investment Compliance. Today, as Managing Director, he focuses on recruiting, developing, and mentoring new Financial Advisors in the Downtown Springfield and Downtown Hartford offices.
• Passionate About: Corey is dedicated to developing the next generation of financial professionals and fostering a strong, growth-oriented culture within his offices. He resides in Suffield, CT with his wife, Erin, and their three children.

Kim Cavalieri – Financial Advisor:

• Time with NM: Since 2008.
• Prior Experience: Kimberly began her career with Northwestern Mutual in the fall of 2008 and quickly built a thriving financial practice. She has been consistently recognized as a top producer and leading Financial Advisor while maintaining the highest ethical standards. She is a 4 Under 40 recipient through NAIFA, has been a member of Million Dollar Round Table (MDRT) for over a decade, and was named Female Advisor of the Year by her network office in 2020.
• Passionate About: As a native of New England, Kimberly started her career in Western Massachusetts and then settled back home in Connecticut, in 2013. Outside of work, she enjoys working out, photography, reading, and most importantly, spending time with her family. She and her partner have two dogs (Harley and Oliver) and a cat (Jack).

Danielle DeLorge, Growth & Development Director & Financial Advisor:

• Time with NM: Since 2016
• Previous experience: Began her career with Northwestern Mutual as a college intern in June 2016 before transitioning into a full-time role and becoming an integral member of the leadership team.
• Passionate about: Building long-lasting client relationships rooted in empathy and integrity, spending time with her husband and their two golden retrievers, enjoying outdoor activities, family gatherings, and maintaining a healthy balance between professional success and meaningful personal connections.

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.

Position Perks:

• Significant bonus opportunity commensurate with outcomes
• Dental insurance
• Health insurance
• Life insurance
• Retirement plan
• Vision insurance
• Ongoing professional development
• Local culture of support and positive recognition

Qualifications:

• Education: A bachelor's degree.
• 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).

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Corey Caron is a Managing Director of NM and not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.