Field Advisor with Real Estate Background

Benefits :

Retirement

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Transition Your Real Estate Experience to Financial Services with Northwestern Mutual!

Are you a residential or commercial real estate agent interested in exploring a new career path? Northwestern Mutual of Fairfield County Invites real estate professionals to consider how their skills and experiences could align with a career in financial services as a Financial Representative, offering new opportunities for growth, income potential, and professional impact. Here is why many in the Real Estate industry consider a successful transition :

Endurance and Dedication Translate Well : Your success in real estate demonstrates the endurance and dedication required to thrive in a demanding market, which align well with a career in financial services.

Building Meaningful Client Relationships : Real estate transactions may be one-time events, but financial services provide the opportunity to work with clients throughout their lives, addressing needs such as saving for college, planning for retirement, or buying a home.

Leverage Your Expertise and Network : Your skills and professional connections from real estate can help you guide individuals toward achieving their financial goals.

Career Growth Opportunities : Explore a career path that allows you to continue helping others while developing your professional skills.

Comprehensive Training and Licensing Support : We offer training and licensure opportunities to equip you with the tools and knowledge needed for success in financial services.

About Us : At Northwestern Mutual of Fairfield County, we’re building a team of high-performing professionals committed to excellence, growth, and meaningful community impact. Located in the heart of Fairfield County, our network of offices is a cornerstone for individuals seeking rewarding careers as Financial Representatives. Our network is one of Northwestern Mutual’s most historic network offices. In 2024, the firm had 5 advisors ranked in the Top-10 of the Forbes Best-In-State Financial Securities List (CT) and 9 rank in the Top-25.

We’re proud to actively support our local community through partnerships with organizations like Norwalk Open Door, helping individuals transition from homelessness into mainstream society, and Filling in the Blanks, which provides meals to schoolchildren in need. On a national level, we champion the fight against pediatric cancer through Alex’s Lemonade Stand. We’re proud to support the Catch A Lift Fund, helping post-9 / 11 veterans recover and thrive through fitness, wellness, and community.

Join us as we enter an exciting new phase of growth and success, where your career aspirations and passion for making a difference can truly thrive.

Meet Some of Our Local Leaders, the Heartbeat of Our Business :

Alex Beilin - Managing Partner

• How long with NM? Been with NM for 30 years.
• Previous experience? Worked at TGI Fridays during college, excelling in customer service and seasonal sales.
• Passionate about? Spending time with his wife Leslie and son Luca, traveling, sports, and exploring different cultures, as well as faith development.

Louis Pietig - Managing Director, Fairfield District Office

• How long with NM? Been with NM for 7 years.
• Previous experience? Financial services wholesaler at Horizon Kinetics and Cohen & Steers, then financial advisor at Wells Fargo Advisors.
• Passionate about? Family, community service, and travel. He has 3 sons and actively gives back to the community.

Andrew Kalinowski - Managing Director, Westport District Office

• How long with NM? Been with NM for 10 years, including an internship.
• Previous experience? Held jobs at a car wash and as a bus boy / dishwasher in high school.
• Passionate about? Golf, snowboarding, scuba diving, and Boston sports, especially football (Patriots) and hockey (Bruins).

Key Responsibilities of a Financial Advisor :

• 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 :

• Experience : Previous experience in financial services or insurance is 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).

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

Income Range Within Our Network of Offices :

Years 1-4 in Business :

• Average : $80,000
• Top 25% : $170,000
• Top 10% : $240,000
• Top performers exceed $200,000 in Year 1

Years 5+ in Business :

• Average : $305,000
• Top 25% : $730,000
• Top 10% : $1,115,000

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Alex Beilin is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.