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Financial Representative - Seeking Growth

Greater Hartford Wealth Management

  • West Hartford, CT
  • 4 days ago
  • Full-time

Highlights

Coaching-focused support system: Access to an Activity Coach, Client Building Coach, Performance & Mindset Coach, and Technology Coach, plus weekly mentorship and accountability to help you develop. Jen Vitas | Chief Development Officer, District Director & Financial Advisor | With NM since 2011 Came from Fiserv, partnering with financial institutions on back-office strategy.

Numbers & Facts

LocationWest Hartford, CT
Job TypeFull-time

Description

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

Ready for a Career with Real Room to Grow?


Not just a job — a practice you build and own. At Greater Hartford Wealth Management of Northwestern Mutual, your growth isn't capped by a title or a salary band. With real coaching, structure, and the independence to build something of your own, this is a career where your effort and ambition directly shape how far you go.


Our Growing Location: 29 S Main St., Ste 201, West Hartford, CT 06107


Why This Career Rewards Growth


This isn't a role with a fixed ceiling — it's built for people who want to keep growing:


  • Coaching-focused support system: Access to an Activity Coach, Client Building Coach, Performance & Mindset Coach, and Technology Coach, plus weekly mentorship and accountability to help you develop.
  • Goal-oriented growth: Setting targets and tracking progress is part of the day-to-day rhythm, so your growth is visible and measurable, not vague.
  • Priority management: Everyone gets the same 1,440 minutes in a day — how you invest them shapes how quickly and how far you grow.
  • Support with independence: A team-oriented culture with shared learning, balanced with ownership to build your practice at your own pace and in your own direction.

About the Role
As a Financial Representative, you'll work with clients to understand their financial needs and design tailored strategies that protect their assets, income, and long-term security. Unlike a traditional job with a fixed ceiling, this is a practice you build yourself — the harder and smarter you work, the further it grows.

Responsibilities
  • Meet with clients to assess their financial protection and planning needs
  • Design and implement tailored financial strategies
  • Regularly review and update client financial plans and insurance policies
  • Build a growing client network through referrals, community involvement, and professional associations
  • Set and pursue your own growth goals, with mentorship and support along the way
What You'll Need
  • Bachelor's degree preferred, but not required
  • Prior experience in insurance, financial services is helpful but not mandatory
  • Self-motivated and growth-oriented,
  • Strong interpersonal and communication skills, with the ability to build lasting client relationships
  • Willingness to obtain required state insurance licenses — training provided, sponsorship considered
What We Offer
  • A coaching-based support system built to help you grow, not just get by
  • Performance-based compensation with no ceiling is driven by your own effort
  • Support from a dedicated planning team, marketing resources, and experienced mentors
  • Flexibility to build a schedule around your goals
  • The opportunity to build a practice — and a legacy — that's entirely your own

Meet the Team


Jen Vitas | Chief Development Officer, District Director & Financial Advisor | With NM since 2011 Came from Fiserv, partnering with financial institutions on back-office strategy. Focused on developing people and expanding impact through leadership. A proud single mom of three who loves travel, music, and time outdoors.


Danielle DeLorge | Growth & Development Director & Financial Advisor | With NM since 2016 Started as a college intern and grew into a key leadership role. Passionate about client relationships built on empathy and integrity, and spends her free time with her husband, their two golden retrievers, and family outdoors.


Alexa Philbrick | New Client Growth & Acquisition Specialist & Financial Advisor | With NM since 2020 Made a purposeful career change into financial services at 26. Focuses on recruiting and mentoring career changers and enjoys reading and continuous learning outside of work.


Paul Schaeffer, FSA | Financial Advisor | With NM since 2024 Former actuary with a background in data analytics and healthcare finance, entering NM with deep product knowledge and a 2,000+ contact network. Enjoys family golf, skiing, and travel with his wife and three kids.


Bryan Jock | WMC Financial Advisor | With NM since 2022 Came from law enforcement, where he served as a supervisory detective — experience that shaped his client-first, detail-oriented approach. Often found at the batting cages or ice rink with his kids.


Lia Moylan | Financial Advisor | With NM since 2020 Previously a teacher and bartender, bringing a people-first mindset to her advisory practice. Raising three young children, and enjoys travel, food, and helping others build financial security.


If this sounds like the right opportunity for you, or you'd simply like to learn more — we'd love to hear from you.


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


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