Financial Advisor with Athletic Background

Overview

Explore a rewarding financial advisory career with Northwestern Mutual - Greater Springfield. Based in Springfield, Massachusetts, this opportunity seeks athletes who thrive on teamwork, competition, and continuous growth to apply their sports mindset to comprehensive financial guidance for clients.

Why athletes can thrive here

We value the strengths and mindset athletes bring to a professional setting, including discipline, a competitive spirit, and a drive to develop. The career path combines structured coaching with independence, allowing you to own your progress while receiving ongoing support. Here are key reasons athletes often fit well with our environment:

• Coaching-Focused Support System: Access to an Activity Coach, Client Building Coach, Performance & Mindset Coach, and Technology Coach, plus weekly mentorship, skill-building, and accountability. While we do not manage people, we provide guidance and leadership for those who are coachable and motivated to improve.
• Resilience and Focus: Athletes are accustomed to overcoming challenges, staying committed, and maintaining long-term focus, qualities that help when pursuing new opportunities or building something of your own.
• Goal-Oriented Approach: Setting and pursuing goals comes naturally to many athletes, aligning with a role that involves goal-setting and progress tracking.
• Discipline and Priority Management: Athletes learn to balance demanding schedules. We emphasize priority management, because everyone has the same 1,440 minutes each day; how those minutes are invested matters.
• Balance of Support and Independence: The culture blends collaboration and learning with the autonomy the career offers, creating a dynamic that resonates with competitive sports backgrounds.

Office Location

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 moved into a full-time Financial Advisor role and 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 Northwestern Mutual career in fall 2008 and quickly built a thriving financial practice. She has repeatedly been recognized as a top producer and leading Financial Advisor while upholding the highest ethical standards. She is a 4 Under 40 recipient through NAIFA, has been a member of MDRT for over a decade, and was named Female Advisor of the Year by her network office in 2020.

Passionate About: A New England native, Kimberly began her career in Western Massachusetts and returned home to Connecticut in 2013. Outside work, she enjoys fitness, photography, reading, and time with her family. She and her partner have two dogs, Harley and Oliver, and a cat named Jack.

Danielle DeLorge – Growth & Development Director & Financial Advisor

Time with NM: Since 2016.

Previous Experience: Danielle started with Northwestern Mutual as a college intern in June 2016, later advancing to a full-time role and becoming a key member of the leadership team.

Passionate About: Building enduring client relationships grounded in empathy and integrity, she enjoys time with her husband and their two golden retrievers, outdoor activities, family gatherings, and balancing professional success with meaningful personal connections.

Key Responsibilities

As a Financial Advisor, your primary duty is to meet with clients to understand their comprehensive financial needs and offer tailored guidance to help them reach protection and planning goals. You will design and implement strategies that safeguard clients' assets, income, and overall financial well-being, ensuring long-term security. Regular reviews and updates of clients' financial plans and insurance policies will reflect changes in circumstances or objectives. You will also grow your client base through referrals, active community involvement, and professional associations.

Qualifications

• Preferred bachelor's degree in finance, business, or a related field.
• While experience in insurance, financial services, or business development is advantageous, it is not required.
• Strong interpersonal and communication skills, solid analytical abilities, and the ability to build lasting client relationships.
• Open to candidates from business development oriented organizations with uncapped earnings potential, including those from Medical Device, Education, 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

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

Compensation and Support

• 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.