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 Caccomo District - Northwestern Mutual!

Are you a residential or commercial real estate agent interested in exploring a new career path? The Caccomo District of Northwestern Mutual invites real estate professionals to consider how their skills and experiences could align with a career in financial services as a Financial Planner, 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 the Caccomo District of Northwestern Mutual, we bring together insurance and investment strategies to help clients focus on what matters most—with the people who matter most. We foster a culture of growth, collaboration, and purpose, while staying deeply connected to our community through partnerships with organizations like The Children’s Home of Poughkeepsie and the American Cancer Society.

Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual: https://youtu.be/7SlQuS7AOgQ

Meet Our Local Leaders:

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.

Key Responsibilities of a Financial Planner:

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

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 not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.

Compensation: $69,000.00 - $87,000.00 per year

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