Joseph Carwin

Financial Advisor

Vineyard, Utah, United States

About

Financial Advisor at Northwestern Mutual. I help individuals and families plan for the future through smart, personalized financial strategies. Outside of work I'm a runner, skier, and occasional podcast host always chasing the next challenge.

Experience

  • Financial Advisor at Northwestern Mutual
    Jun 2026 - Present · 1 mo

  • Travel at Career Break
    Oct 2025 - May 2026 · 8 mos

    Took a much needed reset after realizing I didn’t want to be in the career I had been working towards for the past 5 years. Traveled the world, including walking the Camino de Santiago in Spain. Spent my time between trips meeting with trusted mentors and advisors, doing informational interviews, and job shadowing. Went into career exploration with the intention of finding something that genuinely excited me.

  • Sales Development Representative at Gong
    Dec 2024 - Sep 2025 · 10 mos

    As a Sales Development Representative at Gong.io, I empower revenue teams to unlock their full potential by leveraging Gong’s industry-leading revenue intelligence platform. My role focuses on identifying and qualifying opportunities, building strong relationships, and driving growth for the organization. Passionate about technology and sales, I am excited to help businesses achieve exceptional results through actionable insights and data-driven decision-making.

  • Sales Development Representative at Podium
    May 2024 - Nov 2024 · 7 mos

    As a Sales Development Representative at Podium, I drove growth by generating and qualifying leads, setting appointments, and exceeding sales quotas. Leveraging my skills in prospecting and client engagement, I consistently outperformed targets and contributed to team success. Recognized for exceptional performance, I thrived in delivering impactful solutions and advancing Podium’s mission to enhance customer interactions.

  • Business Development Specialist at flowtrics
    Jan 2024 - Apr 2024 · 4 mos

    I was with Flowtrics as a Business Development Representative, pioneering the mission to revolutionize workflow automation. As one of the first sales team members, I was dedicated to introducing businesses to Flowtrics’ cutting-edge AI technology. The solution eliminated redundancy, streamlined processes, and empowered organizations to automate tasks, contracts, forms, and more.