Client advisor

Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a new Client Advisor with the Kosnick District of Northwestern Mutual!

Become a part of one of our 3 growing offices located :

Greater Rockford, IL : 1252 Bell Valley Rd, Rockford, IL 61108

Greater Janesville, WI : 400 Midland Ct Ste 104, Janesville, WI 53546

Greater Kenosha, WI : 7137 236th Ave, Salem, WI 53168

Why Current and Former Athletes Thrive Here :

• Teamwork and Collaboration : Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients.
• Resilience and Determination : Athletes are accustomed to facing challenges and persevering through difficult situations.

This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career.

• Goal-Oriented Mindset : The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives.
• Discipline and Time Management : Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes.

These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity.

Competitive Spirit : The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients.

Meet some of our local team, many who are passionate about athletics :

Jordan Kosnick, Managing Director :

• Time with NM : 15 years
• Background : Former resort valet / bellman, transitioned to NM as an advisor.
• Outside Interests : Faith, family, music, fitness, travel (frequent trips to Colombia), and the outdoors.

Mackenzie Meshke, Financial Advisor :

• Time with NM : 2 years
• Background : Former lab technician with a background in animal science.
• Outside Interests : Agriculture, helping kids with livestock, snowmobiling, and riding side-by-sides with family.

Ryan Walton, Financial Advisor / Field Director :

• Time with NM : Since October 2021
• Background : Former call center and law firm roles; chose NM for greater impact.
• Outside Interests : Skiing, coding apps / games, card counting, and community volunteer work.

David Finnemore, Financial Advisor / Growth & Development Director :

• How long with NM? Since 2015 (intern).
• Previous experience? Worked at a golf course before joining NM.
• Passionate about? Married to Lauren. Enjoys Wisconsin sports, golfing, and time at the lake.

Sandra Yang, Director of Recruiting & Selection :

• Time with NM : 1 year
• Background : Talent management experience from Robert Half, plus roles in banking and compliance.
• Outside Interests : Enjoys family time, cooking, beauty routines, and exploring new places with her husband and four kids.

Key Responsibilities : As a Client Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals.

You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security.

Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection.

Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations.

Qualifications : We prefer candidates with an associate degree or higher. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory.

Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships.

We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), 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 :

• Training and Development : Continuous access to training programs with sponsorship for advanced certifications to expand your expertise.
• Compensation : A lucrative compensation structure with performance-based incentives and unlimited earning potential.
• Coaching and Mentoring : Receive support from experienced mentors and leadership committed to coaching and guiding your growth.
• Operational Support : Extensive backing from a dedicated planning team and marketing resources to drive success.
• Flexibility : Design a work schedule that aligns with your personal and professional goals.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI.

Jordan Kosnick is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries.

Flexible work from home options available.

Last updated : 2024-11-21

Salary : $72,000 - $112,000