What are the responsibilities and job description for the Entry Level Financial Representative position at 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
Meet Some of Our Local Leaders, the Heartbeat of Our Business :
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.
- 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.
- 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.
- 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.
- 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.
- 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.
- Education : An associate degree or higher is preferred.
- Experience : Previous experience in financial services, insurance or business development is beneficial but not required.
- Skills : Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
- Licenses : Obtain necessary licenses, with training and sponsorship available. Benefits :
- Retirement
- Income Potential : Competitive compensation structure including performance incentives, with no ceiling.
- Support and Mentorship : Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
- Work-Life Balance : Flexibility to create a schedule that fits your lifestyle and goals.
- Impact : Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Jordan Kosnick, Managing Director :
David Finnemore, Financial Advisor / Growth & Development Director :
Ryan Walton, Financial Advisor / Field Director :
Mackenzie Meshke, Financial Advisor :
About the Financial Representative Role :
As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key Responsibilities :
Qualifications :
About the Kosnick District of Northwestern Mutual with offices in Rockford, Janesville and Salem! We are a growing team passionate about building strong future leaders who share our mission to empower individuals to live their life by design. In addition to supporting clients, we are deeply committed to giving back to the community through partnerships with Alex’s Lemonade Stand Foundation and the Carbone Cancer Research Center. If you're driven, community-focused, and looking to grow within a dynamic and supportive environment, we’d love to meet with you!
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor : https : / / youtu.be / tar1BSa7Gaw
A Glance at Northwestern Mutual (NM) :
Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies, with a unique culture deeply dedicated to helping people achieve financial security.
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.
Salary : $68,000 - $109,000
