What are the responsibilities and job description for the Outside Representative - Seeking Former Educators position at Kosnick District of Northwestern Mutual?
Job Description
Job Description
Benefits :Transition Your Teaching Skills into Financial Services :
- Leverage Your Communication Expertise : Educators excel in financial services because they have the confidence and communication skills needed to guide clients through important decisions that can shape their financial futures.
- Build Lifelong Relationships : While educators often lose touch with students as they move into new life stages, financial services allow you to maintain close, long-term relationships with clients, helping them at every stage of life.
- See the Impact of Your Work : Just as youve witnessed the difference you made in the classroom, this career offers the chance to see how your guidance positively affects clients lives, both now and in the future.
- Achieve Greater Rewards : Transitioning into financial services can offer not only a more rewarding career path but often greater financial opportunities as well.
- 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.
- Educate clients on financial planning and insurance options.
- Provide excellent customer service and build lasting relationships.
- Collaborate with a local supportive team.
- Strong communication and interpersonal skills.
- Goal-oriented with a desire to succeed.
- Life insurance license and FINRA certifications (or willingness to obtain).
- Mission : Financially empower communities to change the world.
- Vision : Redefine financial planning as a sanctuary for diverse communities.
- Core Values : Inclusivity, empowerment, safety, impact, and authenticity.
- 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
Meet Some of Our Local Leaders, the Heartbeat of Our Business :
Ryan Walton - Financial Advisor / Field Director :
Jordan Kosnick - Managing Director :
David Finnemore - Financial Advisor / Growth & Development Director :
Ryan Walton - Financial Advisor / Field Director :
Mackenzie Meshke - Financial Advisor :
About Us : At the Kosnick District of NM, 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 Alexs 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, wed love to meet with you!
Position Responsibilities for a Financial Representative :
Position Requirements :
Kosnick District Mission / Vision / Values :
Our Unique Angle : Meticulous Training and Support
We distinguish ourselves by prioritizing a meticulous focus on the process, ensuring sustainable business practices and a predictable high-activity approach, setting us apart from an industry often fixated on end results.
Position Perks :
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 and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
