Benefits:

Retirement

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Transition Your Pharma/Medical Expertise into Financial Services!

Build Direct Client Relationships: Many professionals in pharma and medical sales find financial services appealing because it allows them to work directly with clients, rather than selling through a middleman.

Make a Meaningful Impact: Use your expertise to help individuals navigate critical life stages—whether it’s planning for college, retirement, or medical expenses—while positively impacting their lives.

Unlimited Growth Potential: With each stage of life requiring new financial planning, your ambition and dedication determine how far you can go in this career.

A Rewarding Career Path: Transition to a role where your skills contribute to long-term relationships and meaningful outcomes for your clients.

Key Responsibilities of a Financial Advisor:

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.

Meet Our Leadership Team:

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.

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.

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.

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.

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

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).

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 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!

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.