Client Advisor - Seeking Athletes

Northwestern Mutual - Kenosha

Client Advisor - Seeking Athletes

Kenosha, WI +1 location
Full Time
Paid
  • Responsibilities

    Benefits:

    401(k)

    401(k) matching

    Bonus based on performance

    Company parties

    Flexible schedule

    Health insurance

    Opportunity for advancement

    Training & development

    Vision insurance

    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 Northwestern Mutual - Kenosha!

    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 have excelled in athletics:

    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.

    Jordan Kosnick, Managing Director:

    How long with NM? 15 years (intern, support staff, and advisor).

    Previous experience? Worked as a Valet/Bellman at a resort.

    Passionate about? Family, music, fitness, basketball, and traveling to S. America.. Enjoys gardening, cooking, and outdoor activities like hunting and boating.

    Sandra Yang, Director of Recruiting & Selection:

    How long with NM? 1 year.

    Previous experience? Held roles at Wells Fargo, Renasant Mortgage, and First Choice Dental before building talent management expertise at Robert Half, recruiting for roles from admin to executive level.

    Passionate about? Married with four children. Loves cooking, beauty routines, hiking, and exploring new restaurants with her family.

    Tommy Turner, Financial Advisor / College Unit Captain:

    How long with NM? 2 years.

    Previous experience? Studied Marketing at UW-Whitewater, began at NM as an intern, then joined full-time.

    Passionate about? Enjoys hunting, fishing, and restoring old cars with his dad, a shared lifelong hobby.

    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: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community.

    Our supportive district office is located: 7137 236th Ave. Salem, WI 53168

    Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: https://youtu.be/tar1BSa7Gaw

    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.

  • Locations
    Kenosha, WI • Oak Creek, WI