Wealth Consultant with Military Background

Northwestern Mutual - Kenosha

Wealth Consultant with Military Background

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 a veteran with an unwavering sense of mission? Do you excel in navigating challenges and striving for excellence both in your military service and civilian career? Northwestern Mutual of Kenosha is seeking to onboard a new Wealth Consultant to our team. We are a united group of determined, ambitious professionals, eager to make a difference in people’s lives as we accelerate the growth of our district office.

    Click the link below to hear Robert Novanty's inspiring journey from serving with the US Marines to a successful career in civilian life at Northwestern Mutual: https://careers.northwesternmutual.com/field-careers/military/

    The Backbone of Our Success, Our Leaders:

    Michael Ciske, Financial Representative

    How long with NM? Started September, 2023.

    Previous experience? Army medic for 16+ years and office manager at a dental office.

    Passionate about? Family, live music, camping, snowboarding, gaming, guitar, and board games.

    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.

    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.

    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.

    Position Overview:

    As a Wealth Consultant you will play a critical role in helping clients secure their financial futures through comprehensive insurance solutions. Your responsibilities will include:

    Client Assessment: Evaluate clients' financial needs and goals to recommend appropriate insurance products.

    Customized Solutions: Develop personalized insurance plans that align with clients' long-term financial strategies.

    Relationship Building: Establish and maintain strong relationships with clients, offering continuous support and advice as their needs evolve.

    Product Knowledge: Stay informed about the latest insurance products and industry trends to provide clients with the best options available.

    Compliance and Ethics: Ensure all recommendations and sales comply with company policies and regulatory requirements, maintaining the highest ethical standards.

    What Our Representatives Value:

    Potential for abundant, consistent, and predictable results.

    A collaborative, high-support team environment, fostering growth and camaraderie.

    Full business development process training and support for seamless operations.

    Proven operational systems and cutting-edge technology for enhanced agent efficiency.

    Achieving high performance while maintaining a great quality of life.

    A company experiencing rapid growth, offering leadership opportunities for top performers.

    Candidate Characteristics:

    Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators.

    People who prioritize understanding the "who, why, and how" behind actions more than just the "what."

    Savvy communicators who find joy in simplifying complex decisions for others.

    Generous souls who gladly treat others without hesitation.

    Ambitious thinkers who embrace boundless opportunities and possibilities.

    Advocates for teamwork and cooperation, where everyone contributes equally.

    Passionate about their work, yet approachable and good-natured in their demeanor.

    Benefits:

    Strong Earnings Potential: Combining first year income and unlimited upside.

    Significant bonus opportunity commensurate with outcomes.

    Dental insurance.

    Health insurance.

    Life insurance.

    Retirement plan.

    Vision insurance.

    Education:

    Associate Degree or Higher (preferred)

    If these qualities describe you, then our office might just be your perfect fit. We are looking to bring on the right individual to join our team and help expand our broader service offering, with an emphasis on growing our insurance and financial services portfolios. Prior insurance or financial services experience is not required.

    This position offers flexibility, but we're seeking individuals who are open to in-person training and eager to be an active part of our daily and weekly office culture, contributing to our team synergy and vibrant work environment.

    Join us on this exciting journey, where we take insurance and financial services to a whole new level of excitement and fulfillment.

    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