Client Advisor with Sports Experience

Job Description

Job Description

Benefits :

Retirement

Dental insurance

Health insurance

Vision insurance

Bonus based on performance

Company parties

Flexible schedule

Opportunity for advancement

Training & development

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 the Kosnick District of Northwestern Mutual!

Become a part of one of our 3 growing offices located : Rockford, IL, Janesville, WI and Kenosha, WI.

Why Current and Former Athletes Can 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 are passionate about athletics :

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.

Muskan Musabji, Financial Advisor :

• Time with NM : Since January 2025
• Background : Former Project Manager for Walmarts Realty division, overseeing on-site remodels, managing day-to-day execution, and coordinating with third-party contractors to navigate real-time challenges.
• Outside Interests : Enjoys spending time with family and friends, traveling, reading, trying new restaurants, and hiking with her dog. She's also active in the local arts community.

Ryan Walton, Financial Advisor / Growth and Development 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.

Samuel Behm, Financial Advisor / College Unit Director

• Time with NM : With NM since January 2020; full-time Financial Advisor for 3+ years and College Unit Director since February 2023.
• Background : Began his career with NM during college while studying Business Administration with a finance emphasis. Gained early work experience through part-time roles in fast food, construction, and manufacturing.
• Outside Interests : Enjoys traveling with his wife, golfing, staying active through endurance sports, and cheering on the Bears and Cubs.

Sandra Yang, Director of Recruiting & Selection :

• Time with NM : 1 year
• Background : Talent management experience, plus roles in banking and compliance.
• Outside Interests : Enjoys family time, cooking, beauty routines, and exploring new places with her husband and four kids.

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 :
• Retirement
• Compensation : A lucrative compensation structure with performance-based incentives and unlimited earning potential.
• Coaching and Mentoring : Receive support from experienced mentors and leadership committed to coaching and guiding your growth.
• Operational Support : Extensive backing from a dedicated planning team and marketing resources to drive success.
• Flexibility : Design a work schedule that aligns with your personal and professional goals.
• Impact : Play a pivotal role in helping individuals and families secure their financial futures, making a lasting difference in the community.

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.