Entry-Level Financial Representative

Join the Team at Northwestern Mutual Kenosha! 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 consider you!

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

A Glance at Northwestern Mutual (NM) :

Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people.

As a mutual company, we answer to our policyowners not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies, with a unique culture deeply dedicated to helping people achieve financial security.

Meet Some of Our Local Leaders, the Heartbeat of Our Business :

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.

About the Financial Representative Role :

As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning.

Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.

Key Responsibilities :

• 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.

Qualifications :

• Education : An associate degree or higher is preferred, but not required.
• Experience : Previous experience in financial services, insurance or business development is beneficial but 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).

Benefits :

• Professional Development : Access to ongoing training and development programs, including sponsorship for advanced certifications.
• Income Potential : Competitive compensation structure including performance incentives, with no ceiling.
• Support and Mentorship : Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
• Work-Life Balance : Flexibility to create a schedule that fits your lifestyle and goals.
• Impact : Make a lasting impact by guiding individuals and families in your community towards financial security and success.

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.