Entry Level Financial Representative
hace 27 días
Rockford
Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: Become a part of one of our 3 growing offices located: Greater Rockford, IL: 1252 Bell Valley Rd, Rockford, IL 61108 Greater Janesville, WI: 400 Midland Ct Ste 104, Janesville, WI 53546 Greater Kenosha, WI: 7137 236th Ave, Salem, WI 53168 Meet Some of Our Local Leaders, the Heartbeat of Our Business: 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. 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., • 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, with 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. 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.