Finanical Advisor with Education Background

The Kosnick District

Finanical Advisor with Education Background

Waukegan, IL
Full Time
Paid
  • Responsibilities

    Benefits:

    Bonus based on performance

    Company parties

    Dental insurance

    Flexible schedule

    Health insurance

    Opportunity for advancement

    Training & development

    Vision insurance

    Transition Your Teaching Skills into Financial Services:

    Leverage Your Communication Expertise: Educators excel in financial services because they have the confidence and communication skills needed to guide clients through important decisions that can shape their financial futures.

    Build Lifelong Relationships: While educators often lose touch with students as they move into new life stages, financial services allow you to maintain close, long-term relationships with clients, helping them at every stage of life.

    See the Impact of Your Work: Just as you’ve witnessed the difference you made in the classroom, this career offers the chance to see how your guidance positively affects clients’ lives, both now and in the future.

    Achieve Greater Rewards: Transitioning into financial services can offer not only a more rewarding career path but often greater financial opportunities as well.

    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 Walmart’s 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.

    About Us: At the Kosnick District of NM, 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 meet with you!

    Position Responsibilities:

    Educate clients on financial planning and insurance options.

    Provide excellent customer service and build lasting relationships.

    Collaborate with a local supportive team.

    Position Requirements:

    Strong communication and interpersonal skills.

    Goal-oriented with a desire to succeed.

    Life insurance license and FINRA certifications (or willingness to obtain).

    Kosnick District Mission/Vision/Values:

    Mission: Financially empower communities to change the world.

    Vision: Redefine financial planning as a sanctuary for diverse communities.

    Core Values: Inclusivity, empowerment, safety, impact, and authenticity.

    Our Unique Angle: Meticulous Training and Support

    We distinguish ourselves by prioritizing a meticulous focus on the process, ensuring sustainable business practices and a predictable high-activity approach, setting us apart from an industry often fixated on end results.

    Position Perks:

    Significant bonus opportunity commensurate with outcomes

    Dental insurance

    Health insurance

    Life insurance

    Retirement plan

    Vision insurance

    Ongoing professional development

    Local culture of support and positive recognition

    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 and not in legal partnership with NM, or its subsidiaries.

    Flexible work from home options available.