The Kosnick District
Financial Advisor - Seeking Fitness Management
Full Time • Hybrid - US
Benefits:
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Transition Your Fitness Leadership Experience into Financial Services with Kosnick District - Northwestern Mutual!
Why Fitness Professionals Could Thrive in Financial Services:
-
Client-Focused Mindset:
Fitness center managers are experts at building strong relationships, understanding individual client needs, and delivering personalized experiences—skills that could directly translate to helping people achieve financial well-being. -
Leadership and Team Development:
You've led staff, handled scheduling, training, and performance—you could bring that leadership to a career where you build your own team and lead clients through their financial journey. -
Operational Excellence:
Balancing budgets, managing memberships, and driving business metrics in a fitness setting requires strong discipline and adaptability—qualities that could drive success in building and growing a financial practice. -
Motivational Energy & Goal Orientation:
Your ability to inspire others toward health goals aligns perfectly with guiding clients toward financial goals. You'll be helping people transform their lives in a new but equally impactful way. -
Achieve Greater Rewards:
Financial services offers a scalable income path, long-term career growth, and the chance to build lasting impact through deep client relationships.
About Us: At the Kosnick District of Northwestern Mutual, we are a growing team passionate about developing 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!
Real People, Real Stories – Meet Our Leaders:
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 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.
- 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.
- 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.
Compensation: $72,000.00 - $94,000.00 per year
(if you already have a resume on Indeed)
Or apply here.
Industry Leading Compensation
Mentorship Program offering new agents the necessary fundamentals
Ongoing Specialized Training
Dedicated In-House Administrative Support
Career Advancement Opportunities
Company Full of Successful Leaders
Collaboration with highly productive peers


