Client Advisor Seeking Former Athlete

The McKernan Group; West Palm Beach (FL); Vor Ort; USD 60.000 - 100.000; Vollzeit

Benefits dieser Stelle

401(k)

Bonus (performance)

Company parties

Dental insurance

Flexible schedule

Health insurance

Advancement opportunities

Training & development

Vision insurance

Zusammenfassung

The McKernan Group, in West Palm Beach, is seeking a Client Advisor to translate clients’ financial goals into actionable plans. You will engage clients to understand needs, design tailored strategies, and guide them toward financial protection and growth.

Join a team that values teamwork, discipline, and a competitive drive, with opportunities for advancement and ongoing training. Northwestern Mutual branding is part of the broader organization’s framework.

Qualifikationen

• We prefer candidates with a bachelor's degree in finance, business, or a related discipline.
• Prior experience in insurance, financial services, or business development is beneficial but not mandatory.
• Excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships.

Aufgaben

• Engage with clients to understand their comprehensive financial needs and provide personalized guidance.
• Design and implement tailored strategies that safeguard clients' assets, income, and financial well-being.
• Regularly review and update clients' financial plans and insurance policies to reflect changes in circumstances or goals.
• Cultivate a robust network of clients through referrals, community involvement, and professional associations.

Kenntnisse

Interpersonal skills

Communication abilities

Analytical skills

Client relationship building

Licensing process understanding

Ausbildung

Bachelor's degree in finance, business, or a related discipline

Jobbeschreibung

Benefits:

• 401(k)


• Bonus based on performance


• Company parties


• Dental insurance


• Flexible schedule


• Health insurance


• Opportunity for advancement


• Training & development


• Vision insurance

Join the Winning Team at The McKernan Group, Northwestern Mutual (NM) - West Palm Beach, located: 250 S. Australian Ave, Ste 1601, West Palm Beach, FL 33401

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!

Why Current and Former Athletes Thrive Here:

We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Here’s why athletes thrive with us:

1. 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.


2. 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.


3. 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.


4. 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.


5. 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.

By leveraging these qualities, former and current athletes find a fulfilling and prosperous career, where their sports background becomes a cornerstone of their professional success.

Meet some of our local team:

Bill McKernan, Managing Director:

• How long with NM? Since 2002.


• Previous experience? Started as a Financial Advisor for the first 10 years, then transitioned to Managing Director for the past 14 years. This was Bill’s first position after graduating from FSU, where he started with no natural market. His belief is that anyone can succeed in this business with hard work.


• Passionate about? Bill enjoys spending time with his wife Brooke and their three boys. Outside of family, he loves playing tennis, basketball, and surfing.

Brooke McKernan, Wealth Management Advisor:

• How long with NM? Since 2003.


• Previous experience? Brooke began her career as a top college intern and quickly rose to become the first woman to achieve the top spot.


• Passionate about? Brooke is passionate about her family, running, travel, and volunteering, as well as spending quality time with friends.


• Quote to live by: "The only way to do great work is to love what you do."

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 a bachelor's degree in finance, business, or a related discipline. 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:

You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, 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. Bill McKernan is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries.

*actual results through year end 2023