Financial Representative - Training Provided

The McKernan Group; West Palm Beach (FL); Hybrid; USD 45,000 - 75,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Dental insurance

Flexible schedule

Health insurance

Vision insurance

Training & development

Opportunity for advancement

Company parties

Job summary

The McKernan Group at Northwestern Mutual in West Palm Beach seeks a Financial Representative to help individuals and businesses reach financial goals through personalized insurance solutions and planning. You will build long-term client relationships, assess needs, and tailor financial solutions.

Responsibilities include client consultations, comprehensive planning, and ongoing support, with opportunities for advancement within a supportive mentorship environment.

Qualifications

• Bachelor's degree in finance, business, or related field preferred.
• Licenses such as Series 6, Series 63 and state insurance licenses required or sponsorship available.
• Strong interpersonal and communication skills; analytical thinking; ability to build trust with clients.

Responsibilities

• Consult with clients to understand financial goals and concerns.
• Develop comprehensive financial plans including investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect clients' assets and income.
• Monitor and update clients' financial plans; adjust strategies as needed.
• Build and maintain a network of clients through referrals and community involvement.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Networking

Education

Bachelor's degree in finance or related field

Series 6, 63, and state insurance licenses

Job description

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 at 250 S. Australian Ave, Ste 1601, West Palm Beach, FL 33401, we are proud to be the #1 District in the entire NM system in production, with two advisors ranked in the top 25 of all Northwestern Mutual advisors. Our passion for community support is reflected in our involvement with Alex's Lemonade Stand and various local charities, including active participation in the Palm Beach Walk to End Alzheimer’s.

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:

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:

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."

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: A bachelor's degree in finance, business, or a related field 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, 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 certificates.
• 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. 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