Financial Services Consultant with a Winning Mindset
5 days ago
The McKernan Group is a dynamic and progressive organization that values teamwork, resilience, and goal-oriented individuals. With a strong presence in West Palm Beach, FL, we offer a unique opportunity for talented professionals to excel in the insurance and financial services industry.
Estimated Salary: $80,000 - $150,000 per year
A competitive compensation package awaits successful candidates, including performance-based incentives and unlimited earning potential. Our lucrative structure ensures that your hard work translates into tangible rewards.
Job Description
As a Client Advisor, you will be responsible for engaging with clients to understand their comprehensive financial needs. Utilizing your exceptional interpersonal and communication skills, you will design and implement tailored strategies to safeguard clients' assets, income, and overall financial well-being. Regularly reviewing and updating clients' financial plans and insurance policies will be crucial to ensure continuous protection.
Key Responsibilities:
- Engage with clients to understand their comprehensive financial needs
- Design and implement tailored strategies to safeguard clients' assets, income, and overall financial well-being
- Regularly review and update clients' financial plans and insurance policies
- Cultivate a robust network of clients through referrals, active community involvement, and professional associations
Required Skills and 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.
Benefits:
You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. 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.
About Us
The McKernan Group 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.
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