Benefits:

Retirement

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Transition Your Real Estate and Mortgage Experience to Financial Services with Northwestern Mutual!

Are you a real estate or mortgage professional considering a new career path? The McKernan Group of Northwestern Mutual invites individuals from the real estate and mortgage industries to explore how their skills can transition into a rewarding career in financial services as a Financial Representative. With opportunities for growth, increased income potential, and the ability to make a meaningful impact, we are here to help you navigate this exciting transition. Here's why many from real estate and mortgage backgrounds succeed in financial services:

Endurance and Dedication Translate Well: Your experience in real estate or mortgage lending demonstrates the endurance and dedication necessary to thrive in competitive markets. These traits are essential for a successful career in financial services as well.

Building Meaningful Client Relationships: In real estate, you may work with clients on a one-time transaction, but financial services allow you to build ongoing, long-term relationships. From saving for college to retirement planning or buying a home, you’ll guide clients through significant milestones in their lives.

Leverage Your Expertise and Network: Your skills and network from real estate and mortgage lending are valuable assets. They can help you advise individuals on financial planning and guide them toward achieving their financial goals.

Career Growth Opportunities: Transitioning to financial services offers a new career path where you can continue to help others while advancing your own professional skills.

Comprehensive Training and Licensing Support: We provide training and support to help you obtain the necessary licenses and equip you with the tools for success in the financial services field.

About Us: 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.

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 12 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."

Dave Siegel, Field Director:

How long with NM? Since 2009.

Previous experience? Dave played lacrosse at FSU and began his career at NM right after his internship. He became a rep in 2010, a College Unit Director in 2011, and a Field Director in 2013.

Passionate about? Dave is passionate about family. He is married to Dr. Chrissie, and they have three children: Landon, Maddie, and Logan.

Check out Dave’s mission statement: https://youtu.be/WCffeJPaRTE

Key Responsibilities of a Financial Advisor:

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:

Experience: Previous experience in financial services or insurance is 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).

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. Bill McKernan is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.