What are the responsibilities and job description for the Business Specialist with Pharma Background position at The McKernan Group?
Benefits:
Transition Your Pharma/Medical Expertise into Financial Services!
Bill McKernan, Managing Director:
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.
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Transition Your Pharma/Medical Expertise into Financial Services!
- Build Direct Client Relationships: Many professionals in pharma and medical sales find financial services appealing because it allows them to work directly with clients, rather than selling through a middleman.
- Make a Meaningful Impact: Use your expertise to help individuals navigate critical life stages—whether it’s planning for college, retirement, or medical expenses—while positively impacting their lives.
- Unlimited Growth Potential: With each stage of life requiring new financial planning, your ambition and dedication determine how far you can go in this career.
- A Rewarding Career Path: Transition to a role where your skills contribute to long-term relationships and meaningful outcomes for your clients.
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.
- 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."
- 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
- 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
- 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.
- 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).
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.
