What are the responsibilities and job description for the Outside Representative - Seeking Former Educators position at The McKernan Group?
Job Description
Job Description
Benefits :Transition Your Teaching Skills into Financial Services :
- Leverage Your Communication Expertise : Educators excel in financial services because they have the confidence and communication skills needed to guide clients through important decisions that can shape their financial futures.
- Build Lifelong Relationships : While educators often lose touch with students as they move into new life stages, financial services allow you to maintain close, long-term relationships with clients, helping them at every stage of life.
- See the Impact of Your Work : Just as youve witnessed the difference you made in the classroom, this career offers the chance to see how your guidance positively affects clients lives, both now and in the future.
- Achieve Greater Rewards : Transitioning into financial services can offer not only a more rewarding career path but often greater financial opportunities as well.
- 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 Bills 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 Daves mission statement : https : / / youtu.be / WCffeJPaRTE
- Educate clients on financial planning and insurance options.
- Provide excellent customer service and build lasting relationships.
- Collaborate with a local supportive team.
- Strong communication and interpersonal skills.
- Goal-oriented with a desire to succeed.
- Life insurance license and FINRA certifications (or willingness to obtain).
- Mission : Financially empower communities to change the world.
- Vision : Redefine financial planning as a sanctuary for diverse communities.
- Core Values : Inclusivity, empowerment, safety, impact, and authenticity.
- 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
Meet Some of Our Local Leaders, the Heartbeat of Our Business :
Bill McKernan, Managing Director :
Brooke McKernan, Wealth Management Advisor :
Dave Siegel, Field Director :
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 Alzheimers.
Position Responsibilities for a Financial Representative :
Position Requirements :
McKernan Group Mission / Vision / Values :
Our Unique Angle : Meticulous Training and Support
We distinguish ourselves by prioritizing a meticulous focus on the process, ensuring sustainable business practices and a predictable high-activity approach, setting us apart from an industry often fixated on end results.
Position Perks :
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.
