Financial Advisor Real Estate Mortgage

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 these 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.

Many from real estate and mortgage backgrounds succeed in financial services because:

• Endurance and Dedication Translate Well:
  Your experience demonstrates the endurance and dedication needed to thrive in competitive markets.
• Building Meaningful Client Relationships:
  In financial services you can build ongoing, long‑term relations and guide clients through significant milestones.
• Leverage Your Expertise and Network:
  Your skills and network help advise individuals on financial planning and achieving their goals.
• Career Growth Opportunities:
  Transitioning offers a new path 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.

• 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).

• 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.