Sales Advisor

The McKernan Group

Sales Advisor at Northwestern Mutual providing personalized insurance solutions and financial planning for clients. Building relationships and supporting clients' financial successes.

Posted 7/16/2026full-timeWest Palm Beach • Florida • 🇺🇸 United StatesMid-LevelSenior💰 $85,000 - $110,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in developing comprehensive financial plans, including investments, insurance, and retirement strategies, while effectively engaging with clients to build trust and rapport. Proficient in monitoring and adjusting financial strategies to align with clients' evolving goals and circumstances.

Highest-signal resume keywords

Financial PlanningClient EngagementInsurance StrategiesAnalytical ThinkingInterpersonal Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisInvestment PlanningRetirement PlanningInsurance KnowledgeClient Monitoring

Soft Skills

Communication SkillsTrust BuildingRapport Development

Certifications & Qualifications

Series 6 LicenseSeries 63 LicenseState Insurance Licenses

Industry Keywords

Financial ServicesBusiness DevelopmentClient ReferralsProfessional Associations

About the role

Key responsibilities & impact

Engage with clients to understand their financial goals, aspirations, and concerns.
Develop comprehensive financial plans that include investments, insurance, and retirement.
Recommend and implement insurance strategies to protect clients' assets and income.
Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Build and maintain a network of clients through referrals, community involvement, and professional associations.

Requirements

What you’ll need

Bachelor's Degree is strongly preferred or military equivalent
Previous experience in financial services, insurance or business development is beneficial but not required
Strong interpersonal and communication skills
Analytical thinking
Ability to build trust and rapport with clients
Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available)

Benefits

Comp & perks

401(k)
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance