Client Advisor with Athletic Background

The McKernan Group•West Palm Beach, FL

7d•$70,000 - $95,000

About The Position

The Client Advisor engages with clients to understand their comprehensive financial needs and provides personalized guidance to help them achieve financial protection and planning goals. The role involves designing and implementing strategies to safeguard clients’ assets, income, and overall financial well-being, and regularly reviewing and updating financial plans and insurance policies as clients’ circumstances or goals change. Client Advisors build a network through referrals, community involvement, and professional associations. The position is presented as a career opportunity for current or former athletes and others with business development backgrounds. Training is provided, and sponsorship for required state insurance licenses may be considered. The role includes access to planning-team support, marketing resources, experienced mentors, ongoing training, and sponsorship for advanced certifications. Compensation includes performance-based incentives and uncapped earning potential.

Requirements

Obtain required state insurance licenses; training is provided, and sponsorship may be considered.
Excellent interpersonal and communication abilities.
Strong analytical skills.
Ability to build lasting client relationships.

Nice To Haves

Bachelor’s degree in finance, business, or a related discipline.
Prior experience in insurance, financial services, or business development.
Background in a business development-oriented organization, such as medical device, education, logistics, solar, payroll services, technology business development, real estate, or auto rental.
Current or former athletic background.

Responsibilities

Engage with clients to understand their comprehensive financial needs.
Provide personalized guidance to help clients achieve financial protection and planning goals.
Design and implement strategies to safeguard clients’ assets, income, and overall financial well-being.
Regularly review and update clients’ financial plans and insurance policies to reflect changes in their circumstances or goals.
Cultivate a network of clients through referrals, active community involvement, and professional associations.