Job Details
Experienced Financial Professional
Position Summary:
M Financial is partnering with The Robinson Group ( to hire an experienced and tenacious Financial Professional who can work collaboratively with the team to provide exceptional service to ultra-high-net-worth clients. This role requires the ability to acquire and develop long-term relationships with clients through a comprehensive planning approach to address their complex financial and insurance needs.
Also included with this opportunity: mentorship with a veteran sales and support team, access to tailored coaching and training through M Financial s esteemed two-year Magnet Program, as well as exclusive access to M s proprietary insurance products.
We are offering a salary of $60k-$75k plus commissions to start. This will be an in-office role; however, you will be asked to travel to a client from time to time.
Responsibilities:
Cultivate and maintain strong relationships with clients.
Schedule and attend meetings to understand clients' financial needs and objectives.
Provide professional financial advice and recommend suitable financial and insurance products to clients.
Conduct a thorough analysis of clients' existing portfolios and provide recommendations.
Expand client base through prospecting activities.
Assist clients throughout the claims process.
Work effectively with the office team to support clients' needs.
Conduct market research and analysis to stay updated on economic indicators and industry trends.
Update and maintain financial databases.
Acquire additional licenses and certifications as required.
Must be willing to pursue professional designations such as CLU; ChFC; CFP; etc.
Maintain accurate electronic and paper records.
Adhere to company policies and procedures.
Requirements:
2-5 years experience in the life insurance industry, client acquisition, and consultative sales experience.
An entrepreneurial mindset with a proven track record of working with autonomy, independence, initiative, and tenacious perseverance.
High levels of professional ethics and integrity.
Excellent verbal and written communication skills.
Superb time management skills.
Holds Life and Health License, required
Completed SIE prerequisite, required