Experienced Financial Professional

Position Summary:

M Financial is partnering with The Robinson Group (https://rfginsure.com/) 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