What are the responsibilities and job description for the Experienced Financial Professional position at M Financial Group?
Experienced Financial Professional
Position Summary:
M Financial is partnering with TCS Insurance to hire an Experienced Financial Professional with a client first mindset, for their Champaign, IL office to provide exceptional service to ultra-high-net-worth individuals and businesses. This role requires the ability to develop and acquire long-term relationships with clients through a comprehensive planning approach to address their complex financial and insurance needs.
TCS Insurance, a CA based firm, now has expanded operations in Champaign under the name Downey, a TCS company, previously known as The Downey Group. The organization is invested in your growth at their firm, where you will be mentored by a veteran sales and support team, have 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.
This is a salaried role that also includes commissions, this will be a full-time in office role.
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:
• 1-5 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
• Holds SIE, Series 6 and Series 63, required