What are the responsibilities and job description for the Financial Planning and Sales Expert position at M Financial Group?
M Financial Group is proud to partner with OneTeam Financial to offer a career advancement program that helps you succeed in financial services.
Are you ready to take your career to new heights and make a lasting impact on the financial services industry? Our program provides personalized coaching and development opportunities to help you achieve your goals. You will work with a team of experienced professionals who share your passion for delivering exceptional client experiences.
We are seeking a charismatic individual who can build strong relationships with high-net-worth clients by providing innovative financial solutions to meet their complex needs.
Requirements:
- 2-7 years of transferable work experience
- Able to work collaboratively as part of a team
- Excellent communication and interpersonal skills
- Ability to think strategically and drive results
The successful candidate will have prior experience in Life Insurance, Financial Services sales, and retirement planning.
This is a dynamic and challenging opportunity to join our team in Red Bank or Cranford and contribute to our company's continued success.
