Regional Service Consultant

M Financial Group is a community of leaders comprising the best and brightest minds in our industry. By combining individuals’ expertise and skill, M Financial Group has become a powerful force committed to advancing the interests of our industry, communities, and clients for over 40 years. M’s solutions are rooted in the diverse expertise of our team, our collaborative approach to innovation and our comprehensive support.

We embrace a progressive, dynamic mindset for every role. M Financial Group provides a professional community that actively supports individuals with diverse backgrounds and perspectives who come together to build and support best-in-class solutions.

This position is a member of the Member Firm Experience Operations team and works alongside the Regional
Member Firm Development Team (MFDT), which develops and manages relationships with Member Firms. The
Regional MFDT serves as the point of contact for Member Firms, and the Service Consultant supports the
Regional MFDT to ensure issues are tracked and resolved. The Service Consultant has strong organizational,
execution, and relationship skills to help manage interactions between the Regional MFDT, M Core Services,
Operations and Wealth Solutions teams to ensure Member Firms receive a superior service experience.

Responsibilities:

• Develop and strengthen relationships with assigned Member Firms to understand their needs and
  support their business and clients
• Serve as a conduit between the Regional MFDT and M Core Services, Operations and Wealth Solutions
  teams to track, monitor, and ensure general and specific inquiries are resolved for a superior customer
  experience
• Support the Regional MFDT by ensuring responses to inquiries are timely, execution is delivered, and
  commitments are kept - own the results
• Resolve inquiries by connecting with other team members for efficient handling and escalate to Head of
  Operations Strategy when necessary
• Manage the transition process for Firms and individuals joining or leaving M Financial and/or MHS.
• Ensure a seamless onboarding experience for new member firm hires
• Advocate for Member Firms with a focus on improving their service experience while understanding and
  supporting the demands on M Core Services, Operations and Wealth Solutions teams
• Collaborate with other members of the MFDT and broader M teams to identify opportunities and areas
  for service improvement across M Financial and M’s Carriers
• Track Firms’ requests and communications in Salesforce and appropriate project management software
• Contribute to research of potential additional services and tools available to life insurance producers and supporting team members, and identify and recommend improvements to operational processes and systems
• Crosstrain to gain knowledge in subject areas (e.g., life, investments) to better support MFDT members

Qualifications:

• Bachelor’s degree or equivalent
• Minimum three years of experience in project management, customer service or operations related role(s)
• Ability to build rapport and collaborative relationships with internal colleagues and advisors
• Strong organizational skills and ability to adjust to changing priorities in a fast-paced environment
• Team player with a positive attitude, focusing on opportunities and solutions when faced with challenges
• Strong written and verbal communication skills, prompt with responses and follow-up
• Comfortable in a fast-paced, high-demand, dynamic environment
• Experience with Microsoft Office Suite, a CRM (preferably Salesforce), and project/issue tracking software

Job Conditions & Environment:

• Normal office environment/desk assignment
• Extensive use of PC’s, computer terminal, display, keyboard, and mouse
• Extensive hands-on work with documents, spreadsheets, and other written documents
• Light travel (10%)

Compensation & Benefits: 

Salary will be commensurate with relevant experience, knowledge, and skills.
You will also be eligible for an annual incentive plan bonus.

M Financial offers a comprehensive benefits package, including: 

• Medical/Vision Insurance
• Dental Insurance
• Short-Term and Long-Term Disability Insurance
• Life Insurance
• Modern Health (Mental Health Therapy and Coaching)
• Employee Assistance Program
• Life Insurance
• FSA (Health and Dependent Care)
• HSA (for qualified medical plan)
• Long-Term Care Insurance
• 401(k) Match
• Tuition Assistance

This position description is not intended to be and should not be construed as an all-inclusive list of responsibilities, skills or working conditions associated with this position. While this description is intended to accurately reflect the position’s activities and requirements, management reserves the right to modify, add or remove duties as necessary.