Experienced Financial Professional
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
Experienced Financial Professional
Seeking a rewarding and challenging career as a goal-oriented, highly motivated financial professional. Through our Practice Models learning paths, we provide the opportunity to specialize and hone market expertise in areas such as Financial Guidance, Retirement Planning, Wealth Advisory, Estate Pla...
Experienced Financial Professional
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. Experienced Financial Professional. Provide professional financial advice and re...
Experienced Financial Professional - Robinson Group
Experienced Financial Professional Position Summary: M Financial is partnering with The Robinson Group (https://rfginsure. Provide professional financial advice and recommend suitable financial and insurance products to clients. Financial Professional who can work collaboratively with the team to pr...
Experienced Financial Professional
Seeking a rewarding and challenging career as a goal-oriented, highly motivated financial professional. Through our Practice Models learning paths, we provide the opportunity to specialize and hone market expertise in areas such as Financial Guidance, Retirement Planning, Wealth Advisory, Estate Pla...
Customer Service Representative (Work from home)
We're looking for candidates with great customer service skills to fill our Remote Customer Service role!. Previous experience in customer service or sales is a plus. We're seeking someone who is great with people, building relationships, and putting customers first. Ability to listen to and underst...
Entry Level Insurance Sales Representative - Luxury Travel Incentives
If you’re exploring sales careers, you already know sales is the way to get ahead. Have you ever noticed that the most successful sales people receive superior support from the companies they work with? A robust company like Platinum handles objectives like marketing, recruiting, customer service, a...
Senior Business Analyst
The Senior Business Analyst, Sales Intelligence & Analytics will join the Data, Tools and Reporting Operations Team - a newly built team that is responsible for developing the revenue intelligence infrastructure for Cision globally by enhancing and maintaining our BI platform, building reports and d...
Inside Sales Representative
JobPosting","title":"Inside Sales Representative","datePosted":"2024-06-13T00:00:00","validThrough":null,"description":"Position Summary\nWe are looking for a talented and competitive Inside Sales Account Manager that thrives in a fast-paced sales cycle environment. We are looking for a talented and...
Business Intelligence Analyst
Green Thumb Industries is seeking an experienced Business Intelligence Analyst, focusing on evolving our use of data to deliver improved insights across the company. Continuously build business acumen of Green Thumb Industries and the Cannabis industry. Ability to deal with ambiguity and work with c...
Senior Project Manager
At Epiq Solutions, the senior project manager owns project launch, planning, control, and delivery against timeline and budget. The senior project manager works across functions and with customers to ensure we delight customers, deliver for the business and improve our internal tools and processes. ...