Financial Career Accelerator
2 days ago
M Financial Group is partnering with Gateway Financial Group to deliver a 2-year program that provides support and mentorship for career growth in financial services.
Salary & BenefitsThis salaried role offers an annual salary of $60,000-$75,000 plus potential bonuses.
About the RoleAs a key member of our team, you will work with ultra-high-net-worth clients through a holistic planning approach to solve their complex financial needs. This position does not require cold prospecting, instead leveraging strategic partnerships for client acquisition.
Requirements & Qualifications- Transferable work experience in life insurance proposal development and financial modeling for new business prospects (3-5 years)
- Ability to drive operational efficiency and manage case progression through CRM systems
- State Life & Health licenses; FINRA Series 6 and 63 licenses; CLU or CFP preferred
- Entrepreneurial mindset with high autonomy, initiative, and interpersonal collaboration
- Strong code of professional ethics and integrity
- Excellent verbal and written communication skills, attention to detail, and presentation skills
We are looking for a dedicated professional to join our team and contribute to our mission.
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