Financial Services Expert

4 days ago


Skokie, Illinois, United States M Financial Group Full time
Financial Professional Opportunity

M Financial Group is seeking a skilled Financial Professional to join their team. This role requires a strong understanding of financial planning and insurance products, as well as excellent communication and relationship-building skills.

Key Responsibilities:
  • Cultivate and maintain strong relationships with clients to understand their financial needs and objectives.
  • Provide professional financial advice and recommend suitable financial and insurance products to clients.
  • Conduct thorough analyses of clients' existing portfolios and provide recommendations for improvement.
  • Expand client base through prospecting activities and assist clients throughout the claims process.
  • Work effectively with the office team to support clients' needs and stay updated on economic indicators and industry trends.
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.

M Financial Group offers a competitive salary of $60k-$75k plus commissions to start. This will be an in-office role with occasional travel to clients. The company provides mentorship, coaching, and training through their esteemed Magnet Program, as well as exclusive access to proprietary insurance products.



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