Financial Professional with Portfolio Management Expertise
3 days ago
M Financial Group is partnering with TCS Insurance to hire a skilled Financial Professional with a focus on portfolio management, for their Champaign, IL office. This role requires the ability to develop and maintain strong relationships with clients by providing exceptional financial services.
Compensation and BenefitsThe salary for this position is estimated at $60,000 - $80,000 per year, plus commissions. The successful candidate will have access to training programs, mentorship opportunities, and a supportive team environment.
Key ResponsibilitiesThe ideal candidate will be responsible for:
- Cultivating and maintaining strong relationships with existing clients.
- Scheduling meetings to understand clients' financial needs and objectives.
- Providing professional financial advice and recommending suitable financial products.
- Conducting thorough analysis of clients' portfolios and providing recommendations.
- Expanding the client base through prospecting activities.
- Assisting clients throughout the claims process.
To be considered for this role, candidates must have:
- 1-5 years' experience in the life insurance industry, client acquisition, and consultative sales.
- An entrepreneurial mindset with a proven track record of working independently.
- High levels of professional ethics and integrity.
- Excellent verbal and written communication skills.
- Superb time management skills.
- Holds Life and Health License, required.
- Holds SIE, Series 6 and Series 63, required.
M Financial Group is a leading provider of financial services, dedicated to delivering exceptional results to our clients. We are committed to fostering a culture of excellence, innovation, and teamwork.
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