Financial Professional with Portfolio Management Expertise

3 days ago


Champaign, Illinois, United States M Financial Group Full time
Job Overview

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 Benefits

The 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 Responsibilities

The 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.
Requirements and Qualifications

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.
About M Financial Group

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.



  • Champaign, Illinois, United States CliftonLarsonAllen Full time

    We strive every day to exemplify our core values of accountability, initiative, honesty, and professionalism.At CliftonLarsonAllen, we are dedicated to building a culture that welcomes diverse beliefs and perspectives, allowing us to truly understand and support our clients, communities, and each other.Job SummaryWe are seeking highly motivated individuals...


  • Champaign, Illinois, United States Meron Financial Agency Full time

    At Meron Financial Agency, we empower individuals and businesses to achieve their financial goals through a client-centric approach, cutting-edge technology, and a supportive team environment.What We OfferA Rewarding Career: As a financial consultant, you will have the opportunity to make a meaningful impact on people's lives while enjoying work-life...


  • Champaign, Illinois, United States Jobot Full time

    Job Overview:">We are seeking a highly skilled Plant Financial Director to oversee all financial operations of the plant. As a key member of our team, you will be responsible for providing financial analysis and insights to support strategic decision-making and drive business performance.">About Us:">Our client is an industry leading manufacturing company...


  • Champaign, Illinois, United States Jobot Full time

    About Our ClientOur client is a leading manufacturing company with a strong presence in the industry.Salary and Benefits$110,000 - $120,000 per yearMedical, dental, vision, 401k, and hybrid scheduleJob DescriptionOversee all financial operations of the plant, including accounting, budgeting, forecasting, and financial reporting.Provide financial analysis and...


  • Champaign, Illinois, United States Universal Health Services Full time

    Compelling Nursing Leadership Opportunity at Universal Health ServicesThe Pavilion Behavioral Health System, a renowned healthcare provider within the esteemed Universal Health Services (UHS) network, invites highly motivated and experienced nursing professionals to join their team as a Nursing Manager.Located in Champaign, IL, this exciting opportunity...


  • Champaign, Illinois, United States Arbor Lodging Management Full time

    Arbor Lodging Management is a renowned hotel investment and management company with a diverse portfolio of hotels across the United States. We have been entrusted by numerous partners and are approved managers for prominent hospitality brands. Our culture is centered around delivering exceptional experiences to our guests. We are people-focused, data-driven,...

  • Project Manager

    7 days ago


    Champaign, Illinois, United States MSA Professional Services, Inc. Full time

    Job SummaryWe are seeking a highly skilled Project Manager - Structural to join our bridge design team in Champaign, IL. This individual will partner with our experienced team to provide project management and structural design expertise on state and local bridge projects in Wisconsin, Minnesota, and Iowa.Key ResponsibilitiesProvide project management for...


  • Champaign, Illinois, United States First Mid-Illinois Bancshares Full time

    Credit Analysis Role at First Mid-Illinois BancsharesAs a Credit Analyst at First Mid-Illinois Bancshares, you will be responsible for performing credit analyses and financial statement reviews on commercial and ag loan relationships. You will create professional credit presentations that summarize borrower's financial condition and evaluate repayment...


  • Champaign, Illinois, United States Express Employment Full time

    About the RoleWe are seeking a skilled Financial Analysis Specialist to join our team at Express Office in Champaign, IL.Key Responsibilities:Analyze and prepare financial statements and reports to ensure accurate financial representation.Manage accounts payable and receivable processes to maintain efficient cash flow.Perform monthly, quarterly, and year-end...


  • Champaign, Illinois, United States Talent4Health Full time

    Talent4Health: A Leader in Healthcare RecruitmentWe are a forward-thinking company dedicated to connecting exceptional healthcare professionals with top-notch facilities across the nation. Our commitment to excellence and personalized service sets us apart.


  • Champaign, Illinois, United States MCR Hotels Full time

    About the RoleWe are seeking a highly skilled and customer-focused Hilton Server to join our team at MCR Hotels.The successful candidate will have a strong passion for delivering exceptional food and beverage service to our guests, ensuring their experience is nothing short of outstanding.Key ResponsibilitiesGreet guests and provide clear, concise...


  • Champaign, Illinois, United States Henneman Engineering Full time

    Role SummaryWe are seeking an experienced Senior Mechanical Engineer to join our team at Henneman Engineering. This is a full-time position based in Champaign, IL.About the RoleThis Senior Mechanical Engineer position will be responsible for delivering innovative, energy-efficient, and cost-effective solutions to clients in various industries. The ideal...


  • Champaign, Illinois, United States MCR Hotels Full time

    Job SummaryWe are seeking a skilled Hotel Operations Manager to oversee the day-to-day operations of our hotel. This is a hands-on role that requires excellent leadership and organizational skills, with a focus on delivering exceptional guest experiences.About MCR HotelsMCR Hotels is a leading hotel owner-operator with a portfolio of over 148 premium-branded...


  • Champaign, Illinois, United States MCR Hotels Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Hotel Cleaning Professional to join our team at the Hilton Garden Inn Champaign - Urbana. As a key member of our housekeeping team, you will be responsible for ensuring that our guest rooms, hallways, and public areas are clean, comfortable, and well-maintained.Key ResponsibilitiesClean and...


  • Champaign, Illinois, United States Drury Hotels Company, LLC Full time

    Drury Hotels Company, LLC Job OpportunityWe are seeking a highly skilled Night Auditor to join our team at Drury Hotels Company, LLC. This role offers a competitive salary and excellent benefits package.**Job Summary:**The Night Auditor is responsible for performing front desk-related functions, including guest check-in/check-out, sales promotions, record...


  • Champaign, Illinois, United States Harrison Consulting Solutions Full time

    A successful Potable Water Project Manager at Harrison Consulting Solutions will oversee the planning, development, and implementation of potable water-related projects. This role requires a strong background in environmental or civil engineering, with 8+ years of experience in potable water project management.The ideal candidate will possess a PE license,...


  • Champaign, Illinois, United States OneStaff Medical Full time

    We are OneStaff Medical, a nationally recognized and respected healthcare staffing firm that is committed to helping talented nursing professionals like you find their dream assignments across the United States.**Compensation:** $120 per hour (estimated weekly amount based on location-specific stipends and hourly wages)The ideal candidate will have...


  • Champaign, Illinois, United States LanceSoft Full time

    Company OverviewLanceSoft is a leading provider of staffing solutions, recognized as one of the Largest Staffing firms and ranked in the top 50 fastest Growing Healthcare Staffing firms. Established in 2000, our organization has been certified as a Minority Business Enterprise (MBE) and Woman-Owned. Salary and BenefitsThe salary for this position is...


  • Champaign, Illinois, United States F.E. Moran Group of Companies Full time

    Unlock Your Potential in Fire Protection SalesAre you a sales-driven individual looking for a challenging and rewarding role? Do you have a passion for delivering exceptional customer experiences and driving business growth?We are seeking an experienced Fire Protection Sales Professional to join our team at F.E. Moran Group of Companies.About the RoleThis is...


  • Champaign, Illinois, United States Staff Today Full time

    Staff Today is a leading staffing company seeking a skilled medical professional for a contract nursing position in Champaign, Illinois.About the PositionThis 13-week assignment offers a unique opportunity to gain experience in a correctional setting while working as a Registered Nurse (RN).Specialty: Correctional NursingShift: 8 hours, eveningsEmployment...