M Financial Group
Experienced Financial Professional
M Financial Group, Champaign, Illinois, us, 61825
Experienced Financial Professional
Position Summary:M Financial is partnering with TCS Insurance to hire an Experienced Financial Professional with a client first mindset, for their Champaign, IL office to provide exceptional service to ultra-high-net-worth individuals and businesses. This role requires the ability to develop and acquire long-term relationships with clients through a comprehensive planning approach to address their complex financial and insurance needs.
TCS Insurance recently acquired The Downey Group.
TCS Insurance, a CA based firm, now has expanded operations in Champaign under the name Downey, a TCS company.
The organization is invested in your growth at their firm, where you will be mentored by a veteran sales and support team, have 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.
This is a salaried role that also includes commissions, this will be a full-time in office role.
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:• 1-5 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• Holds SIE, Series 6 and Series 63, required
Position Summary:M Financial is partnering with TCS Insurance to hire an Experienced Financial Professional with a client first mindset, for their Champaign, IL office to provide exceptional service to ultra-high-net-worth individuals and businesses. This role requires the ability to develop and acquire long-term relationships with clients through a comprehensive planning approach to address their complex financial and insurance needs.
TCS Insurance recently acquired The Downey Group.
TCS Insurance, a CA based firm, now has expanded operations in Champaign under the name Downey, a TCS company.
The organization is invested in your growth at their firm, where you will be mentored by a veteran sales and support team, have 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.
This is a salaried role that also includes commissions, this will be a full-time in office role.
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:• 1-5 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• Holds SIE, Series 6 and Series 63, required