Experienced Financial Professional - Robinson Group

Location

Skokie, IL | United States

Job description

Experienced Financial Professional

Position Summary:

M Financial is partnering with The Robinson Group ( to hire an experienced and tenacious Financial Professional who can work collaboratively with the team to provide exceptional service to ultra-high-net-worth clients. This role requires the ability to acquire and develop long-term relationships with clients through a comprehensive planning approach to address their complex financial and insurance needs.

This role offers a salary plus commission structure. This is an in-office opportunity; however, you will be expected to travel to clients on occasion.

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:

• 2-5 years of 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

Job tags

Salary