Financial Professional
Pittsburgh, PA
Full Time
Mid Level
M Financial is partnering with Gateway Financial Group ( https://www.gatewayfinancial.biz/ ) to deliver a 2-year program that provides you the support and mentorship needed to accelerate your career in financial services.
Looking to leverage your previous industry experience and accelerate your growth? Our customized approach to coaching and development can be the key to your success. This is an opportunity to work for a firm with a strong team dynamic that truly values each of its members.
This position will not require any cold prospecting. Instead, you will work with clientele derived from strategic firm partnerships that have been developed over the last 20+ years. You will forge deep, long-term relationships with ultra-high-net-worth clients through a holistic planning approach to solving their complex, sophisticated financial and insurance needs.
This is a salaried role, $60k-$75k plus potential for bonuses.
Requirements:
Looking to leverage your previous industry experience and accelerate your growth? Our customized approach to coaching and development can be the key to your success. This is an opportunity to work for a firm with a strong team dynamic that truly values each of its members.
This position will not require any cold prospecting. Instead, you will work with clientele derived from strategic firm partnerships that have been developed over the last 20+ years. You will forge deep, long-term relationships with ultra-high-net-worth clients through a holistic planning approach to solving their complex, sophisticated financial and insurance needs.
This is a salaried role, $60k-$75k plus potential for bonuses.
Requirements:
- 3-5 years of transferable work experience, including life insurance proposal development, and financial modeling for new business prospects.
- Ability to drive operational efficiency.
- Produce efficient management of case progression through various CRM systems, particularly during the underwriting process.
- State Life & Health licenses; FINRA Series 6 and 63 licenses; progress towards CLU or CFP is a plus.
- An entrepreneurial mindset able to handle a high level of autonomy, independence, initiative, and interpersonal collaboration.
- A strong code of professional ethics and integrity.
- Strong communication skills (verbal & written).
- Attention to detail is a must.
- Excellent presentation skills.
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