We're partnering with M Financial to provide an innovative interviewing experience, leveraging our AI chat experience to learn more about you beyond your resume. To chat and apply follow the link:
http://m-financial-fin-advisor-finan01403.meet.wendy.ai/
We're partnering with M Financial to hire the next generation of Financial Advisors for the M Magnet Program.
The M Magnet Program will help you get the necessary training and guidance you need to be successful in our market as a Financial Advisor. Working at Mezrah Consulting, one of our exclusive Member Firms, you’ll go through a robust and immersive curriculum and have the assistance of M’s industry experts every step of the way, through mentorship, access to industry thought leaders throughout our network, sophisticated marketing support, and a proprietary prospecting platform that gives you an immediate advantage with our affluent clients.
You need to have:
- Experience working in a client-facing role, preferably in a consultative sales role where you will provide ongoing service of non-qualified deferred compensation plans, IDI, buy-sell and estate planning solutions
- The ability to thrive in an entrepreneurial sales environment with a high level of autonomy, independence, and interpersonal collaboration
- Ability to generate new client leads through personal and business contacts as well as maintaining ongoing relationships
- Passionate about becoming an insurance and financial service professional and obtaining registrations, licensing, and/or certifications relevant to the life insurance and financial services industry. (Series 7, Series 66)
- Commitment to complete a two-year sales and industry training and development program for new Advisors
- 5-7 years of transferable work experience
- Bachelor’s Degree required, MBA preferred
*** In order to officially apply for this role you must take our online chat at this link: m-financial-fin-advisor-finan01403.meet.wendy.ai ***
Again, Please apply via our online chat:
m-financial-fin-advisor-finan01403.meet.wendy.ai