Financial Sales Consultant

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Job description

Description:

Are you a driven sales professional with a passion for helping individuals with their financial planning and goals? We are seeking a talented and dynamic Financial Sales Consultant to help hard-working individuals achieve financial security and lasting peace of mind.

At MPI , we're not just about accumulation and growth we're all about helping people learn how to create more income in retirement. Our unique and innovative MPI Strategy sets us apart, as we serve the needs of hard-working individuals striving to achieve financial security and the freedom that comes with solid financial decisions, through education and our innovative, personalized strategy.

Please note that this position is a full-time role that requires onsite presence. We believe that being part of our office environment is integral to the collaborative nature of our work.

Your responsibilities will include:

• Proactively contact existing clients from eligibility lists provided by the account managers.
• Initiate contact with clients to emphasize the importance of a policy review meeting.
• Set clear expectations for the review process, provide policy numbers, answer initial questions, and explain the process.
• Schedule and conduct appointments to complete the review and educate clients on their policies.
• Review policy numbers to ensure clients understand their current policy details.
• Answer any additional questions and educate clients on potential benefits of increasing contributions.
• Conduct field underwriting to assess eligibility from a health risk standpoint.
• Determine next steps or alternative options
• Complete any necessary applications or policy documents as part of the next steps or alternative options process.
• Coordinate follow-up actions with clients to facilitate prompt completion of underwriting requirements.
• Provide updates to clients on underwriting status and any new requirements received.
• Request additional client action, if necessary, to complete forms or obtain signatures.
• Solicit reviews and referrals to expand client outreach.
• Schedule a tentative appointment for the client's next annual review.
• Assist in special projects and/or other duties as assigned by management.

To excel in this role, you should possess the following skills:

• Experience in telemarketing, appointment setting, cold calling, in-person sales or a related field is a plus.
• Strong verbal communication skills with an ability to engage and persuade over the phone.
• Self-motivated with a proactive approach to problem-solving.
• Excellent interpersonal skills and the ability to build rapport quickly.
• Detail-oriented with strong organizational and time management skills.
• Familiarity with CRM systems and proficiency in using technology for communication.
• Ability to maintain confidentiality and handle sensitive information securely.
• Proficiency in Google Workspace and other relevant software.

MPI Unlimited, LLC is committed to providing a full-suite of competitive benefits for our growing staff and its diverse needs. We offer a wide range of health and financial benefits including medical, dental and vision, MPI Match Plan, and other employer-sponsored wellness programs, as well as offering paid holiday & time off policies. Pay Range: $18/hr + incentives.

If you are excited about the opportunity to contribute to the growth of a dynamic company and excel in a fast-paced sales environment, we would love to hear from you. Join us in making a meaningful impact in the financial services industry while advancing your career in a supportive and collaborative environment!

Requirements:

PId39f7e06a1b2-4945

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