Experienced Financial Professional - OneTeam Financial - Red Bank, NJ Job at M Financial Group

M Financial Group Cranford, NJ 07016

$60,000 - $75,000 a year

M Financial is partnering with OneTeam Financial ( https://oneteamfinancial.com/ ) in search of an experienced, hungry, driven, and sales-oriented individual to join their team. This firm has a holistic approach to financial advisement and retirement planning.

Are you 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.

We are seeking a hungry and driven individual, that 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. Previous experience in this field is required.

This is a salaried role, $60-$75k + commissions and bonuses

Requirements:

  • 2 - 7 years of transferable work experience, preferably in client-facing, consultative sales, or fiduciary roles
  • 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)
  • Excellent presentation skills

The Ideal candidate will have:

  • Prior Life Insurance experience
  • Prior Financial Services sales experience
  • Prior retirement planning experience
  • Hungry and Driven
  • Goal Oriented
  • Desire to learn and grow
  • Wants to help others

This is a full time in office role (with flexibility depending on current established network). The main office will be located in Red Bank and a second office is located Cranford. This is a fairly new firm, and they are already one of the top ten firms with M Financial. This is a growth-oriented team that truly works together to provide the best results. With this firm your growth plan could include a path to ownership.

Apply Today!

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