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Financial Professional

Financial Professional

M Financial GroupRed Bank, NJ, US
30+ days ago
Job type
  • Full-time
  • Quick Apply
Job description

M Financial is partnering with OneTeam Financial (  https :

  • / / oneteamfinancial.com /  ) 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 and dynamic of subject matter specialists 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.

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.
  • The main office will be located in Red Bank and a second office is located Cranford.
  • This is an outstanding firm, and they are one of the top performing 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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    Financial Professional • Red Bank, NJ, US

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