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:

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