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Summary
About the Role
About You
- 2 - 7 years of transferable work experience, preferably in client-facing, consultative sales, or fiduciary roles.
- An entrepreneurial mindset with a high level of autonomy and initiative.
- Strong communication skills (verbal & written).
- Excellent presentation skills.
- Prior Life Insurance experience.
- Prior Financial Services sales experience.
- Prior retirement planning experience.
- Goal-oriented and driven.
- Desire to learn and grow.
Benefits
- Support and mentorship to accelerate your career.
- Path to ownership within the firm.
With more than 140 Member Firms located across the United States and in the United Kingdom, we are one of the nation's leading financial services design and distribution companies. Since 1978, our network of independent insurance, investment, and executive benefit firms has served the needs of ultra-affluent individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies. Our Member Firms are independent but work together toward a common goal: to offer a broad range of sustainable solutions designed to help their clients meet their financial goals. M Holdings Securities, Inc. is a Registered Broker/Dealer and a Registered Investment Advisor, member FINRA/SIPC. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holdings Securities, Inc as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.