Financial Client Consultant

As a Financial Client Consultant, you will serve as a licensed life insurance professional responsible for supporting and advising existing clients on their current policies, financial plans, and long‑term goals. This role focuses on relationship management, policy reviews, and client education, guiding clients through updates or adjustments needed to keep their current strategy aligned with their goals.

Full Time Position that requires onsite presence. 8:30am to 5pm Monday – Friday (Be flexible).

Headquartered in Gilbert, AZ, we serve clients coast to coast. We believe in building careers, not just filling jobs. As a Financial Sales Consultant, you'll support this national reach from our main office as you receive training, mentorship, and transition into other opportunities in the organization.

Pay Range: $70‑90k ($20/hr base plus commission).

• Health, Dental, Vision, Match Plan, Vacation Bonus, PTO, and paid Holidays.

• Conduct policy review meetings with existing clients to evaluate their current coverage, goals, and overall financial strategy.
• Educate clients on the MPI Strategy and explain how their policy supports their long‑term financial objectives.
• Answer client questions regarding policy structure, performance, coverage, and strategy implementation.
• Identify situations where clients may benefit from increasing coverage or adjusting their current plan.
• Guide clients through the application and submission process for additional or updated coverage when appropriate.
• Maintain accurate documentation and updates within CRM systems and internal platforms.
• Collaborate with underwriting and internal support teams to ensure a smooth client experience.
• Stay current on MPI strategies, life insurance products, underwriting guidelines, and industry updates.

• Active life insurance license required, or the ability to obtain licensing within 3 weeks of hire.
• Strong knowledge of life insurance concepts, policy structure, and financial strategies.
• Deep understanding of the MPI Strategy or the ability to learn and master it quickly.
• Excellent communication and relationship‑building skills.
• Ability to explain financial and insurance concepts in a simple and client‑friendly manner.
• Strong attention to detail and organizational skills.
• Comfortable managing multiple client relationships and follow‑up tasks simultaneously.
• Experience using CRM systems, Google Workspace, and communication technologies.
• High level of professionalism, integrity, and confidentiality.
• CFP designation or advanced financial planning knowledge is a plus.