M Financial Group.

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Financial Advisor / Account Manager

at M Financial Group.

Posted: 10/17/2020
Job Status: Full Time
Job Reference #: a2a1f9f8-8938-4043-8914-e212e610075b

Job Description

Financial Advisor / Account Manager

 About LoVasco

Leading companies work with LoVasco to design, implement, and coordinate comprehensive benefit and retirement programs for their employees and executives.  Through client advocacy and a customized consulting approach, we empower employers to make the best decisions for their people and their business.  Located in downtown Detroit, LoVasco hires dedicated professionals who are committed to delivering the highest degree of expertise and service to our clients. LoVasco is a top member firm of M Financial Group.

The Role

The Financial Advisor / Account Manager will join the Executive Benefits team. The Executive Benefits team consults with clients to provide guidance and to design supplemental benefit plans that address the retirement savings and income protection gaps of the key executives within an organization.  Solutions may involve using individual and corporate life and disability insurance programs to meet their objectives.

This role will be hired as part of the M Financial Group Magnet Program and will work with leaders from LoVasco, M Financial Group and top professionals in the industry; will have an executive mentor, elite sales training, access to exclusive carrier plans, coaching and peer support.

The earning potential is limitless and starts with a base commission; and you’ll have the opportunity to advance your career and become a partner in our success.

About Magnet

The two-year Magnet Program was designed to give you the knowledge, skills and confidence that will bring meaningful and sustained value to your client relationships for years to come. You will gain a comprehensive understanding of our market, our industry, and our products and services.

You

  1. Enjoy having face-to-face client interaction and acting as a primary point of contact with new and existing clients
  2. Have the ability to network and develop new opportunities for the Executive Benefits team
  3. Have strong project management skills and a high degree of attention to detail
  4. Are experienced working in a client-facing, consultative sales role
  5. Thrive in an entrepreneurial sales environment with a high level of autonomy, independence, and interpersonal collaboration
  6. Have a passion for insurance and financial services
  7. Are able to commit to complete a two-year sales and industry training and development program for new Advisors and Account Managers
  8. Are a “self-starter” and motivated when working in a fast-paced environment
  9. Have a strong code of professional ethics and integrity

Professional Qualifications

  • 3 years of transferable work experience
  • Bachelor’s Degree required; MBA, CFP, CFA, CLU, CPA a plus
  • Michigan Life and Health Insurance license or obtained within 60 day of hire
  • Hold professional licenses or are in process of obtaining licensing; Life & Health, Series 7, Series 66, etc.

LoVasco offers competitive compensation, exceptional benefits, continuing education and training, and tremendous potential with a growing organization.