Financial Client Consultant

What Makes Joining the MPI® Family the Right Move for You?

Mission Statement:

• To transform lives by educating and empowering individuals with a breakthrough financial strategy that creates lasting freedom and generational wealth.
• Vision Statement:
• To become the leading force in redefining financial freedom—where every individual has the knowledge, tools, and confidence to build lasting wealth and leave a legacy.

Core Values:

• Lead with knowledge, believing that education unlocks better financial decisions.
• Act with integrity, ensuring every choice is made with honesty and care.
• Thrive on collaboration, knowing the best solutions are found when we work together.
• Embrace change with a spirit of innovation, transforming challenges into new opportunities.
• Bring a can-do attitude to every situation, facing obstacles with creativity and determination.
• Fueled by a passion to serve by delivering exceptional service through honest communication and a genuine commitment to the people we support.

Please Note: Accountability and measurable results are core to our company. High standards and feedback are part of our environment.

Benefits

• Health, dental, and vision insurance
• Match Plan
• Vacation bonus
• PTO
• Paid holidays

Pay

$70-90k ($22-25/hr base plus commission).

Schedule

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

Core Responsibilities

• 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.

Qualifications & Skills

• 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.