Now Hiring - MPI Unlimited, LLC - Professional Services Financial Sales Consultant in Gilbert, AZ

Full description of the position

As a Financial Sales Consultant, you will play a key role in guiding individuals toward financial security by building meaningful client relationships and providing expert financial planning support. Your drive and dedication will help empower hard-working clients to achieve lasting peace of mind. What Makes Joining the MPI Family the Right Move for You? Mission To serve the needs of hard-working individuals striving to achieve financial security and freedom through education and our innovative, personalized strategy that sets us apart. Vision Empowering individuals with personalized financial solutions that align with their values and aspirations, enabling them to achieve lasting financial freedom and peace of mind. At the heart of our company are core values that guide everything we do. We lead with knowledge , believing that education unlocks better financial decisions. We act with integrity , ensuring every choice is made with honesty and care. We thrive on collaboration , knowing the best solutions are found when we work together. We embrace change with a spirit of innovation, transforming challenges into new opportunities. We bring a can-do attitude to every situation, facing obstacles with creativity and determination. Above all, we're 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. Learn more about our unique strategy: * Read Everybody Ends Up Poor: [please apply online] * Read The Lost Science of Compound Interest: [please apply online] * Watch: [please apply online] At MPI Unlimited we offer a wide range of health, and financial benefits including Medical, Dental and Vision, Match Plan, Vacation Bonus as well as PTO, and paid Holidays. Pay Range: $20-$22/hr. Full Time Position that requires onsite presence. Do you have the following skills to excel in this role?: * Strong verbal communication skills with an ability to engage and persuade over the phone. * 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. * Self-motivated with a proactive approach to problem-solving. * Proficiency in Google Workspace and other relevant software. * Experience in telemarketing, appointment setting, cold calling, in-person sales or a related field is a plus. To be successful in this role: * Schedule and conduct appointments to complete the review and educate clients on their policies. * Proactively contact existing clients from eligibility lists provided by the account managers. * Set clear expectations for the review process, provide policy numbers, answer initial questions, and explain the process. * 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. * Request additional client action, if necessary, to complete forms or obtain signatures. * Solicit reviews and referrals to expand client outreach. * Assist in special projects and/or other duties as assigned by management.