Financial Client Consultant at MPI Unlimited

Gilbert, Arizona, United States -

Full Time

Start Date

Immediate

Expiry Date

23 Jul, 26

Salary

90000.0

Posted On

24 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Verbal communication, Interpersonal skills, Relationship building, Time management, Organizational skills, CRM systems, Google Workspace, Financial strategy, Cold calling, Appointment setting, Sales, Problem-solving, Data analysis, Confidentiality, Technical communication

Industry

Financial Services

Description

Description As a Financial Client Consultant, you will play a key role in helping individuals achieve financial security by building trusted client relationships and delivering expert, numbers-driven financial strategies. Your passion for learning, attention to detail, and commitment to service will empower hard-working clients to create lasting financial peace of mind. 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. 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: https://compoundinterest.com/mpi-books/ -Read The Lost Science of Compound Interest: https://compoundinterest.com/mpi-books/ -Watch: https://compoundinterest.com/mpi-presentation/ 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: $70-90k ($20/hr base plus commission). 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. 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: Excellent interpersonal skills with the ability to quickly build rapport and trust. Driven to learn quickly, with a strong intellectual curiosity and a love for working with numbers and financial concepts. Experience building, managing, and maintaining a personal book of business. Ability to grasp technical financial strategies and communicate them clearly to clients. Strong verbal communication skills with the ability to engage and persuade prospects over the phone. Highly detail-oriented with strong organizational and time management abilities. Comfortable using CRM systems and proficient with communication technologies. Able to maintain confidentiality and handle sensitive information with care. Self-motivated, with a proactive and solutions-oriented mindset. Proficient in Google Workspace (Docs, Sheets, Calendar, etc.) and other relevant software tools. Having a CFP® designation and life insurance license(s) is a plus

Responsibilities

You will build trusted client relationships and deliver expert, numbers-driven financial strategies to help individuals achieve financial security. The role involves engaging prospects, managing a book of business, and communicating complex financial concepts clearly.