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Financial Client Consultant

Date Posted: May 29, 2026
: USD - USD
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Job Detail

  • location_on
    Location Gilbert, Arizona, United States of America
  • desktop_windows
    Job Type: Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Jun 29, 2026
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Job Description

Overview

As a Financial Client Consultant at MPI Unlimited, you will serve as a licensed life insurance professional focused on advising clients on their financial plans, policy reviews, and long-term goals. This role emphasizes building strong client relationships and ensuring that their financial strategies are aligned with their objectives.

Key responsibilities

  • Conduct policy review meetings with existing clients
  • Educate clients on the MPI Strategy and their policy's role
  • Answer client questions regarding policy structure and performance
  • Identify opportunities for clients to adjust coverage plans
  • Guide clients through the application process for policy adjustments
  • Maintain documentation and updates within CRM systems
  • Collaborate with underwriting and internal support teams
  • Stay current with life insurance products and industry updates

Required skills

  • Active life insurance license or ability to obtain within 3 weeks
  • Strong knowledge of life insurance concepts and financial strategies
  • Excellent communication and relationship-building skills
  • Attention to detail and organizational skills
  • Experience using CRM systems and Google Workspace
  • High level of professionalism and integrity
  • CFP designation or advanced financial planning knowledge is a plus

What the company offers

  • Health, dental, and vision benefits
  • Match Plan
  • Vacation Bonus
  • Paid time off and holidays
  • Training and mentorship for career growth
  • Full-time position with flexible scheduling

Skills Required

Company Overview

MPI Unlimited
Gilbert, Arizona, United States of America
0 Current Jobs Openings

MPI Unlimited is dedicated to transforming lives by educating and empowering individuals with innovative financial strategies that create lasting freedom and generational wealth. The company values integrity, collaboration, and a client-centric appro... Read More

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