At Rose Glen, we provide innovative, custom financial planning solutions in the areas of wealth transfer and accumulation to ultra-high net worth families and business owners across the country.
Wynnewood based Rose Glen is a top member firm of M Financial Group and provides strategies to affluent families and business owners for asset management, inter-generational wealth transfer, and investment planning.
Through the Magnet Program, the Financial Professional will work with M Financial Group’s 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.
Learn from the best:
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.
Experience working in a client-facing role, preferably in a consultative sales role
The ability to thrive in an entrepreneurial sales environment with a high level of autonomy, independence, and interpersonal collaboration.
Passionate about becoming an insurance and financial service professional and obtaining registrations, licensing, and/or certifications relevant to the life insurance and financial services industry. (Series 7, Series 66)
Working towards a professional certification such as CLU, CHFC, CFP a plus
Commitment to complete a two-year sales and industry training and development program for new Financial Professionals.
A strong code of professional ethics and integrity
4+ years of transferable work experience
Bachelor’s Degree required, MBA a plus
We offer our Financial Professionals many resources to support their success, including a robust two-year curriculum and a compensation structure that leads the industry in its ability to help you reach your target goals.
Internal Number: FINAN01560
About M Financial Group
The Magnet Program, initiated by M Financial Group, is a cutting-edge professional development program designed to guide and empower you to join the next generation of top-tier financial professionals. Our innovative training and mentoring methods create a blueprint to your entrepreneurial independence.