Financial Advisor / Financial Professional

Job Details

Founded in 1994, Greenberg & Rapp Financial Group started as a life insurance practice and as a result of the partners’ shared vision and unwavering commitment to their clients, has evolved into a full-service Financial Services Firm specializing in Wealth Accumulation, Preservation and Perpetuation. We are in the business of helping our clients grow and protect the financial future of their family, generational assets and business. Greenberg & Rapp Financial Group is a top member firm of M Financial Group.

The Financial Advisor/Professional's goal is to build strong, trusting relationships with clients that support their well-being and long-term financial goals. Successful Advisors will demonstrate the ability to cultivate long-term client relationships and embrace a collaborative team culture that places a high premium on teamwork and complete transparency.

Through the Magnet Program, the Advisor/Professional will work with leaders from Greenberg & Rapp Financial Group, M Financial Group and 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.

You have:

• Experience working in a client-facing, consultative sales role
• Ability to thrive in an entrepreneurial sales environment with a high level of autonomy, independence, and interpersonal collaboration
• Passion for insurance and financial services
• Professional licenses or are in process of obtaining licensing, and/or certifications relevant to the life insurance and financial services industry (Life & Health, Series 7, Series 66, etc.)
• 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
• 3+ years of transferable work experience
• Bachelor’s Degree required; MBA, CFP, CFA a plus