Financial Client Consultant

MPI Unlimited•Gilbert, AZ

10h•Onsite

About The Position

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. MPI® Unlimited's mission is to transform lives by educating and empowering individuals with a breakthrough financial strategy that creates lasting freedom and generational wealth. Our vision is 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: leading with knowledge, acting with integrity, thriving on collaboration, embracing change with innovation, and bringing a can-do attitude. Accountability and measurable results are core to our company, with high standards and feedback being part of our environment. This role supports a national reach from our main office in Gilbert, AZ, and offers training, mentorship, and opportunities for career growth.

Requirements

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.
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.

Nice To Haves

Experience in telemarketing, appointment setting, cold calling, in-person sales or a related field is a plus.
Having a CFP® designation and life insurance license(s) is a plus.