M3 Financial Services Professional

M3 Wealth
Idaho Falls, ID
Apr 13, 2017
Jobs Outside Higher Education
Businesses & Consultants
Institution Type
Outside Academe

Job Description


Are you having trouble finding a company with advancement opportunities where you are encouraged to think for yourself? Are you positive, self-motivated and eager to help others with their financial future? If you are looking for an opportunity to prove yourself, and you are confident enough to build a successful business on your own efforts, you may have what it takes! M3 Wealth, a Sagicor affiliate, is seeking determined, self-starters who are looking for a unique opportunity to develop a successful career in the financial services industry.

Duties include, but are not limited to:
  • Development and implementation of a marketing plan for your target market.
  • Attending networking events for the purpose of producing leads for new business.
  • Utilization of proven company methods for prospecting and closing sales.
  • Participation in company-sponsored events around the community.
  • Recommending appropriate solutions to meet clients' financial needs and objectives.
  • Representing M3 Wealth in an ethical and professional manner at all times.

After almost two centuries of successful operations in the Caribbean, Sagicor has recently decided to enter the US market! M3 Wealth and Sagicor have combined to provide an extensive training platform, with access to video tutorials of top industry professionals combined with mentored field training. This platform allows you to assess your financial knowledge, develop areas of weakness, fortify areas of strength, and to round out your overall financial knowledge base. Sagicor will also provide great marketing resources and software platforms to help you enhance and grow your business. At M3 Wealth you can have all the perks of a career agency model, with the ability to serve your client's needs individually through a broad spectrum of financial products and services.

M3 Wealth has a unique way of contacting prospective clients. You are paid weekly to solicit and build your own network of clients, while you better learn the financial services business.

    Essential Skills and Experience
    • Applicable State Life, Health and Annuity License or the ability to obtain them.
    • Goal oriented with a strong desire to help others succeed.
    • Passion for making a difference in the lives of others.
    • Self-starter with the ability to work independently, or in a team environment.
    • Sales experience is mandatory
    • Bachelor's degree preferred, but not required if you possess at least 2 years of successful sales or financial service experience.

    We hope you will consider joining our exclusive team and representing Sagicor and M3 Wealth! The patriot Thomas Paine correctly said; "What we obtain too cheap, we often esteem to lightly..." If you are looking for a rewarding and challenging career as a financial services representative, M3 Wealth may just be the place for you! For additional information go to www.m3wealth.com.

    Company Description
    Map, Measure, and Mentor... these characteristics are at the heart of M3 Wealth. M3 focuses on measuring the impact of daily financial decisions. When we take a wrong turn in our financial lives most of us do not know where to go or who to ask for directions. Our system can help you to successfully navigate life's obstacles! So, when you find yourself a bit off course... a map, a compass and a GPS are great tools, but ONLY an experienced financial guide can help you utilize these tools effectively. M3 Wealth's financial guides focus on your entire portfolio, liabilities, budgeting, assets, risk management, retirement planning, estate planning and everything in between. We are not asset managers, or insurance salesmen, we help you to set attainable goals and to achieve your desired results!

    Idaho Falls, ID


    Wed, 12 Apr 2017 10:09:04 PDT