What are the responsibilities and job description for the Financial Protection Specialist position at M&M Financials?
M&M Financials is hiring a Financial Protection Specialist for our Plano, TX office. This is a client-facing advisory role supporting individuals and families with retirement and life insurance planning and financial literacy.
What You Will Do:
- Conduct client consultations (virtual and in-person) to assess retirement and life insurance needs
- Educate clients on retirement strategies, life insurance, and financial protection options
- Maintain accurate client records using company systems
- Participate in required training, coaching, and compliance meetings
Qualifications:
- Authorized to work in the United States
- Able to commute to Plano, TX 75024 for training and meetings
- Strong communication and customer service skills
- Reliable, professional, and coachable
- Ability to meet role expectations and performance standards
Licensing & Training:
- Texas Life Insurance License required for the role
- Unlicensed candidates must obtain licensure within a defined onboarding period
- Company provides study materials, training platform, and mentorship
Benefits:
- Flexible schedule within assigned responsibilities
- 401(k)
- Ongoing professional training and development
Job Types: Full-time, Part-time
Pay: $2,500.00 - $8,500.00 per month
Benefits:
- 401(k)
- Flexible schedule
People with a criminal record are encouraged to apply
Application Question(s):
- Are you willing to obtain your insurance license?
- Are you authorized to work in the US?
- Please list 2-3 dates and time ranges to do the interview.
- Will you be able to reliably commute to Plano, TX 75024 for this job?
- Will you be able to relocate within reasonable commuting distance from Plano, TX 75024?
Work Location: In person
Salary : $2,500 - $8,500