Financial Protection Specialist

M&M Financials is hiring a Financial Protection Specialist to support retirement and life insurance planning for individuals and families in Plano, TX.

Responsibilities

• Run client consultations in both virtual and in-person settings to identify retirement and life insurance needs
• Explain retirement strategies, life insurance options, and financial protection approaches to clients
• Keep accurate client records in company systems
• Attend and complete required training, coaching, and compliance meetings

Requirements

• Authorized to work in the United States
• Ability 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, a training platform, and mentorship

Compensation

• USD 2,500 - 8,500 per month
• Pay: $2,500.00 - $8,500.00 per month

Benefits

• 401(k)
• Flexible schedule

Work Location

• Onsite: Plano, TX
• Work mode: On the road