Current Employment Opportunities at M Financial Group

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Corporate Benefits Marketing Director

This position is responsible for the development, promotion, and sales support of M's Corporate Benefits products and services to its clients.

This includes the creation, marketing and management of product and service advantages for Long-Term Disability (LTD), Long-Term Care (LTC) and ancillary employee benefits; management of employee benefit carrier and service provider relationships; and oversight of communication and training activities.

Responsibilities include:

Director-level responsibility for supporting client marketing of LTD, LTC, other ancillary group products and services
Meet with clients to promote M Corporate Benefit products and services
Develop and establish relationships leading to commitment to sell benefit products
Help clients build marketing plans and profit centers
Provide plan design assistance and oversee the LTC proposal generation and sales support process
Assist with implementation, enrollment, and plan reviews
Manage and execute training and development meetings and events
Develop newsletters, webcasts, and sales materials
Manage Corporate Benefits sales resources and marketing materials (e.g. pitch kits, brochures, competitive studies, product updates, sales concepts etc.)
Plan, organize, and execute marketing meetings
Manage LTC and employee benefits Carrier relationships
Perform other duties as assigned

Qualifications:

Minimum of five (5) years progressively responsible, related sales and sales management experience
Experience in the insurance industry with strong knowledge of LTD, LTC and group life product lines - voluntary benefits experience a plus
Bachelor's degree in Business or other related field
Demonstrated success in the field within the employee benefits marketplace
Proven strategic marketing and sales management skills
Proven influence and relationship-building skills
Well-developed computer skills with strong proficiencies in Microsoft Word, PowerPoint and Excel and database management programs
Excellent oral and written communication skills with the ability to communicate technical information to a non-technical audience
Excellent presentation, training and education skills
Ability to establish and maintain effective working relationships
Ability to work effectively independently as well as in a team environment
Proven ability to keep track of, prioritize and report status of multiple projects
Demonstrated interpersonal and customer service skills
Ability to travel moderately (30%)

Director, Product Management and Sales Support

This position is responsible for increasing the sales of M Financial Group's ("M") insurance products by leading the Product Management, Advanced Markets and Sales Support teams. Additional responsibilities include leading, managing and performing actuarial-based, technical work in conjunction with M's Carriers, M's Product Development and Reinsurance teams; and providing market research, analysis and support to a variety of M constituencies, including Member Firms, Carriers and other departments.

Responsibilities include:

Actuarial

Evaluate and monitor the competitiveness of insurance and annuity product portfolio; recommend actions to preserve or enhance competitive position
Evaluate products under development; make strategic recommendations to senior management based on market needs and the balancing of reinsurance capacity and profitability
Develop competitive comparisons and benchmarking on proposed new products
Analyze sales trends by market, product, carrier and design
Manage the analysis of Carriers' financial statements, rating agency reports and other information to determine Carriers' financial strength and ability to meet future financial obligations

Sales Support

Lead the development of various marketing materials, tools, and sales ideas for Member Firms, designed to increase the sales of M products
Lead efforts to assimilate provisional Member Firms in coordination with Member Firm Development

Advanced Sales

Lead the development of marketing materials, tools, and sales ideas designed to increase the sales of products
Maintain contemporary knowledge of advanced sales practices and developments; and legislative and regulatory developments

Other Duties

Establish the strategic direction, goals and objectives in conjunction with and for the Sales Support and Advanced Sales teams
Coordinate activities, communication and resource development between teams
Serve as an actuarial resource to the Member Firm community, as well as other M departments
Present topics at M meetings, Member Firm advisor meetings and conduct Member Firms visits
Perform other duties as assigned

Successful candidates will have:

Bachelor's degree in Mathematics, Finance, or related field
Associate of the Society of Actuaries (ASA) designation or higher
Minimum of seven years of directly-related, progressively-responsible work experience, including life insurance sales, case design and/or product development
Minimum of three years of work experience at the managerial level
Chartered Life Underwriter designation (CLU) preferred
Excellent mathematical and analytical skills
Well-developed computer skills including use of MS Word, Excel and Access experience; illustration software, spreadsheets, and the Internet as well as pricing software, such as TAS or PTS
Strong attention to detail and excellent organizational skills
Excellent oral and written communication skills, with demonstrated public speaking experience
Ability to translate complex technical information to a non-technical audience
Extensive knowledge of life insurance products for the ultra-affluent marketplace, including experience with product development and pricing
Ability to identify and analyze financial, business, and corporate strategies of large, publicly-traded companies
Ability to establish and maintain effective working relationships with M Team members, Member Firm personnel, Carrier staff and vendors
Understanding of product structure and pricing, client needs and perspective
Ability to travel (up to 25%)

Disability Sales Support Specialist

The Disability Sales Support Specialist will provide sales and marketing support and technical assistance to Member Firms for M's Group and Individual Disability programs while focusing on case-level support and new business development.

Responsibilities include:

Support case-level needs including proposal generation, plan design, policy analysis and general producer support
Collaborate with other Corporate Benefits team members to support overall mission and business needs including market research, specific projects, organizing and communicating data and information used in sales tools and sales proposals
Assist in communicating market issues, developments, opportunities, solutions and resources available to Member Firms
Respond to inquiries concerning Carriers, products, or services available to Member Firms
Create customized Microsoft Word, PowerPoint or similar types of sales presentations that effectively communicate value and solutions to clients of Member Firms
Support Disability DI Product Manager with Carrier and product evaluation and selection, review and explain proposals and work with insurance carriers to develop offers and resolve problems
Assist with research and development projects; and with creation and maintenance of marketing brochures, technical sales materials, comparison tools and product guides
Gather and produce market updates; create marketing tools and resources including newsletters; and organize and distribute meeting materials, as well as training and development resources
Assist with business reporting functions, including activity logs, service and production reports
Provide technical or administrative assistance as needed
Perform other duties as assigned

Successful candidates will have:

Bachelor's degree in Business or equivalent combination of education and experience
Minimum of three (3) years of progressively responsible, related work experience
Well-developed computer skills with strong proficiencies in Microsoft Word, PowerPoint and Excel and database management programs
Excellent oral and written communication skills with the ability to communicate technical information to a non-technical audience
Knowledge of the insurance industry with preference to knowledge of group benefits and/or disability plans
Ability to maintain contemporary knowledge of disability plans

Intermediate Accountant

This position will work closely with various members of the Financial Team to prepare financial reports and analysis, perform a variety of general ledger functions, develop and analyze budget information and assist with documentation and testing of internal controls.

Responsibilities include:

Complete monthly close processing on Epicor accounting system and prepare financial reporting packages for various M Financial subsidiary companies
Prepare monthly expense reports to assist budget leaders in analyzing department expenses and project costs
Prepare journal entries and reconcile general ledger accounts
Work with department managers to develop detailed expense budgets and forecasts, analyze and monitor expense variances, and prepare reports
Perform fixed asset administration, including tracking additions and disposals within BNA fixed asset system and reconciling asset listing to the general ledger
Perform administration and analysis for notes payable and leases
Perform various financial analyses, develop ad hoc reports and communicate information effectively
Prepare supporting schedules and work with external auditors during interim and year-end financial statement audits
Work with internal audit team and other Financial Team members to document and test internal control procedures
Assist with monthly accounts receivable processing and provide necessary follow-ups on past due items
Review employee expense reports for appropriate account coding and compliance with travel and expense policies
Review invoices and check requests to ensure accurate general ledger account coding
Serve as project manager and project team member on various Financial Team projects

Successful candidates will have:

Bachelor's degree in accounting or business with emphasis in accounting preferred
Two to five years accounting experience with demonstrated ability to progressively assume increased responsibility
Demonstrated ability to consistently meet deadlines and provide outstanding customer service
Well developed computer skills with strong proficiencies in Microsoft Excel, Word, Outlook, and accounting software packages (Epicor/FRx experience a plus)
Excellent written and verbal communication skills
Proven ability to prioritize and communicate status of multiple projects
Possess excellent organizational skills and demonstrate the ability to follow through on projects to completion
Effective analytical and problem-solving skills
Ability to be flexible and work with changing requirements and priorities
Detail-oriented, proactive, self-motivated, and responsible

Operations Support Specialist

The Operations Support Specialist will be responsible for providing administrative, technical and project support to the Office of Supervisory Jurisdiction (OSJ) team.

Responsibilities include:

Assisting the Direct Business Operations team with Member Firm transitions with M Securities, coordinating technology and training needs
Organizing and maintaining Direct Business data and producing reports required for commission and supervision functions
Identifying ways to automate and streamline business processes and Member Firm services
Providing technical assistance to Member Firms in accessing eCase and establishing and sending appropriate files
Supporting Member Firms with commission holds processing and data research and resolution
Coordinating required regulatory communications related to general follow up, Annual Privacy mailing and 17a-3 related mailings
Performing other duties as assigned

Qualifications include:

Minimum of two years of progressively responsible related work experience
Four year degree or equivalent combination of education and work experience
Well-developed computer skills with strong proficiencies in MS Word, Excel, Access, Internet and email
Willingness and ability to learn M Securities systems
Aptitude for understanding complex and changing securities laws and regulations
Well-developed interpersonal skills and the ability to establish and maintain effective working relationships with Member Firms, Carriers, state and federal regulators and M Team members
Advanced knowledge of administrative and office procedures; and ability to set up operational processes and procedures
Excellent written and verbal communication skills
Visual acuity for proofreading and document preparation
Excellent grammatical, proof reading and spelling skills
Ability to work independently and handle multiple projects and deadlines through prioritization demonstrating attention to details and excellent organizational skills
Ability to provide excellent customer service

Trading Services Specialist

This position is responsible for supporting our Member Firms ("Clients") with set up of new accounts in both Caesar and Bank of New York platforms, including NetX 360. Additional responsibilities include ensuring proper documentation and information is received for each account opened, including proper funding and processing of Registered Investment Advisor (RIA) accounts; providing coverage for Pershing trade entry and daily processing; and providing support to other Broker/Dealer teams as needed. Knowledge of investment and securities regulations preferred, but not required.

Successful candidates will have:

Two year degree or equivalent combination of education and work experience.
Minimum of two years of progressively responsible related work experience.
Securities Licenses: 7, 24 and 63 (any licenses not currently held will need to be obtained within twelve (12) months of employment).
Life insurance license or ability to obtain within twelve (12) months of employment.
Well-developed computer skills with strong proficiencies in MS Office.
Aptitude for understanding complex and changing securities laws and regulations.
Well-developed interpersonal skills and the ability to establish and maintain effective working relationships.
Advanced knowledge of administrative and office procedures; and ability to set up operational processes and procedures.
Excellent written and verbal communication skills.
Excellent grammatical, proof reading and spelling skills.
Ability to work independently and handle multiple projects and deadlines.

To apply to any of the open positions, please send your resume and salary requirements to:

M Financial Group
Attn: Human Resources
PO Box 2207
Portland, OR 97208-2207
Fax: 503.414.7223
Email: Human Resources

Current Employment Opportunities at M Benefit Solutions

Thank you for your interest. Unfortunately, we do not have any open positions at this time.

M Benefit Solutions
Attn: Human Resources
PO Box 2207
Portland, OR 97208-2207
Fax: 503.414.7223
Email: Human Resources