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Job Description
Join MassMutual as a Wealth Management Sales Consultant to expand our client base and provide personalized financial advice in the Mid-West. Collaborate with seasoned professionals to drive sales and business results while developing your career in a supportive environment.
Key Responsibilities
Report to Associate Regional Director to ensure skill execution and drive sales results
Execute written sales plan for each agency as assigned by the Regional Director
Conduct coaching programs and support advisor focus groups
Conduct virtual training sessions for novice and high potential advisors
Understand and implement Wealth Management and Insurance product suite
Report on sales progress to ensure Wealth Management Sales Results are met
Required Qualifications
Bachelor's degree
3+ years' experience in the financial services industry
2+ years' experience in financial advising, internal wholesaling, financial planning or retail financial services/operations
1+ years' experience with fee-based management
Ability to pass a non-registered fingerprint background check
Must be located in the Mid-West in specified states
Preferred Qualifications
Series 7 at time of application
Series 63 + 65, or 66 at time of application or must obtain within 180 days
2+ years financial planning or financial advising experience
3+ years’ experience with data gathering, case analysis and strategy implementation
Industry designation (CFP, CLU, CHFC) or currently in progress
Strong presentation skills
Excellent communication skills
Benefits & Perks
Regular meetings with Regional Director and Associate Regional DirectorMentorship opportunitiesNetworking opportunities with diverse Business Resource GroupsAccess to learning content on Degreed and other platformsStrong ethical business with industry leading pay and benefits