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Job Description
Join MassMutual as a Wealth Management Sales Consultant, where you'll drive client acquisition and provide tailored financial advice. Collaborate with seasoned professionals to achieve wealth management goals while enjoying a supportive team culture.
Key Responsibilities
Expand client base and provide personalized financial advice
Execute written sales plan for each agency as assigned
Conduct coaching programs and training sessions for advisors
Understand and implement Wealth Management and Insurance product suite
Report on sales progress to ensure targets 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
Must be located in the Mid-West in specified states
Ability to pass a non-registered fingerprint background check
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 in live and virtual formats
Excellent communication and interpersonal skills
Ability to work in a fast-paced environment
Benefits & Perks
Mentorship opportunitiesNetworking opportunities with diverse Business Resource GroupsAccess to learning content on Degreed and other platformsStrong ethical business environment with industry-leading pay and benefits