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Job Description
Join MassMutual as a Wealth Management Sales Consultant, where you'll expand our client base and provide tailored financial advice while working collaboratively with a dedicated team. This role offers the chance to drive sales results in the Mid-West, with access to mentorship and diverse networking opportunities.
Key Responsibilities
Expand client base and provide personalized financial advice
Partner with Associate Regional Director to drive sales and business results
Execute the written sales plan for each agency
Conduct coaching programs and virtual training sessions for 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
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
Ability to communicate nuanced concepts
Comfortable in a fast-paced environment
Strong written and verbal communication skills
Excellent listening and follow-up skills
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