Join MassMutual as a Wealth Management Sales Consultant, where you'll expand our client base and provide personalized financial advice. Collaborate with regional teams to drive sales and achieve Wealth Management goals in the Mid-West region.
Key Responsibilities
Expand client base and provide personalized financial advice
Execute sales plans and drive business results
Conduct coaching programs and training for advisors
Understand and implement Wealth Management and Insurance products
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 or related fields
1+ years' experience with fee-based management
Must be located in the Mid-West states listed
Preferred Qualifications
Series 7 at time of application
Series 63 + 65, or 66 at time of application or must obtain within 180 days
Industry designation (CFP, CLU, CHFC) or currently in progress
Strong presentation skills
Excellent written and verbal communication skills
Benefits & Perks
Mentorship opportunitiesNetworking opportunitiesAccess to learning contentStrong ethical business environmentIndustry leading pay and benefits