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Job Description
Join MassMutual as a Wealth Management Sales Consultant, where you'll expand our client base and provide personalized financial advice. Collaborate with a dedicated team to drive sales and business results across the Mid-West region, enhancing wealth management services for clients and advisors alike.
Key Responsibilities
Report to Associate Regional Director for skill execution and sales results
Execute written sales plan for each agency as assigned
Conduct coaching programs, support advisor focus groups and boot camps
Conduct beginner and intermediate virtual training series
Understand Wealth Management and Insurance product suite
Report 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
Required Travel: 0 – 5% within designated territory
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 in both live and virtual formats
Ability to clearly communicate nuanced concepts
Comfortable in a fast-paced, high-demand environment
Ability to work as a collaborative team member
Strong written and verbal communication skills
Excellent listening and follow-up skills
Benefits & Perks
Regular meetings with Regional Director and Associate Regional DirectorAccess to mentorship opportunitiesNetworking opportunities through Business Resource GroupsAccess to learning content on Degreed and other platformsStrong ethical business with industry-leading pay and benefits