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Job Description
Join MassMutual as a Wealth Management Sales Consultant and drive sales in the Mid-West by expanding client relationships and providing tailored financial advice. Collaborate with a dynamic team to enhance wealth management services and achieve business goals.
Key Responsibilities
Expand client base and provide personalized financial advice
Execute the written sales plan for assigned agencies
Conduct coaching programs and training sessions for advisors
Drive implementation of Wealth Management and Insurance products
Report on sales progress to ensure Wealth Management 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
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
Strong written and verbal communication skills
Excellent listening and follow-up skills
Benefits & Perks
Regular meetings with leadershipMentorship opportunitiesNetworking opportunities with diverse groupsAccess to learning content on various platformsStrong ethical business practices with industry leading pay and benefits