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Job Description
Join MassMutual as a Wealth Management Sales Consultant, where you'll expand client relationships and provide personalized financial advice. Collaborate with a dynamic team to drive sales and achieve financial goals in the Mid-West region.
Key Responsibilities
Execute key activities in the geographical territory to support Wealth Management goals
Conduct coaching programs and training sessions for advisors
Implement the written sales plan for assigned agencies
Report on sales progress to ensure Wealth Management Sales Results are met
Understand and implement Wealth Management and Insurance product suite
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
Benefits & Perks
Regular meetings with Regional Director and Associate Regional DirectorAccess to mentorship opportunitiesNetworking opportunities with diverse Business Resource GroupsAccess to learning content on various platformsEthical business environment with competitive pay and benefits