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Wealth Management Sales Consultant

MassMutual

Lansing, MI
1 month ago
$65K - $80K

This Job Position Has Expired

This job listing is no longer available for applications. The position may have been filled or the posting period has ended.

Job Description

Join MassMutual as a Wealth Management Sales Consultant to expand client bases and provide personalized financial advice. Collaborate with a dynamic team of directors and consultants to drive sales and business results in the Mid-West.

Key Responsibilities

  • Report to Associate Regional Director to execute sales and business results
  • Tactical execution of the written sales plan for each agency
  • Conduct coaching programs and support advisor training
  • Understand and implement Wealth Management and Insurance products
  • Report on sales progress to ensure goals 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
  • 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
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment

Benefits & Perks

Mentorship opportunitiesNetworking with diverse business resource groupsAccess to learning content on various platformsEthical workplace with strong pay and benefits