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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