Financial advisor

2 weeks ago

Boardman, United States MassMutual Pittsburgh Full time
Job DescriptionJob Description

Non-Captive

How will you help grow our Practice?

You will…

  • Prepare and submit insurance and investment paperwork and assist with new account openings, transfers, and transactions.
  • Assist with the continuous development and implementation of our client service model.
  • Enhance relationships with clients and prospects through your positive presence and through appropriate documentation in our CRM.
  • Respond to routine client service issues and requests.
  • Champion, train and implement technology.
  • Provide administrative support to the team as needed: schedule appointments, answer and screen calls, compose and proofread correspondence and other written materials.
Company DescriptionJoin a firm where you can build a business for yourself, but never by yourself. With MassMutual Pittsburgh, you’ll be provided with access to an in-house team of specialists, innovative technology and ongoing educational opportunities to build and growth your financial services practice.Company DescriptionJoin a firm where you can build a business for yourself, but never by yourself. With MassMutual Pittsburgh, you’ll be provided with access to an in-house team of specialists, innovative technology and ongoing educational opportunities to build and growth your financial services practice.