Financial advisor

1 week ago

Boardman Twp, United States MassMutual Pittsburgh Full time

Job Description

Job 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 Description Join 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 Description

Join 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. #J-18808-Ljbffr

  • Financial advisor

    1 week ago

    Boardman, United States MassMutual Pittsburgh Full time

    Job DescriptionJob DescriptionNon-CaptiveHow 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...

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