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Financial Planning Advisor

3 months ago

Irvine, United States The Ladders Full time
Description

Financial Planning Advisor - with a CA Life & Health License

Mass Mutual, a Fortune 125 Company, is currently seeking self-motivated, driven individuals with enterprising spirits, integrity, and a passion for making a positive impact on people's lives. We provide comprehensive training, resources, and specialized marketing support for your long-term success. Mass Mutual offers life insurance, retirement income, investments, long-term care insurance, annuities, and small business solutions.

Career Description: We are expanding our presence in the Los Angeles/Orange County metro area. Financial Professionals help clients identify and achieve their financial goals. We offer a comprehensive array of financial products and services to help clients develop a sound, long-term financial strategy. Mass Mutual and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service.

Training, Support, and Professional Development: Mass Mutual offers a comprehensive Training Program, full marketing support, as well as prospecting and technical assistance. Our customized mentoring programs give you the opportunity to work with highly successful, established Agents and managers who will assist you in developing a clientele. Mass Mutual Insurance Company provides the resources and ongoing support you would expect from a Fortune 125 company, with the freedom and autonomy of running your own career. You will be in business for yourself - but never by yourself.

Qualifications: We require highly motivated, enterprising individuals who are willing to invest their time and energy into creating profitable and rewarding careers. The candidate we seek must possess uncompromising integrity and the ability to communicate complex ideas.

Facts: Mass Mutual is among the strongest and most respected financial companies in America today. Mass Mutual has earned some of the highest possible financial strength ratings currently awarded to any life insurer from A.M. Best, Standard and Poor's, Moody's Service, and Fitch.

Mission: Our mission is to provide financial security and peace of mind through our insurance, annuity, and financial products and services. By continuing to be a mutual company, we are uniquely aligned with our customers. By maintaining superior financial strength, we protect their future. By acting with integrity and humanity, we earn their trust and loyalty.

Financial Advisors offer investment advisory services. Mass Mutual Insurance Company, A Licensed Insurance Agency - Equal Opportunity Employer.

Apply today

Responsibilities
• Possession of a CA State Life and Health License - required part of the program
• Leading a Team of Financial Advisors
• Educating potential clients on the products and services we offer at Mass Mutual
• Growing a Network and Attending Community events
• Prospecting for new Clients in various social and Networking groups
• Customizing strategies for Clients
• Using social media and other marketing tools to Prospect (FB Business and Linked-In)
• Building long-term relationships with clients and keeping relationships strong through consistent correspondence
• Using the CRM database to organize your business and do a Relationship Marketing program through digital mailers

Qualifications
• Social nature, with the ability to form long-lasting relationships
• Networking Mentality and Creative Marketing Strategies
• Great Communication Skills - both verbal and written
• Will Learn Recruiting of Advisors
• Works well independently and as part of a Team
• Sales or Business experience is a definite plus, but not required
• Integrity and the Motivation to Help People and make their lives better
• Disciplined to attend weekly meetings and classes
• Strong focus on sticking to an organized Calendar
• Bilingual and Cultural Experience is a definite plus