Financial Services Professional
2 weeks ago
Sagient, a subsidiary of Mass Mutual, is seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you will play a critical role in helping individuals, families, and businesses achieve their financial goals and secure their financial futures.
As a Financial Consultant, you will be responsible for building and maintaining strong relationships with clients, providing personalized financial planning and advice, and helping them navigate the complexities of the financial industry.
We are looking for a highly motivated and results-driven individual who is passionate about helping others achieve financial security and peace of mind. If you have a strong background in finance, excellent communication skills, and a desire to make a positive impact in the lives of others, we encourage you to apply for this exciting opportunity.
Key Responsibilities- Build and maintain strong relationships with clients to understand their financial goals and objectives
- Provide personalized financial planning and advice to help clients achieve their financial goals
- Help clients navigate the complexities of the financial industry and make informed decisions about their financial futures
- Stay up-to-date with industry trends and developments to provide the best possible advice and guidance to clients
- Work collaboratively with other members of the Sagient team to achieve business objectives and deliver exceptional client service
- Obtaining a CA Licensed Agent for Life, Accident, and Health
- Strong background in finance and financial planning
- Excellent communication and interpersonal skills
- Ability to build and maintain strong relationships with clients
- Results-driven and motivated individual with a passion for helping others achieve financial security and peace of mind
Sagient is a subsidiary of Mass Mutual, a leading provider of insurance, investment, and retirement solutions. We are committed to helping individuals, families, and businesses achieve their financial goals and secure their financial futures. Our team of experienced professionals is dedicated to providing exceptional client service and delivering innovative solutions to meet the complex needs of our clients.
We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and results-driven individual who is passionate about helping others achieve financial security and peace of mind, we encourage you to apply for this exciting opportunity.
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