Financial Services Specialist

3 weeks ago


Irvine, California, United States Sagient - A Subsidiary Mass Mutual Full time
Job Title: Personal Financial Advisor

About the Role:

As a Personal Financial Advisor at Sagient - A Subsidiary Mass Mutual, you will play a crucial role in helping our clients achieve their financial goals. We are seeking an experienced financial advisor who can provide exceptional service and develop long-term relationships with our clients.

Key Responsibilities:

* Provide financial advice and strategies tailored to each client's risk tolerance and financial objectives
* Gather and analyze client financial information to determine their financial status, cash flow, and financial goals
* Develop and implement customized financial plans to meet each client's changing financial needs
* Establish strong relationships with new clients and continuously identify, seek, and approach prospects

Requirements:

* Bachelor's degree in business administration, finance, or a related field
* Proficiency in MS Office, Google Suite, CRM systems, and financial planning software
* Success as a financial planner, personal financial advisor, financial analyst, or financial consultant
* Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations

About Sagient - A Subsidiary Mass Mutual:

At Sagient - A Subsidiary Mass Mutual, our mission is to provide financial security and peace of mind through our Insurance, LTC, Annuity, and Investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. We are committed to being there for our clients when they need us.

Why Join Us:

* Opportunity to work with a reputable and established company in the financial industry
* Collaborative and supportive work environment
* Professional development and growth opportunities

How to Apply:

If you are a motivated and experienced financial advisor looking for a new challenge, please submit your application today.

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