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Financial Advisory Consultant
2 months ago
Are you looking for a fulfilling career in the financial services sector? We are seeking a dedicated professional who is enthusiastic about guiding clients towards their financial aspirations. If you excel at building lasting relationships and connecting with new clients, this role may be for you.
Compensation:$75,000+ at plan commission annually
Key Responsibilities:- Proactively identify and cultivate new client relationships while serving as a reliable financial consultant.
- Develop customized financial strategies that adapt to each client's life transitions and changing financial circumstances.
- Evaluate clients' financial positions to set goals, assess their financial health, manage cash flow, and understand their expectations.
- Guide clients in executing financial strategies involving life insurance, savings plans, mutual funds, and a range of financial products.
- Engage in networking with other industry professionals.
- A Bachelor's degree in business, finance, or a related discipline is essential for this position.
- 1-2 years of previous sales experience is preferred.
- The successful candidate will receive comprehensive support to obtain the FINRA Series 7 and 66 licenses.
- Assistance will also be provided to secure a Life and Health license.
- Familiarity with mutual funds, securities, and insurance sectors is advantageous.
- A strong work ethic and a commitment to investing time and effort for long-term success are crucial.
At MassMutual Eastern PA, our mission is to empower individuals to take control of their financial futures. By crafting tailored strategies that align with personal goals and preferences, we help clients achieve their financial objectives. As a comprehensive financial services firm, we provide a wide array of insurance and investment solutions for individuals, families, and professionals.
What We Offer:
- Comprehensive Training and Licensing Support
- Health and Insurance Benefits
- Competitive Compensation Structure
- Collaborative Team Environment
- Opportunities for Professional Growth
- Recognition and Rewards for Achievements