Financial Sales Consultant job at Mass Mutual Glen Allen, VA, US

Job Description

We are currently looking for a strong Financial Advisor who has an interest in pursuing leadership opportunities. As an Experienced Financial Planner, you are able to grow and develop a small unit of advisors recruited by the firm. If you have done any joint work or mentored one or more advisors, or have experience in sales management, this is a great opportunity for you! Many of our current mentors or managers were promoted from within, although several came to us as experienced professionals from other firms. Our culture is extremely teamwork-oriented, so you must be willing to embrace and work with new associates. Your hard work and professional dedication will be rewarded with an excellent compensation and benefits package. Join the best team. Our customized training program is designed for the modern advisor Responsibilities:

Develop comprehensive financial plans tailored to clients' needs and goals
Conduct thorough financial analysis and provide insights on investment management and wealth management strategies
Collaborate with sales teams to enhance financial service offerings and drive sales management initiatives
Stay updated on estate planning, tax regulations, and securities law to ensure compliance and provide informed advice
Build and maintain strong client relationships through effective communication and customer relationship management
Sales experience with one-on-one clients

Qualifications:

Proven experience in financial planning and analysis
Strong understanding of financial concepts and services
Proficiency in estate planning, tax experience, and securities law
Skills in investment management and wealth management
Excellent mathematical abilities and financial software proficiency
Effective collaboration and management skills, particularly in sales environments
Strong customer relationship management and portfolio management experience

Experience:

Financial Services: 3 years (Preferred)
Sales: 3 years (Preferred)
Insurance background
Customer Service

License/Certification:

Life, Health, and Annuity License (Required)
SIE, 65, or Series 7 License (Preferred)

About Company: Great Culture, Great Benefits, Excellent Training, and Support.

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