At Mass Mutual, we’re committed to empowering individuals and businesses to achieve financial security and peace of mind. As a Financial Coach and Sales Agent, you’ll lead this mission by providing personalized retirement planning, insurance, and tax strategy solutions. Your role will involve engaging with clients to understand their unique financial needs and crafting customized plans that ensure their future goals are within reach. We believe in the power of building relationships, and you’ll serve as a trusted advisor, guiding clients through their financial journey with expertise and care. We value innovation and employee growth, offering excellent training and support to help you thrive. At Mass Mutual, you’ll join a collaborative culture that encourages professional development and fosters career advancement. Our unique benefits, like flexible work arrangements and competitive pay, demonstrate our commitment to valuing your contributions. Let's make a difference together by building a future where financial security is accessible to all. Responsibilities: • Engage with clients to understand their financial goals and create personalized plans that align with their needs. • Provide expert guidance on retirement planning, insurance options, and tax strategies to enhance clients' financial security. • Build and maintain strong, trusting relationships with clients, serving as a reliable advisor throughout their financial journey. • Collaborate with team members to share insights and strategies, fostering a culture of continuous learning and improvement. • Stay informed about industry trends and regulatory changes to ensure clients receive the most current and relevant advice. • Conduct regular reviews of clients' financial plans to ensure they remain aligned with evolving goals and market conditions. • Utilize innovative tools and resources provided by Mass Mutual to deliver exceptional service and solutions to clients. Qualifications: • Sales experience (outside sales representative, retail sales associate) preferred. • Strong Interpersonal, organizational, and communication skills. • Self-Motivated, Detail-Oriented. • Communicates effectively, confidently, and is comfortable engaging all clients. • Valid Life, Health, and Annuities License (Preferred). • Ability to work in a fast-paced work environment. • Computer skills needed. Compensation: $75,000 - $125,000 yearly

• Engage with clients to understand their financial goals and create personalized plans that align with their needs. • Provide expert guidance on retirement planning, insurance options, and tax strategies to enhance clients' financial security. • Build and maintain strong, trusting relationships with clients, serving as a reliable advisor throughout their financial journey. • Collaborate with team members to share insights and strategies, fostering a culture of continuous learning and improvement. • Stay informed about industry trends and regulatory changes to ensure clients receive the most current and relevant advice. • Conduct regular reviews of clients' financial plans to ensure they remain aligned with evolving goals and market conditions. • Utilize innovative tools and resources provided by Mass Mutual to deliver exceptional service and solutions to clients.