Financial Services Sales Professional

Mass Mutual

Financial Services Sales Professional

Glen Allen, VA
Full Time
Paid
  • Responsibilities

    At Mass Mutual, we are dedicated to helping individuals and businesses attain financial stability and confidence in their future. As a Financial Services Sales Professional, you will champion this mission by delivering tailored retirement planning, insurance, and tax strategy services. Your responsibilities will include connecting with clients to assess their specific financial goals and designing personalized plans that keep their long-term objectives achievable. We believe strong relationships are essential, and you will act as a dependable advisor, supporting clients throughout their financial journey with knowledge and integrity. We prioritize innovation and professional development, providing comprehensive training and guidance to help you succeed. At Mass Mutual, you will be part of a supportive culture that promotes continuous learning and career growth. Our distinctive benefits, including flexible work options and competitive compensation, reflect how much we appreciate your impact. Together, let’s create meaningful change by shaping a future where financial security is within everyone’s reach. Responsibilities: • Connect with clients to understand their unique financial goals and aspirations. • Design and present personalized financial plans that align with clients' long-term objectives. • Act as a trusted advisor, providing ongoing support and guidance to clients throughout their financial journey. • Stay informed about industry trends and innovations to offer clients the most up-to-date advice. • Collaborate with team members to share insights and strategies for client success. • Utilize effective communication skills to build and maintain strong client relationships. • Conduct regular reviews of clients' financial plans to ensure they remain on track to meet their goals. Qualifications: • Experience in financial services sales, with a focus on insurance and retirement planning. • Ability to build and nurture long-term client relationships, acting as a trusted advisor. • Proven track record of meeting or exceeding sales targets in a client-focused environment. • Strong understanding of financial products, including insurance, retirement plans, and tax strategies. • Ability to communicate complex financial concepts in a clear, relatable manner. • Proficiency in using digital tools and resources to enhance client service and engagement. • Commitment to continuous learning and staying updated on industry trends and regulations. Compensation: $105,000 - $130,000 yearly

    • Connect with clients to understand their unique financial goals and aspirations. • Design and present personalized financial plans that align with clients' long-term objectives. • Act as a trusted advisor, providing ongoing support and guidance to clients throughout their financial journey. • Stay informed about industry trends and innovations to offer clients the most up-to-date advice. • Collaborate with team members to share insights and strategies for client success. • Utilize effective communication skills to build and maintain strong client relationships. • Conduct regular reviews of clients' financial plans to ensure they remain on track to meet their goals.

  • Compensation
    $75,000-$125,000 per year