Job Opportunity: Dynamic Professional at MassMutual Eastern PA What We Offer: • Independence: Take charge of your client relationships and data management with complete independence. • Expert Resources: Benefit from our industry-leading tools and training programs that provide expert guidance and support. • Diverse Earnings: Enjoy a variety of income sources backed by a flexible contract and the chance to work with top-tier companies and products. • Strategic Partnerships: Collaborate with a distinguished broker-dealer and corporate RIA to enhance your business’s capabilities. • Commitment to Excellence: Join a team that’s dedicated to exceeding expectations and building lasting trust with clients, backed by MassMutual’s solid reputation for financial strength and dependability. This role is designed for a professional ready to take their practice to the next level with the support of a respected industry leader. Responsibilities: Job Responsibilities: • Client Goal Assessment: Help customers figure out their financial goals and design plans that fit their needs. • Portfolio Management: Review and adjust customer investment portfolios based on their life changes, financial performance, or shifts in the economy. • Financial Analysis: Look over financial reports, investment performance, and income projections to offer informed advice to clients. • Strategic Recommendations: Propose suitable financial strategies or connect customers with specialized advisors for further consultation. • Client Communication: Engage with clients regularly to stay updated on any changes in their financial status. • Network Expansion: Build and maintain relationships with a network of current and prospective clients. • Financial Guidance: Offer expert advice and direction to clients on various financial planning options and approaches. Qualifications: • Bachelor’s Degree (B.A.) in related field with a minimum of two (2) years of experience in the financial, retirement, and estate planning field or in marketing these services. • Possess a Bachelor's degree in business, finance, or a related field • Obtain a FINRA Series 7 and 66 with help from the company • Get a Life and health license with assistance from the organization • Have an understanding of the mutual funds, securities, and insurance industries • Desire to exceed the expectations of peers • Strong inclination to help and teach others • Determination to succeed in the long term by working hard in the short term • Experience in sales is desirable • Hold an enterprising attitude and a drive to build a business Compensation: $55,000 - $200,000 yearly

• Job Responsibilities: • Client Goal Assessment: Help customers figure out their financial goals and design plans that fit their needs. • Portfolio Management: Review and adjust customer investment portfolios based on their life changes, financial performance, or shifts in the economy. • Financial Analysis: Look over financial reports, investment performance, and income projections to offer informed advice to clients. • Strategic Recommendations: Propose suitable financial strategies or connect customers with specialized advisors for further consultation. • Client Communication: Engage with clients regularly to stay updated on any changes in their financial status. • Network Expansion: Build and maintain relationships with a network of current and prospective clients. • Financial Guidance: Offer expert advice and direction to clients on various financial planning options and approaches.