Financial Sales Advisor
New Yesterday
*About us*
All potential candidates should read through the following details of this job with care before making an application.
MassMutual is a small business in Watertown, NY. We are professional, agile, innovative and our goal is to Provide financial planning guidance to businessowners and individuals .
Our work environment includes:
* Modern office setting
* Growth opportunities
* Work-from-home days
Financial Advisor
Duties:
- Provide financial advice and guidance to clients based on their individual financial goals and objectives
- Develop and maintain client relationships through regular communication and meetings
- Analyze clients' financial situations, including income, expenses, investments, and debts, to create personalized financial plans
- Recommend appropriate investment strategies and products to help clients achieve their financial goals
- Monitor and review clients' investment portfolios to ensure they remain aligned with their objectives
- Stay up-to-date on market trends, economic conditions, and changes in financial regulations that may impact clients' investments
- Collaborate with other professionals, such as tax advisors and estate planners, to provide comprehensive financial planning services
- Maintain accurate records of client interactions and transactions using Salesforce or similar CRM software
Requirements:
- Proven experience in sales or business development, preferably in the financial services industry
- Strong knowledge of investment products, financial markets, and economic trends
- Excellent communication skills, both verbal and written
- Ability to build rapport with clients and establish trust
- Proficiency in using technology for sales purposes (e.g., CRM software)
- Preferred Life & Health Insurance license /Series 6 & Series 63
At our company, we offer a competitive compensation package including base salary plus commission. We also provide ongoing training and professional development opportunities to help you excel in your role as a Financial Advisor. If you are passionate about helping individuals achieve their financial goals and have a strong sales background, we encourage you to apply.
Job Type: Full-time
Pay: $60,000.00 - $80,000.00 per year
Benefits:
* 401(k)
* 401(k) matching
* Dental insurance
* Flexible schedule
* Flexible spending account
* Health insurance
* Health savings account
* Life insurance
* Paid time off
* Referral program
* Retirement plan
* Vision insurance
* Work from home
Compensation Package:
* Bonus opportunities
* Commission pay
* Monthly bonus
* Performance bonus
* Quarterly bonus
* Uncapped commission
Schedule:
* 8 hour shift
Work Location: In person
- Location:
- Watertown, NY
- Salary:
- $60,000
- Job Type:
- PartTime
- Category:
- Accountancy