Financial Sales Advisor

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*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
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Location:
Watertown, NY, United States
Job Type:
PartTime

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